NJBIZ names Bobby Mascia and Jordan Kaufman 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 […]Read Article
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 […]Read Article
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 […]Read Article
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, […]Read Article
Inflation. Labor Markets. Interest Rates.
The three topics listed above each play a pivotal role in the overall health and stability of our economy and have been hotly discussed over the past few years. With […]Read Article
January: Financial Wellness Month
New Years resolutions pass beyond the gyms, weight losses, dry January, forgiveness, and dedications to trying new things. January is Financial Wellness Month, and there are 5 goals you should […]Read Article
What’s the future of the 401k?
Are employers cutting back on contributions? Will the Secure Act 2.0 help keep it relevant? While it is statistically true that employers are cutting back on their contributions to these […]Read Article
The Corporate Transparency Act: Lighting the Path to Transparency
In this article: What is the Corporate Transparency Act? In an era where transparency is increasingly recognized as a cornerstone of ethical business practices, the federal Corporate Transparency Act emerges […]Read Article
Secure Act 2.0 - What you need to know.
As we go into the end of the year, it is important to know what changes lie ahead so that your plan is up to date and the appropriate adjustments […]Read Article
Last month, our commentary focused on how pessimistic outlooks had missed some of the positives in the economy and market. What followed was a manic rise in the markets in […]Read Article
Navigating the Power Struggle: ChatGPT, Sam Altman, and the Ethical Landscape of AI
Introduction: The unfolding power struggle within OpenAI, particularly involving its flagship AI model, ChatGPT, holds profound implications for the trajectory of artificial intelligence (AI) and the delicate balance between technological […]Read Article
Green Ridge Wealth Planning Welcomes Jessica Lascar as Director of Marketing & Communications and Amy Early as Executive Assistant
October 25, 2023 (Montville, NJ) - Green Ridge Wealth Planning, a financial planning and investment management fiduciary, has hired Jessica Lascar as Director of Marketing & Communications and Amy Early as Executive Assistant.Read Article
October Commentary 2023
Why does it feel like we keep talking about the same stuff? Because the lead news and narrative remain unchanged. Why should we care? Well, because as news and variables […]Read Article
Roth IRA Versus Traditional IRA, Which is Right for You?
3 things to consider when deciding between a Roth IRA, Traditional IRA and a Roth Conversion When planning not to run out of money in retirement, there is a lot […]Read Article
2023 Mid-Year Commentary
5 Things to know about the Market at mid-year: Our industry tends to create optimists (bulls) or pessimists (bears). Both are looking for opportunity in one direction or the other. […]Read Article
Green Ridge Wealth Planning Montville, NJ Green Ridge Wealth Planning is an independent financial planning and business consulting firm of licensed fiduciaries who work keeping our client’s best interests in […]Read Article