Financial Planning Services
Posted: October 11, 2019
Clients of accountants and attorneys are bound to ask questions about new SEC regulations that affect their relationships with their financial advisers. To prepare you, here’s the background, along with questions you may be asked.
Posted: October 7, 2019
This article from The Tax Adviser examines developments in estate, gift, and generation-skipping transfer (GST) tax and fiduciary income tax and discusses trusts, GST tax, and inflation adjustments for 2019.
Posted: September 16, 2019
The lives millions of Americans will experience in retirement could be shaped by three major pieces of legislation awaiting action in the Senate: the Setting Every Community Up for Retirement Enhancement Act, the Rehabilitation for Multiemployer Pensions Act, and the Retirement Security and Savings Act.
Posted: August 1, 2019
At its most basic level, upstream gifting is performed as follows: a client makes a gift to his grandmother of an appreciated asset, and she bequeaths it to him under her will. This ultimately eliminates the built-in gain.
Posted: July 19, 2019
Affording retirement is the most significant financial concern of New Jersey residents. That’s the key finding from the recent Kearny Bank Personal Finances Poll.
Posted: May 29, 2019
Can a robo truly replace or replicate a dedicated, independently certified and/ or credentialed human advisor? While it’s true a robo advisor is void of emotion, it does require a participant to have complete and total faith in the algorithm-based program.