In The News

Darren Zagarola discusses energy investing, geopolitical headlines, and the importance of staying focused on long-term planning.

Howard Hook was featured in NJMoneyHelp discussing when it may make sense to convert a Traditional IRA to a Roth IRA.

With mortgage rates still top of mind for many buyers, Howard Hook discussed when an adjustable-rate mortgage may (or may not) make financial sense.

Retirement tax planning can be more nuanced than people realize. Howard Hook was featured in NJMoneyHelp explaining how the rules work.

Darren Zagarola was invited by eMoney to discuss why understanding a client’s personal definition of wealth can lead to more meaningful financial planning.

In a recent Money For Lunch article, Howard Hook explains why retirement may be the right time to have important conversations with family members about future support, inheritance plans, long-term care, and financial preparedness.

Are tax deductions really saving you money? Howard Hook was recently featured in NJMoneyHelp discussing business deductions, withholding strategies, depreciation rules, and common misconceptions about lowering taxes.

Yahoo Finance recently highlighted several tax-saving opportunities for retirees, including Qualified Charitable Distributions. Howard Hook explains why choosing the right charitable giving strategy can help retirees reduce taxes while supporting the causes they care about.

Should you give money to your children now or leave it as an inheritance later? In a recent Money For Lunch article, Howard Hook explores the financial, family, and tax considerations that can help guide this important decision.

Selling your home and leaving New Jersey? Darren Zagarola explains what you need to know about the so-called exit tax.

Howard Hook was featured in NJMoneyHelp explaining why Roth IRA conversions can create tax confusion, including how taxable income and withholding may factor into the decision.

Can a sibling keep an SSI disability payment after a loved one dies? In this NJMoneyHelp article, Howard Hook explains when benefits end, what payments must be returned, and who may qualify for survivor benefits.