Family Office
Don’t Let Your Tax Refund Burn a Hole in Your Pocket
April 15th has passed and many of us are awaiting, or recently received, a tax refund. The average U.S. taxpayer refund over the last two years has approximated $3,100. If…
Trenton Times Quotes Marguerite Mount on Overlooked Deductions
Each year, the complexities of our tax code cause many taxpayers to leave money on the table when filing their returns. As they say, you must pay taxes but you…
Holiday Financial Hangover Cures
Through February, you may dread every trip to the mailbox. How did I manage to run up my credit card balances so high? Why did I open those new store…
Should I Consider Long-Term-Care Insurance?
As the first baby boomers approach their 70s in a healthier state than any prior generation, and as medical expertise and technology improve, it is vital that they address the…