Consultation Request – Thank You2023-10-29T17:40:00-04:00

Now Is the Time to Review Your Medicare Options

Are you happy with your current Medicare plan or plans? Now is the time to think about whether you are in the right plan or whether a new plan could save you money. Medicare's Open Enrollment Period, in which you [...]

5 Easy Tips to Simplify Your Year End Charitable Giving

Are you planning on making charitable donations before the end of the year? The IRS reminds us that you must itemize deductions on your tax return to claim a deduction for these gifts. In addition, the following five tips can [...]

Millennial Wealth Management and Estate Planning

The popular press has a lot to say about Millennials—a loosely defined classification including those who are currently in their late teens to late thirties—and their money. We read that they’re broke, that they’re living with their parents out of [...]

DIY Will Pitfalls

You’ve undoubtedly heard that it’s important for all adults to have a will or other legal plan for passing assets and getting debts settled when they pass away. You may also have heard that, despite that importance, most Americans don’t [...]

How Does an IRA Fit Into Your Estate Plan?

When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? The answer depends on how you go about creating your estate plan and selecting beneficiaries, and you might be surprised [...]

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Please expect a phone call from our office number (201) 380-2000 to schedule your meeting. We look forward to speaking with you soon.