A common question from individuals researching their Medicare options is, “Can Medicare Part D be opted out of?” Howard Hook was interviewed by the New York Post and offered an answer to a reader of the “Dear John” column.
Latest Insights Article
9 Reasons Not to Join a Gym
Exercise is important, but joining a gym isn’t for everybody. Here are 9 solid reasons why you should not join a gym when everyone else is jumping on the bandwagon.
Congratulations to Our 2023 Five Star Wealth Manager Award Winners
We are pleased to announce that Darren Zagarola, Howard Hook, and Howard Milove have won the 2023 Five Star Wealth Manager award.
To Join, or Not to Join (A Gym)
January is the month most people reconsider their habits: eat healthier, drink less, and exercise more. Here are 8 reasons why a gym membership might be a good idea.
What You Need to Know About SECURE Act 2.0
Once again, changes are coming to retirement accounts. The Secure Act 2.0 contains many changes, some of which are still being fleshed out. Here’s what we know so far.
I-Bonds Are the Latest Hot Thing. Are They Right for You?
I-bonds may be a good investment during this time of high inflation. But there are pros and cons to be aware of before buying them.
2022 Year-End Tax Planning Tips
Here’s a look at some year-end tax planning strategies you should consider before 2022 closes.
Financial Planning, Miscellaneous Insights
7 Ways to Save Money
Saving money should always be a priority, but even more so today in light of rising inflation. Here are seven ways to save money immediately.
Charitable Giving Strategies, Miscellaneous Insights
Why We Love Giving Tuesday
#GivingTuesday is about giving back in whatever way you can. Here are some ideas that go beyond writing a check, helping you to decide how you can make a difference.
How Rising Interest Rates are Impacting Pension Decisions
If you’re lucky enough to have a pension, you have some decisions to make. Will you take monthly payments or a lump sum? If the latter, when to take it is crucial to maintaining its value.
It’s Time to Celebrate National Estate Planning Week!
Estate planning supports the financial security of individuals throughout their lifetime and ensures the intended transfer of their property and assets at death. The documentation is critical, yet an estimated 56% of Americans do not have an estate plan.
How to Get the Best ROI With Your Home Renovations
Home renovations serve two purposes: spruce up your living environment to improve your comfort and lifestyle, and make your home more attractive to potential buyers. Here are some ideas on how you can get the best return on your investment.