September 24, 2022September 24, 2022Investment, Mortgage, New Jersey, strategy, Wealth Management Understanding inflation’s impact on me/us Residential home prices have a huge impact on my own family’s financial success* (I/my/me) and my clients (our/us). I have historically focused […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
February 5, 2020February 6, 2020Financial Planning, Tax Planning, Taxes, Wealth Management Three simple steps to tax nirvana Taxes are perceived differently by each individual even though the overall set of chaotic rules is the same for all of us. […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
December 22, 2019December 22, 2019401(k), Financial Planning, Retirement, Tax Planning, Wealth Management IRAs and the Retirement Income Myth Tony Novak, CPA financial planner Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
June 11, 2019June 11, 2019Accounting, Financial Planning, Small Business, Wealth Management An accounting niche opposite the AICPA trend An advertisement by a top-qualify national information publishing firm joined up with a prominent AICPA event to deliver an educational program designed […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
August 29, 2018August 29, 2018Leadership, Values, Wealth Management Do not despair I took comfort in John McCain’s final message this week. I do tend to despair in seeing that our lives, our finances, […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
January 20, 2018January 20, 2018Estate planning, Ethics, Financial Planning, Health and wellness, Health Insurance, Legal, Real Estate, Wealth Management The Basics of Medicaid Planning This blog post lists key issues in bullet format and is not intended as a complete discussion of any issue. A more thorough consideration […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
December 28, 2017December 28, 2017Tax Planning, Taxes, Wealth Management Terminology of Federal Income Taxes Lately we’ve heard plenty of discussion about tax law. It seems especially common right now when tax terms have come up multiple […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
December 19, 2017Investment, Tax Planning, Wealth Management Good for CPAs, Bad for RIAs As great as this tax bill is for CPAs who offer tax planning services, it is just as bad for investment advisers. […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
July 18, 2017Accounting, Financial Planning, Investment, Wealth Management Fiduciary Rule will shake up the financial services industry Most of us in the financial services or advisory professions are generally aware of the impact of the “Fiduciary Rule”. But few, […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...
May 13, 2017May 13, 2017Financial Planning, News and Politics, Values, Wealth Management Are you a financial revolutionist? A revolutionist is someone who wants to change the world — not just sitting around talking about it, but actually doing something […] Share this:FacebookLinkedInTwitterEmailLike this:Like Loading...