How to Balance Lifestyle Creep with 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 […]
Read ArticleQuarterly 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 […]
Read Article10 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 […]
Read ArticleNavigating 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 […]
Read ArticleFebruary 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 […]
Read ArticleNJBIZ 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 Article2024 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 ArticleJanuary 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 […]
Read ArticleWith 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 ArticleInflation. 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 ArticleJanuary: 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 ArticleWhat’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 ArticleThe 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 ArticleSecure 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 ArticleSanta 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 […]
Read ArticleNavigating 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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