Thoughts on the economy and the markets over the past six months from John Bodnar, CFP. Read more »
3 Ways to Make Financial Lemonade Out of Coronavirus Lemons
Ways to keep your financial plan on track while you are stuck at home during coronavirus. Read more »
A Letter of Gratitude to Our Clients
We are grateful for the relationships we’ve built over the last 30 years. From our families to yours, Happy Thanksgiving! Read more »
The Best Ways to Save for College (By Age)
Essential college funding strategies for parents of children at every age. Read more »
Financial Planning is an Expression of Love
Give a true gift of love to your family. Get your financial house in order. Read more »
Meet Our New Insurance Agent!
John “JW” Bodnar is a licensed insurance agent for Life, Accident, and Health in both New Jersey and Pennsylvania. Read more »
New Jersey Keeps Chasing Residents Away with High Taxes
New Jersey has the worst tax burden in the nation. Are you ready to move? Read more »
Thinking of Leaving New Jersey to Save Money? You’re Not Alone
All generations are leaving New Jersey in droves to save money on taxes and housing. Read more »
NJ High School Graduation is Here: Are You Ready to Pay for College?
New Jersey parents: Don’t sabotage your retirement to pay for college! Make a tuition strategy that works with your financial reality. Read more »
When Pigs Fly! New Jersey Is Phasing Out the Estate Tax
The unthinkable has happened. The state of New Jersey actually passed legislation that will phase out the estate tax. Currently, New Jersey has one of the lowest estate tax exemptions in the country at $675,000. The federal estate tax exemption is over $5 million, and the exemption of most other states is at least $1 Read more »