Earth Day is a great reminder that small actions can make a big impact. This year, we’re making it easy to protect your personal information while supporting the environment.
Latest Insights Article
Celebrating National Pet Day (and the Pets Who Make Life Better)
National Pet Day is a chance to pause and appreciate the pets who bring so much joy, comfort, and companionship into our lives. Whether it’s an extra walk, a favorite treat, or simply more time together, it’s the perfect reminder to celebrate your pets, and remember those who are still waiting for their forever homes. Meet the ones who make our lives a little brighter! 🐾
April Tax Deadlines Are Almost Here
Here are a few important tax deadlines that are coming up quickly. There’s still time to take advantage of a few planning opportunities.
How 2026 RMDs Can Affect Your Taxable Income
A higher 2026 RMD could mean higher taxable income. Here’s why that may happen and what to review now to avoid surprises later.
Equal vs. Equitable Estate Planning: How to Divide Your Assets Fairly
Equal isn’t always fair, and fair isn’t always equal. Learn how to approach dividing your estate among heirs based on your family’s unique needs.
2025 IRA Contribution Deadline: There’s Still Time to Fund Your IRA
You may still be able to fund a 2025 IRA. Learn the deadlines, contribution rules, and planning considerations.
A New Tax Election Could Put $1,000 in Your Child’s Name
If you welcomed a child in 2025, a new tax election may allow you to secure a $1,000 federal seed contribution in your child’s name through the newly introduced Trump Account pilot program. While the incentive is appealing, the structure, tax treatment, and long-term implications deserve careful consideration. Here’s what parents need to know before making the election.
Howard Hook Speaks at Temple Emeth’s 2025 “Life Hacks” Series on Investing in Independence
Howard Hook recently spoke at Temple Emeth in Teaneck as part of the 2025 Life Hacks lecture series, sharing practical retirement planning strategies and strategic approaches to charitable giving that help families preserve independence while making a meaningful impact.
When Two Incomes Become One: The Hidden Costs of Losing a Spouse
Losing a spouse is emotionally devastating and financially complicated. When two incomes become one, Social Security benefits may fall, tax brackets shrink, and Medicare costs can rise. This article explores the “widow’s penalty” and outlines proactive planning strategies that can help protect long-term retirement security.
Start 2026 Strong: IRA Deadlines You Can’t Afford to Miss
The first half of the year isn’t just about filing last year’s tax return. From IRA contributions and QCDs to Roth conversions and tax extension rules, here are the key 2026 deadlines to keep on your radar.
Seven Small Updates That Could Make a Big Difference
Each year brings small but meaningful changes that can impact how we save, spend, travel, and plan for retirement. Here are seven practical updates worth knowing now.
Congratulations to Our 2026 Five Star Wealth Manager Award Winners
We are pleased to announce that Darren Zagarola, Howard Hook, and Howard Milove have won the 2026 Five Star Wealth Manager award.
Happening Now: Medicare Advantage Open Enrollment
Medicare Advantage Open Enrollment runs Jan 1–Mar 31. Our latest Medicare article outlines how to ensure your coverage still fits your needs, the real costs of Medicare, what high-income retirees need to know, and when Medigap insurance might be worth considering.