We help our clients develop a financial roadmap. Are you changing jobs? Thinking about a second career? Planning for retirement? We will help you navigate these transitions.

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We provide financial planning, estate planning and tax planning services along with portfolio guidance and tax preparation.

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FAQ

Our FAQ provides insight into our business and our investing philosophy and other useful information.

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Recent Blog Posts

We make personal finance easy to understand

Big? Certainly. But Beauty is in the Eye of the Beholder

Posted by Michael Garrett on Aug 14, 2025

Major legislation affecting government spending and the tax code passed Congress and was signed into law over the July 4th weekend. Much of the surrounding news coverage and commentary may lead our clients to wonder if they now face a whole new world and to...

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NJBEST 529 Plan: Higher Fees, Higher Rewards

Posted by Bill LaChance 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 Bill LaChance 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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