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.
Latest Insights Article
How to Get Creative If Debt is Out of Control
It’s easier than you think to fall into debt. Here are some options to help you get your debt under control – before it’s too late.
Stimulus Package Update
The recent stimulus package includes a spending bill for 2021 and a stimulus package intended to help individuals and businesses.
Year-end Tax Moves Aren’t Just for the Wealthy. These Strategies Can Help Lower Your Bill.
The end of the year is approaching but there’s still time to take charge of your taxes.
Retirement Planning, Tax Planning
Reducing Income Taxes in Retirement
Nobody wants to outlive their money. Here is a strategy that can help reduce income taxes in retirement, ensuring your money will last longer.
Retirement Planning, Tax Planning
Required Minimum Distribution (RMD) Changes in 2020
Required minimum distribution rules have changed for 2020. Before you take your RMD, read this.
Social Security Announces 1.3% Benefit Increase in 2021
Social Security benefits are increasing in 2021. Here’s what you need to know.
Financial Planning, Miscellaneous Insights
Sitting Down with Fee-Only Financial Planner, Darren Zagarola
Fee-only financial planner, Darren Zagarola, discusses how financial planning helps individuals achieve financial independence.
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.












