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Recent Blog Posts

We make personal finance easy to understand

NJBEST 529 Plan: Higher Fees, Higher Rewards

Posted by Sean Lovison, CFP, CPA on Mar 23, 2023

KEY TAKEAWAYS The NJBEST 529 plan now offers a state tax break for contributions. Despite higher fees, the NJBEST 529 plan may be a good option for New Jersey residents with moderate to who are looking for a tax break. The higher fees can be avoided if you’re...

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Secure Act 2.0’s Impact on Your Retirement

Posted by Sean Lovison, CFP, CPA on Feb 24, 2023

KEY TAKEAWAYS Secure Act 2.0 includes over 90 changes to retirement savings plans so at least one, if not more, change will impact you. WJL feels the four changes most impactful to our audience are: increased RMD age, changes to catch-up contributions amounts and...

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Will the 2023 Tax Bracket Inflation Increases Really Save You Money?

Posted by Sean Lovison, CFP, CPA on Nov 21, 2022

KEY TAKEAWAYS Almost all income thresholds and deduction amounts are increasing by 7% based on Chained CPI for the 2023 filing year. Despite the increase in tax income thresholds due to inflation, you may still owe more taxes over time due to “bracket...

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