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Understanding New Jersey Millionaire’s Tax

Understanding New Jersey Millionaire’s Tax

The long-rumored Millionaire’s Tax in New Jersey is now law.  After many tries the tax was approved effective January 1, 2020 via a vote in New Jersey’s legislature in late September.  It’s estimated that the tax will impact approximately 16,000…

Medicare’s Annual Election Period

Medicare’s Annual Election Period

The arrival of autumn brings about the changing leaves, pumpkins and cooler weather. It also brings about Medicare’s Annual Election Period (AEP). AEP, which happens between October 15 and December 7, provides the opportunity for current participants in Medicare to…

Making The Most Of Your Financial Aid

Making the Most of your Financial Aid

October 1st marks the start date for filing the Free Application for Federal Student Aid (FAFSA) for the 2021-2022 school year. A year of uncertainty has resulted in decreased enrollment, less on-campus housing, and dramatically decreased revenue from sports programs.…

Will The U.S. Presidential Election Impact Your Financial Plan?

Will the U.S. Presidential election impact your financial plan?

If there’s one constant in investing, it’s this: markets don’t like uncertainty. And the political noise around the upcoming U.S. Presidential election can make matters seem more volatile and uncertain than they really are. Each side predicts doom and gloom…

Required Minimum Distributions (RMD) Holiday In 2020

Required Minimum Distributions (RMD) Holiday in 2020

The Coronavirus Aid, Relief, and Economic Security (CARES) Act of 2020 eliminated the need for retirement account holders to take Required Minimum Distributions (RMDs) for this year.  This RMD holiday for 2020 is very unique and the lack of a…

Hospitality Squares: 6 Core Themes In Food & Beverage

Hospitality Squares: 6 Core Themes in Food & Beverage

Since the start of the COVID crisis and the shutdown, I've been co-hosting a regular Zoom call with Sam Goldfinger and Andy Peskoe, good friends and veterans of the hospitality industry, we've called "Hospitality Squares."  For those of you old…

Food & Beverage Industry Innovation Amid COVID-19

Food & Beverage Industry Innovation Amid COVID-19

Among the most serious concerns when stay-at-home orders were put in place during the pandemic was how people would have access to food. Grocery stores, restaurants, and other food and beverage purveyors were deemed essential businesses, and protocols were put…

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