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...
Learn More
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...
Learn More
Comments Off on Will the 2023 Tax Bracket Inflation Increases Really Save You Money?
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...
Learn More
Comments Off on Retirement with PURPOSE
KEY TAKEAWAYS Even in retirement, purpose is an important part of happiness and fulfillment.Retire into something; retiring with a plan for the future will increase your chances for being happy.Purpose may...
Learn More
KEY TAKEAWAYS The location you choose to live in can impact your life in many ways, improving your quality of life and may result in lower lifetime expenses. Quality of schools, community strength,...
Learn More