Tax season is right around the corner which means it is time to start thinking about getting your finances in order. There are many components to keep track of throughout the year that can easily…

Now is a good time to assess your current situation and address those lingering tax moves that may improve your tax picture for 2022. Here are five things to consider: 1. Check on your withholdings….

Inflation continues to impact the cost of living, and the IRS and SSA are taking notice. The following updates have been announced over the past week and may impact your 2023 tax planning and finances….

The New Jersey Division of Taxation has announced a new state Child Tax Credit for households earning under $80,000. Refundable tax credits of up to $500 per child will be available when filing the 2022…

Hurricane Ian hit southwest Florida on Wednesday, September 28 as a powerful Category 4 hurricane. After tearing through the state causing disastrous flooding and leaving many homeless, Hurricane Ian has caused a major shift in…

Tax incentives for purchasing clean (electric) vehicles and installing high-efficiency home improvements are some of the featured provisions in the recently-passed Inflation Reduction Act (IRA). Here’s a closer look at some of the bill’s tax…

If you are nearing your 60s, one of the most important financial decisions of your lifetime is when to take Social Security benefits. It’s complex depending on your income, your spouse’s income, the number of…

One of the least discussed, but most important, items to have available to your survivors is a binder or file that contains all your financial information. This includes accounts, insurance policies, deeds, titles and more,…