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
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.
EKS Advisors Offer Two New Classes at Princeton Adult School This Fall 2019
Read about the two new classes that EKS is offering this fall at the Princeton Adult School.
How to Use Your 529 Plan to Pay for Studying Abroad
Studying abroad is becoming a more popular option for students looking to expand their horizons. Here are some tips for using your 529 Plan to pay for an overseas education.
Why Everyone Needs a Will
“Why do I need a will?” is a question I get asked often. Individuals incorrectly assume their assets are not large enough to warrant a will; but there’s more to it than that.
Should College-Bound Kids Have Their Own Credit Cards?
Handing a credit card to a young adult can make a parent nervous. But there are tangible benefits to consider, especially when sending your kids off to college.
Why the Fed Cut Rates and What it Means
The Federal Reserve lowered the target for the Federal Funds rate by a quarter of a percentage point. The cut was expected; but was it enough, and where is the Fed headed from here?
Are Health Savings Accounts Right for You?
Health Savings Accounts are evolving and becoming more popular every year. Learn if you are eligible, what the benefits and drawbacks are, and how best to leverage it.
Can I Appeal My Homestead Rebate Application?
This article originally appeared on NJMoneyHelp.com. Learn if you can appeal your homestead rebate if you missed the deadline.