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Medicare 101: What You Need to Know Before You Enroll
Medicare is one of the biggest transitions in retirement. Whether you’re turning 65 or still working, this guide ex...
Medicare Open Enrollment Is Coming: What You Need to Know
Medicare Open Enrollment runs from October 15 to December 7. Learn what changes you can make, who should review their...
Patience Pays: What Market History Teaches Us About Staying the Course
When markets dip, it’s easy to panic. But history shows that downturns are temporary and recoveries are powerful. H...
Howard Hook Speaks to Hadassah Members About Charitable Giving Strategies
Fee-only financial planner, Howard Hook, recently spoke at a Hadassah Southern New Jersey virtual event on “Taxes a...
Using QCDs to Reduce Taxes and Support Charities in Retirement
What if you could lower your retirement tax bill and make a lasting difference at the same time? For retirees over ag...
90 Years of Social Security: What It Means for You Today
Social Security has turned 90! For nearly a century, this program has provided a reliable source of income for retire...
Act Now: Federal Energy & EV Tax Credits Expire in 2025
Time is running out to claim valuable clean energy and electric vehicle tax credits. Recent legislation moved the exp...
Redefining Wealth: How to Create a Life You Love in Retirement
When most people think about wealth, they picture numbers on a bank statement. But according to fee-only financial pl...
How to Stage Your Home for Sale: Tips, Costs, and ROI
Putting your home on the market can be exciting and also stressful, especially when you want to get the best price. O...