Howard Hook recently spoke at Temple Emeth in Teaneck as part of the 2025 Life Hacks lecture series, sharing practical retirement planning strategies and strategic approaches to charitable giving that help families preserve independence while making a meaningful impact.
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How Are IRA Distributions Taxed in New Jersey?
How Required Minimum Distributions are taxed can be confusing. Learn more here.
Your Financial Values are an Important Part of Your Legacy
You may plan to pass along some of your wealth to your heirs. But what about your values? Do they understand and share what’s important to you? Do they understand how to handle the opportunities and responsibilities that come along with some level of wealth? Learn how to convey your financial values to the next generation.
Have a Financial Plan B in Place in Case the Unthinkable Happens
If something were to happen to you and someone else had to manage your affairs, would they know what to do and where to find everything? Learn how to protect yourself and your assets.
Tax Bill Update (The SECURE Act)
The SECURE Act can potentially make significant changes to retirement and 529 Plan accounts. Read about some of the major components here.
How the Auto and Liability Insurances You Select Can Impact Your Financial Plan
Auto and liability insurance can play an important role in protecting your financial plan. Learn about key auto coverages, liability protection and how umbrella insurance can provide an additional layer of protection.
Will I Get My Homestead Rebate After Moving?
This article originally appeared on NJMoneyHelp.com. Learn how you can obtain your homestead rebate after you’ve moved.
Property and Casualty Insurance: An often-overlooked part of one’s financial plan
Property and casualty insurance can play an important role in protecting your financial plan. Learn what P&C insurance covers and what to look for when reviewing homeowners or renters insurance.
Unusual Medical Tax Deductions You May Not Know About
Tax laws have changed, and in some cases popular deductions have been reduced and even eliminated. However, there are some unusual medical deductions you might not have considered.
How to Assess if the New Tax Law Helped You
So many Americans are still trying to figure out if the new tax law helped or hurt them. One’s instinct is to judge it based on whether you paid more taxes this year or last year. However, this may not be an accurate way to assess the result. Find out why.
Does the Change for 401(k) Loans Affect Me?
On February 22, we answered a NJMoneyHelp question regarding how 401(k) loan rules have changed. This resulted in a follow-up question, which we are answering here.
REMINDER: There’s Still Time to Contribute to an IRA for 2018
It’s not too late to contribute to an IRA for 2018. Here’s what you need to know.
Have Rules for 401(k) Loans Changed?
There’s been a change in law about what happens to 401(k) loans that are not fully paid when you leave a job. Learn more.