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Buying a Large House can be a Big Mistake

Published by Debra Taylor, CPA/PFS, CDFA, JD | July 5, 2016 Over the last week, my family moved from Franklin Lakes, NJ where we have lived for thirteen years, to Ramsey, NJ. The reason for this move had a lot to do with a desire for more community, and Ramsey’s thriving golf course ( …

What You Need to Know About Medicare Enrollment

Published by Ben Goethel An often overlooked aspect of financial planning is considering health insurance options. Health care costs continue to rise, and as you grow older the likelihood you’ll need those services increases. In households where both spouses are employed, it’s important to …

Seven Sizzling Ways to do a Mid-Summer Review

Published by Debra Taylor The temperatures have been hot, hot, hot lately, which hopefully means you’ve either been spending a lot of time in or near a body of water, or you’ve been spending plenty of time enjoying some air-conditioning indoors. 

Oh Where Oh Where Have the Rate Hikes Gone?

Published by Debra Taylor, CPA/PFS, JD, CDFA | August 01, 2016 The Fed has been talking about raising interest rates for the last few years, yet only one rate hike has actually come to pass (0.25% increase in December of 2015). 

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