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The Week Ahead – February 19, 2019 – Tips to Trim Your Taxes

Check out this guide to help trim your taxes with 8 different tips! Read more

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My day at Oppenheimer Funds in NYC

Last week, I had the opportunity to spend the day meeting with portfolio managers and economists at Oppenheimer Funds in New York City.  Read more

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The Week Ahead – February 11, 2019 – How Tax-Friendly are the 5 Most Popular States to Retire?

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Oliver’s Planning Corner – How Tax-Friendly are the 5 Most Popular States to Retire In?

Dear Humans,

 

First of all, you should all check out this Wall Street Journal Article called The Pros and Cons of ‘Target Maturity’ Bond Funds in which my owner, Debbie, was quoted! I am such a proud pet. But back to my musings.

 

I often wonder where my favorite humans, Debbie and Rob, will retire to. Will they remain in New Jersey (even though the taxes in Bergen county are incredibly high)? Or will they move south to Florida (I shudder at the thought… my fur coat in that weather? I don’t think so.)? Read more

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The Week Ahead – February 4, 2019 – Have You Heard About QCD’s?

Published by Taylor Financial Group

With Qualified Charitable Distributions (QCD’s), a little planning in connection with your charitable gifts can help your tax bill. Let us tell you why this tax trick is so helpful and how to best take advantage of it. Read more

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The Cat Column – 5 Financial Planning Tips for Snowbirds

Dear Humans,

As someone who has worked for a financial planner in Northern New Jersey for many years, I know a thing or two about super harsh and cold winters! 

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Have You Heard About QCD’s?

It is inspiring how much is done, built, and bettered by the generous donations of our clients and friends. Those donations help good causes and people all over the World, and as you near retirement, a little planning in connection with your charitable gifts can also help your tax bill, with Qualified Charitable Distributions (QCD’s). Read more

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Digital Assets – What They Are and Why You Already Own Some

By Jamie Hopkins

Recently I gave a presentation to a large group, over 300 in attendance. I asked the group, “How many of you own a digital currency?” Only about three or four hands went up. I was shocked. Read more

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A Dog Blog – 5 Worst States for Retirement… And New Jersey Makes the List!

Dear Humans,

There are many things that I love about my home in Northern New Jersey, specifically Bergen
County. Read more

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Volatility Got You Nervous? Think of It as an “End of Year” Sale

2018 may have started off strong, but volatility in the last quarter has made a lot of market participants nervous. The VIX (a measure of stock market volatility) roughly tripled from early October (where it hovered around a typical 12) to December 26, when it spiked to 35.5. While volatility has settled down since then, investors are still concerned over how to proceed and whether the uncertainty will continue.

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