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Howard Hook Speaks at Temple Emeth’s 2025 “Life Hacks” Series on Investing in Independence
Howard Hook recently spoke at Temple Emeth in Teaneck as part of the 2025 Life Hacks lecture series, sharing practica...
When Two Incomes Become One: The Hidden Costs of Losing a Spouse
Losing a spouse is emotionally devastating and financially complicated. When two incomes become one, Social Security ...
Start 2026 Strong: IRA Deadlines You Can’t Afford to Miss
The first half of the year isn’t just about filing last year’s tax return. From IRA contributions and QCDs to Rot...
Seven Small Updates That Could Make a Big Difference
Each year brings small but meaningful changes that can impact how we save, spend, travel, and plan for retirement. He...
Congratulations to Our 2026 Five Star Wealth Manager Award Winners
We are pleased to announce that Darren Zagarola, Howard Hook, and Howard Milove have won the 2026 Five Star Wealth Ma...
Happening Now: Medicare Advantage Open Enrollment
Medicare Advantage Open Enrollment runs Jan 1–Mar 31. Our latest Medicare article outlines how to ensure your cover...
Celebrate Financial Wellness Month with Practical Strategies for Success
January is Financial Wellness Month, and the perfect moment to reflect on your financial goals and plan with purpose....
Executor vs. Trustee: What’s the Difference and Why It Matters
What’s the difference between an Executor and a Trustee — and why does it matter? This article explains the roles...
Why December Inspires Giving and How to Maximize Your Impact
December is the most charitable month of the year—and for good reason. The holidays inspire gratitude, community, a...