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Category: Financial Planning

Social Security Benefits Expected to Increase 2% in 2018

The Social Security administration announced a 2% increase in benefits in 2018. The increase is…

What Happens to your Online Accounts When you Die?

Technology is advancing at an increasingly rapid pace. The age of the internet has ushered…

Financial Planning for Expectant Parents

When a couple discovers that they are expecting a child, they are often overwhelmed with…

Net Unrealized Appreciation — Your Options

Individuals who own company stock in an employer-sponsored qualified retirement plan may be able to…

Estate Tax Versus Inheritance Tax — What’s The Difference?

One of the most important components of financial planning is ensuring a sound plan is…

Top 5 Mistakes People Make in College Planning

The cost of education is rapidly increasing.  With student loan debt now being the second…

Dealing with the Fallout of Excess IRA Contributions

Tax season is here and the deadline is quickly approaching. Scores of Americans are gathering…

Long-Awaited Tax Changes in New Jersey

New Jersey is a very expensive place to live. The property, state and local taxes…

Changes to Social Security

There are some significant changes to the Social Security program this year which you should…

Social Security Options Changing for Married Couples

As of May 2016, two popular social security claiming strategies are being eliminated due to…