Well, it has been a cold and fast start to Tax Season 2026. If you haven't heard, the Big Beautiful Bill has changed the tax landscape. Most of these tax law changes are retroactive and will be implemented on your 2025 tax returns. The IRS is open and accepting electronically filed returns at this time. Please call our office soon if you'd like an in person appointment for March as we are almost at full capacity for in person at this time. We thank you all for your continued support of our family business.
Again, we want you to stay aware of the scammers! They are out in force. The IRS, NJ or Social Security will NOT email or call you asking for bank information. Do not click on any emails from an alleged government agency or bank. We strongly suggest deleting all emails asking for information or asking you to download or open a document.
Helpful Content
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
A Primer on Irrevocable Life Insurance Trusts
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Estate Strategies of the Rich and Famous
The examples of famous celebrities underline the need for a clear estate strategy.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
Important Birthdays Over 50
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
View all articles 
Debt-to-Income Ratio Calculator
Calculate your debt-to-income ratio to understand how lenders may view your financial health.
Student Loan Payoff Calculator: Extra Payments Can Save You
See how extra payments toward your student loans could shorten your payoff timeline.
College Savings
See how much you may need to save now to cover future college costs for your child.
The Power of Interest - How Long Will it take My Money to Do
Use the Rule of 72 to estimate how long it takes your money to double at a given rate.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
View all calculators
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
When Markets React
When markets shift, experienced investors stick to their strategy.
The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Other Sure Thing
A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.