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.

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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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 […]
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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 […]
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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 […]
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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 […]
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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 […]
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Santa Rally?

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 […]
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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 […]
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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.
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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 […]
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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 […]
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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. […]
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Executive Assistant

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 […]
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April Commentary

April 2023 Commentary As the second quarter of 2023 gets underway, we thought some commentary highlighting the current state of the market would be helpful. We find it useful to […]
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Cash Management: How to Make the Most of your Savings in the Current Environment

It is no secret that the stock market has experienced a great deal of volatility since the start of 2022. The declines we have seen in the markets recently have […]
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