2024 financial data that all savers should know, including tax deadlines, tax brackets, exclusions, deductions, premiums, contribution limits, and more. Read more »
Join our next webinar: Fifty years, three bear markets
Learn how bear markets play a critical role in successful investing. Read more »
This too shall pass: an interim bulletin
It is completely human to feel horrified by the news, we are too. Please know that as you process, we are here to help you stay on track with your goals. Read more »
Justin Esposito: Certified Financial Planner™
Justin Esposito, a financial planner at Bodnar Financial in Florham Park, New Jersey, has earned the designation Certified Financial Planner™ Read more »
Supreme Court Blocks Student Loan Cancellation
It’s a wake-up call for anyone who feels politics should inform a financial plan. Read more »
Tax Day 2023 is Tuesday April 18
If paying your taxes feels extra painful in New Jersey, that’s because it is. Read more »
March Madness 2023: The Most Expensive Colleges on the Bracket
See what school dominates the bracket with tuition costs exceeding $350k! Read more »
Break out the Valium: Mr. Market has gone off his meds again
Benjamin Graham famously compared the stock market to an imaginary individual investor, and named him “Mr. Market,” whose defining trait is mood swings. Mr. Market’s highs were most vividly manifested from the March 2020 bottom of the pandemic crash to the autumn of 2021. His low kicked in around Thanksgiving of last year. He might Read more »
The rules for taking ‘required minimum distributions’ changed again. Here’s what IRA owners need to know in 2023
The age you need to start taking RMDs depends on your birth year. Read more »
2023 Annual Client Letter
Despite recession worries, there is reason to be optimistic. Read more »