Fee-only financial planner, Howard Hook, recently spoke at a Hadassah Southern New Jersey virtual event on “Taxes and Giving Strategies with Your IRA.” He shared practical ways to use IRA distributions to support charities while reducing taxes, offering members valuable insight into aligning giving with personal values and financial goals.
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COLA Increase Announced for Social Security
The Social Security Administration announced a substantial COLA increase for Social Security recipients.
‘Gap Retirements’ Divide Baby Boomer Couples
Are you prepared to retire before (or after) your spouse? Have you considered how this retirement gap will impact your relationship?
Important Things to Know When Couples Plan for Retirement
One of the most overlooked concerns that couples fail to discuss is how their retirement goals align with each other. Here’s what you need to know when thinking about retirement.
When to Have the Inheritance Talk with Your Kids
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Sitting Down with Fee-Only Financial Advisor Howard Hook
Fee-only financial planner, Howard Hook, discusses the importance of financial planning and how to select the right planner for your family.
7 Tips to Help You Manage Your Money
Mismanaging your finances can be expensive. Here are 7 tips to help you save money.
Student Loan Payment Pause Extended
There have been 4 student loan payment pauses since the start of the pandemic. The latest, and likely final, pause extends repayment obligations once again.
Tax Rules for Rental Income
Real estate can be a great investment. But it’s important to know the tax rules for rental income.
3 Actions That Help You Reap Big Rewards on Your 401(k)
Contributing to a 401(k) is great. But you need to do more to ensure you reap the plan’s full benefits.
Podcast Recommendations
Whatever your interest – there’s a podcast for that! Here are a few you may want to check out.
Retirement Can Be Wonderful, But Also Stressful On a Relationship
Are your retirement dreams compatible with your partners’ dreams? Here are some things to consider before the big day.
Maintaining Flexibility in an Uncertain World
Predicting the future of tax laws would be a great magic trick. It would make tax planning and financial planning so much easier. But since we can only make educated guesses, here are some tips.