News & Commentary

When it comes to wealth planning, knowledge is power. This financial planning content is available to you free of charge, whether you’re a client of ours or not.

Green Ridge Wealth Planning Recognized Among the Nation’s “Best Workplaces for 2024” by Inc. Magazine

Distinction Awarded to Companies Demonstrating Excellence in Cultivating Exceptional Workplaces and Culture For Immediate Release June 18, 2024 (Montville, NJ) - Green Ridge Wealth Planning (GRWP), a leading financial planning […]
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June Commentary

After a tough April (down 4.2% on the S&P 500), markets had a huge recovery in May. The S&P 500 rose 4.8% in the month. As of the end of […]
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Financial Planning Can Be Overwhelming. Here Are 8 Steps to Get You Started.

Creating a financial plan can feel like an overwhelming task. There is paperwork to gather, future scenarios to consider and decisions to make. As a result, it sometimes gets placed […]
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Estate Planning, Elder Law & Market Update Webinar: News You Can Use

If you missed our live webinar, you can catch the entire episode on YouTube. Click on the photo below to be directed. Listen as Constantina Koulosousas, Esq. shares critical information […]
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Retirement Withdrawals: How to Plan so they last a Lifetime

How to know what to spend when. Retirement is a significant life transition that often evokes a mix of excitement and apprehension. As individuals approach this milestone, they are faced […]
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Charitable Planning Ideas to Consider During Tax Season

With tax season in the rearview mirror some are sighing from relief, and some may be wondering what they could have done differently to lower their taxes. It is never […]
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Hackers are Becoming Increasingly Sophisticated: Tips for Preventing Fraud

GRWP Family, We have seen and heard about fraud scams getting increasingly complex.  Here are a few examples: Bad actors will hack into a wire recipients email and change the […]
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Lifestyle Creep: 3 Ways to Balance Spending and Fun

“Drinks on Me!”  We are mere humans, so when we get a big raise, bonus, or are feeling flush with cash, we want to spend!  Some of that desire is […]
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Quarterly Commentary

The first quarter of 2024 is behind us, and this year is shaping up to be full of excitement!    We already have some great things to report!  Our team has […]
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10 Keys to Prepare Your Business for Sale

Your business is more than likely one of your biggest, if not THE biggest, asset you have. The better organized and prepared you are in your business, the higher value […]
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Navigating Social Security: A Guide to Maximizing Your Benefits

Social Security can make a big impact on your financial plan. Oftentimes, deciding when to start claiming the benefit can be overwhelming. Clients often ask us the following: Should I […]
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February CPI Report: Inflation Remains Annoyingly Stubborn

Breaking News This Morning: February CPI Inflation rate rises to 3.2%, above expectations of 3.1%. Core CPI fell to 3.8%, above expectations of 3.7%. “What is CPI?”, “How does it […]
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NJBIZ Awards Bobby Mascia and Jordan Kaufman with 2024 “Leaders in Finance”

February 27, 2024 (Montville, NJ) - Green Ridge Wealth Planning, a leading financial planning and investment management fiduciary, has announced that Bobby Mascia, Founder and CEO and Jordan Kaufman, CIO […]
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2024 Updated Tax Limitations: Top 5 Things to Know 

Every year the IRS changes tax limitations to account for inflation and other economic factors. These adjustments ensure that tax-related figures like income brackets, deduction amounts, and contribution limits remain […]
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January Commentary

2024 is off to the races with January coming to a close.  Our monthly commentary is meant to touch upon the month’s trending news and give our perspective on “what’s […]
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With Heckerling in the Rear-View Mirror, Our Thoughts

First off, what the heck is Heckerling?  The Heckerling Institute is the premier estate planning conference for all members of estate planning teams, including attorneys, advisors, CPAs, charitable giving advisors, […]
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