Cyber Fraud

Threats to Data Security Intensify every hour, technology continues to evolve, changing the way we lead our lives. Unfortunately, cyber criminals are evolving just as fast, developing new ways to separate people from their assets. While the most common tactics used to...

How Much Are You Really Paying for Your Investments?

In a recent Wall Street Journal article (linked HERE), Andrea Fuller recounts her experience of searching for the fees that she is paying for her financial advisor and investments – the advisor is an employee of one of the largest financial advisory companies. What...

Robert’s Co-Authored Document on Taxes

With tax season officially upon us, we wanted to take a moment to: remind everyone to send in their tax documents and information as soon as possible to share a recent white paper (attached) that was co-authored by Robert Walsh. View PDF The paper utilizes real-life...

Be Aware of IRS Tax Scams

As we welcome in a new year and many changes, we need to remain diligent of new tax scams pertaining to identity theft and refund fraud.  This is one reason NY State is now requiring your driver’s license number to file your State return. The IRS recently issued...

New Jersey Gas Tax Hike and Impact to Estate and IncomeTax

Governor Christie struck a deal with Democratic leaders of the New Jersey legislature on October 14 that will raised the gas tax but has corresponding sales, estate and income tax cuts to be phased in over the years.  Below is a synopsis: Increase the gas tax by $0.23...

Financial Planning Tips for the Fall

As Labor Day approaches, kids head back to school and football season kicks off, it is an essential time to get your finances in shape before year-end.  Implementing the following ideas can save you money and alleviate stress.  Think of it as Fall cleaning for the...

Charitable Giving & Tax Planning

There are many ways to share your wealth. Following IRS rules can even give you a nice reduction in your annual tax bill. Tax planning allows you to give more to your favorite charity and maximize tax deductions. Cash/Check donations – always remember to keep...

Don’t Leave 401K Matching On the Table

We encourage clients to max out workplace retirement accounts when possible (401k limit is $18,000 annually, or $24,000 age 50+).  At a minimum, contribute as much as your employer will match; its free money! The employer matching is often structured as $.50 cents for...