Six months ago, the WSJ wrote: “The price gap between used and new cars has never been larger.” Now, a combination of factors have made everything more expensive and have complicated the math on new vs. used cars.
Latest Insights Article
Protect Your Privacy by Securing Your Web Browser
You can’t beat the convenience of online shopping, banking, and research. But you may be trading convenience for security.
Updates to NJ’s Property Tax Reimbursement Program (Senior Freeze)
Do you know that NJ offers to freeze the property tax of senior citizens and disabled homeowners? The deadline to apply is December 31; so don’t delay.
Record GDP Growth Rate Announced
The U.S. has posted record GDP growth for the third quarter. Can it continue? The answer isn’t black and white.
7 Tips for National Savings Day
Saving money for retirement or even a rainy day is often neglected in exchange for buying what we want when we want it. Here are some tips to develop healthier saving habits.
Why is the Stock Market Doing So Well? Or is it?
Have you wondered why the stock market continues to do so well despite the absence of strong economic news? This may help shed some light on what’s happening.
6 Tips to Improve Your Financial Health
These simple steps can improve your financial health. Learn how to leverage credit reports, interest rates, the bond market, your dependent care account, and more.
How Your 529 Plan Can Help Your Grade School Kids
529 Plans are typically used to pay for college. Now, however, parents are questioning if their Plan can help fund private school for K-12.
August 31 Deadline to Roll Back Required Minimum Distributions Fast Approaching
Did you take an RMD before the CARES Act passed and changed the requirement? There’s still time to roll back your withdrawal.
Cybersecurity, Estate planning
Why You Should Include Digital Assets in Your Will
Your Will probably details who gets all your stuff when you die. But have you considered what will happen to all your digital assets? You have more than you realize, and they need to be accounted for.
Seniors Turn to Education for Retirement Activity
The concept of retirement has evolved. Instead of focusing on the golf course and the bridge table, today’s retirees are showing up on college campuses, or at least they were until the pandemic set in. Still, seniors are turning to education as one of their primary interests in retirement, and there are lots of opportunities to consider in both the real and virtual worlds.
Mutual Fund Investors Could Face Unpleasant Surprise
This year’s extreme market volatility may have significant tax consequences for mutual fund investors. Here’s what you need to know.
Family Wealth Planning, Financial Planning
Don’t Rush Inheritance Decisions
Baby boomers expect to transfer $30 trillion to their heirs over the next several decades. Read these tips to ensure you manage your inheritance properly.