New Jersey: 973.425.8420 New York: 212.202.2937
Some of my fondest memories include sitting around the kitchen table playing The Game of Life with our children. Reminiscing about those afternoons, I realize Milton Bradley’s board game provided a roadmap to the types…
Imagine yourself at a cocktail party. A new acquaintance asks you what you do for a living. And the answer is, “Nothing.” You’ve recently retired and carefree days—along with a growing sense of idleness—have replaced…
Medicare premiums turn out to be a big expense and a big worry for many in retirement. In 2003, the Medicare Modernization Act — easily the largest overhaul of Medicare in its history — was…
We often refer to the years between retirement and when an individual turns 70 years old as the gap years in retirement. The point from which you stop earning employment income until you turn age…
The estate planning process can be very emotional and is filled with lots of what-ifs and worst-case scenarios. One of the more important decisions in the process, and one that often does not get enough…
We wrote a blog last year highlighting a charitable gifting strategy that became more attractive for many families under the new tax law. That strategy, known as Qualified Charitable Distributions (QCDs), allows you to make…
For individuals approaching Medicare age, it is important to know that there are two main enrollment periods to sign up for Medicare: initial enrollment (at age 65) and special enrollment. Missing these enrollment periods could…
With the first tax filing under the Tax Cuts and Job Act right around the corner, there are many changes taxpayers will be seeing in action for the first time. One thing you might not…
It’s that time of year again when sweatshirts and winter jackets come out of storage. With the chaotic holiday season approaching, it’s easy to push aside any thoughts relating to financial planning, which is why…
The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare open enrollment. Open enrollment, which happens between October 15 and December 7, provides the opportunity for current…
