Social Security has turned 90! For nearly a century, this program has provided a reliable source of income for retirees, people with disabilities, and families who have lost a loved one. But what role should it play in your retirement strategy? Learn how Social Security benefits work, when it makes sense to claim, and how to weave it into a broader plan for long-term financial security.
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Thank You For Supporting Our 2019 Food Drive
Thank you to all our clients, business partners, and employees who contributed to this year’s food drive.
Year-End Tax Planning Tips for 2019
New tax laws made significant changes to Federal income taxes beginning in 2018. While there was no significant new legislation in 2019 affecting individual taxes, personal situations do change from year to year, thus requiring a fresh look at how to approach your year-end tax planning. Here are some suggestions.
How Will a Grandparent’s 529 Plan Impact Financial Aid on the FAFSA?
When setting up a 529 plan, is it best to make the intended recipient the owner, a parent, or a grandparent? Read the answer here.
How Long Does a Merchant Have to Charge My Credit Card?
You make a purchase at a store, swipe your credit card, and sign the receipt. But then you notice that the charge doesn’t appear on your credit card statement – ever. How long does the merchant have to charge you?
Why Donating Appreciated Stock and Mutual Funds may be Great Tax Strategies
Donating mutual funds and appreciated stock may be a better strategy than donating cash. But timing is everything. Here’s why.
EKS Hosts Food Drive
EKS is hosting a food drive and we need your support! Here are the items most in demand…
How to Protect Yourself in a Dangerous Digital World
When was the last time you changed your passwords or thoroughly updated your devices? Here are some easy and free things you can do immediately to secure your digital world.
Seniors Lack Awareness of Common Financial Scams
Can you detect a financial scam when you see one? AIG Life & Retirement conducted a survey on elder abuse and confirmed that elder financial abuse is a pervasive and expansive problem.
Using Inherited Stocks to Pay for a Wedding
Ever wonder how to calculate the cost basis of inherited stock? This dad asked for guidance so he could pay for his daughter’s wedding.
I Don’t Need My IRA Distributions, What Next?
A Reader of Ask NJ Money Help asked: I take Required Minimum Distributions every year, but I don't need the money. How...
Small Steps Can Have a Big Impact
Recycling, reusing, repurposing and reducing. Four simple and inexpensive ways we can cut our carbon footprint, reduce consumption, and limit the wasteful use of resources. This article is the second part of our two-part series that discusses how each of us can contribute to the effort to save our planet. Here, we share ideas for how your values can impact your daily activities.
Saving the Planet, One Step (and One Investment) at a Time
Saving the planet is not a one-person job, but each of us can contribute in different ways. Some enjoy a socially-conscious investing style called SRI. Find out if it’s right for you.