Is Relief for Student Loan Debt in Your Future?

Is Relief for Student Loan Debt in Your Future?

President Joe Biden said August 24 that his administration plans to forgive up to $10,000 in federal student loan debt for anyone who makes less than $125,000 a year. People who went to college on Pell grants, which are reserved for undergraduates with the most...
Big, Big News from the IRS on August 24

Big, Big News from the IRS on August 24

In an effort to free up resources to address a huge backlog of returns to process and other pending issues, the IRS announced major relief for most taxpayers with certain failure to file penalties and International Information return penalties for tax returns for the...
Highlights of The Inflation Reduction Act of 2022

Highlights of The Inflation Reduction Act of 2022

President Biden signed this bill into law on August 16.  Here are some of the more interesting provisions.  For more information about any of these items, please contact us. Revenue Provisions Corporate Alternative Minimum tax of 15% which applies only to large...
Past Market Declines

Past Market Declines

A war in Ukraine, inflation the highest it’s been in decades, ongoing supply chain constraints, and financial markets selling off for the first 6 months of the year has led to consumer confidence being the lowest ever recorded. As financial advisors, we are often...
New Jersey Secure Choice Savings Program Act

New Jersey Secure Choice Savings Program Act

In an effort to ensure more New Jersey private sector workers are able to contribute to a retirement fund, Governor Phil Murphy signed into law the “New Jersey Secure Choice Savings Program Act” on March 19, 2019.  The program initially was to go into effect March 28,...