freedom with estate planning
Office in Freehold NJ | 
732-333-0681 | Schedule an Appt
Office in Freehold NJ | 732-333-0681 | Schedule an Appt
freedom with estate planning
Budgeting is very important in order to keep track of and manage your finances, so be sure to do what you can to do it well! Here are some tips on how to help yourself effectively budget. Having someone else to budget with can help out immensely to keep yourself responsible. Whether that person is … Continued
No one wants to think about not being here someday. But it will happen. Having an open and productive conversation with your loved ones is essential for creating transparency, trust, and ensuring your legacy goals are understood. By explaining your decision-making process and connecting it to your values, you can foster understanding and provide comfort … Continued
For Money Savings Monday, we are talking about budgeting. Keeping an eye on your budget is very important for the sake of your future! If you lose sight of it you could end up spending too much for what you have, or end up worrying yourself about if you can afford various expenses! The 50/30/20 … Continued
A power of attorney (POA) is a powerful legal tool that allows you to designate someone to act on your behalf while you are alive. It’s commonly used in estate planning, raising questions about whether its authority extends beyond death. In this article, we’ll delve into the specifics of a power of attorney and explore … Continued
Every year, the IRS relentlessly pursues back taxes, and often, small business owners find themselves under the agency’s scrutiny. But why do business owners become prime targets for IRS enforcement? Let’s explore the key reasons behind this prioritization. A US Treasury study reveals a surprising fact – 85% of individuals owing back taxes are W-2 … Continued
Creating an estate plan is crucial for protecting your family and ensuring a smooth transfer of your assets. However, there are common mistakes that can undermine your plan’s effectiveness. In this blog post, we will explore five of these mistakes to help you avoid potential pitfalls. Avoiding these mistakes requires careful consideration and the assistance … Continued
Impulse buying can often lead to unnecessary spending and financial regrets. To curb impulsive purchases and save money, try implementing the 24-Hour Rule. Here’s how it works: By implementing the 24-Hour Rule, you give yourself time to evaluate purchases objectively and avoid impulse buying. Over time, this simple practice can save you a significant amount … Continued
The U.S. Supreme Court has granted the IRS the authority to access bank records without notifying the taxpayer or their associates or joint holders. In Polselli v. IRS the Supreme Court’s unanimous decision affirmed the IRS’s power to secretly probe financial records. This ruling means that the IRS can investigate a taxpayer’s financial records, including … Continued
As the year comes to a close, it’s the perfect time to reflect on your financial goals and the steps you’ve taken towards achieving them. Year- End can serve as a reminder to prioritize your financial well-being. . By setting clear goals, it provides you with a sense of purpose and direction. It helps you … Continued