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Wednesday, September 18, 2024

The Impact of Elections on the Markets and Tax Policy With Labor Day behind us, we're in the final stretch of the 2024 presidential election race. As we follow the news and parse the most recent polls, some may ask, "How might what...

Wednesday, September 4, 2024

Don’t Be A Victim Of The Retirement Crisis If you think the United States has a retirement crisis, you are not alone. A recent survey found that 79% of working-age Americans believe the same thing. That percentage is up from 67% in...

Thursday, August 1, 2024

Sending a child off to college is a major milestone for any family, whether you’re a parent, grandparent, or close friend. It’s an exciting time, filled with anticipation and perhaps a bit of trepidation. There’s so much to do, and...

Wednesday, July 10, 2024

Legacy preparation can play a key role in any financial strategy. Legacy management lets you consider what happens to everything you’ve accumulated—and may continue to accumulate—throughout your lifetime. But far too often, we’ve seen...

Friday, June 14, 2024

As we enter the traditional wedding month of June, we wanted to explore the range of expenses that can be related to this special event. The average US wedding costs $35,0001 According to The Knot Real Weddings Study of nearly 10,000...

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Tuesday, June 4, 2024

Sir John Templeton once said, “The four most expensive words in investing are: ‘This time it’s different.'” And normally, we would agree. But the phrase “This time it’s different” may apply to what's happened in financial markets in...

Wednesday, May 22, 2024

A few years ago, there were ads from financial services companies asking, “What’s your number?” The number was the money you needed to retire comfortably. This was an effective way for financial services companies to get people...

Tuesday, April 2, 2024

Give your children the gift of financial literacy. They’ll thank you later! As a parent, you are well aware of your responsibility in helping your children grow up happy and healthy. Once they enter their teen years, the pressure can...

Tuesday, March 26, 2024

As the presidential election race heats up, a common question on investors’ minds is, “How might the looming White House vote impact the markets?” Some may wonder if they should tweak their portfolios or sit tight...

Tuesday, March 12, 2024

Experts estimate there are more than 44 million people with disabilities in the U.S., representing 13.4% of the population.1 Many parents of children with disabilities choose to establish a special needs trust. This can help provide...

Tuesday, February 13, 2024

Money can be a touchy subject, especially regarding our closest relationships. Whether we like it or not, finance plays an integral role in our partnerships, families, and friendships. So, how can we foster healthy attitudes and...

Thursday, May 18, 2023

Decision making is an inherently flawed process. Oftentimes we think we are making a rational decision based on experience, but it is often based on fundamentally incorrect logic caused by cognitive bias.

Tuesday, January 10, 2023

SECURE Act 2.0 is now law and includes expanded coverage with sweeping changes for individual retirement savers and small businesses.

Monday, August 31, 2020

"Will I outlive my retirement money?" That's one of the top fears for people who are starting to prepare for their retirement years. So I have to chuckle a bit when I see headlines that say, "Here's how much money Americans think they...

Tuesday, July 14, 2020

Thank you to Jessica and CeeCee from The Vorhees Hot Yoga Center for a wonderful final session in our NEA Summer Yoga & Wellness Series!

Wednesday, July 1, 2020

Thank you CeeCee of Voorhees Hot Yoga for a wonderful second session. Click below to view the Rise & Shine Yoga for Energy that was live on Wednesday, July 1st.

Monday, June 29, 2020

What a great first session with Jessica and CeeCee of Voorhees Hot Yoga. Click for their Seated Yoga flow that was live on Wednesday, June 24.

Tuesday, June 16, 2020

If you’re like most of us, you’ve probably been thinking about your health quite a bit lately — especially if you’re approaching retirement. Trust me, I understand. Anticipating your future medical costs can...

Thursday, May 28, 2020

Few life events are more stressful than a job loss. If you or someone you know is in this situation due to COVID-19, you’ll likely have several questions about job hunting, unemployment insurance, and health care. You may also...

Friday, January 17, 2020

Typically, the further away you are from requiring funds, the less you need to pay attention to them. This is particularly true of long-term retirement assets in tax-advantaged funds like 403(b)s and Roth IRAs. Investors who remain...

Thursday, November 21, 2019

Deadlines for IRAs vs 403(b)s A client recently asked me if the April cutoff for IRA contributions is the same for 403(b)s. This question prompted me to share the following insights on this little-known difference between 403(b)s and...