Financial News & Insights

Looking for a meaningful gift that lasts a lifetime? Consider these 4 financial gifts that can set your kids and grandkids up for a solid financial future.

Traditionally, tax preparation has been linked to a last-minute rush to minimize liabilities. However, tax planning should be an ongoing process, not a once-a-year task. By consistently monitoring your entire financial picture year-round, you can enhance your tax strategy, reduce your tax liability, and strengthen your overall financial well-being.

Is your retirement plan able to weather an economic downturn? Let’s create a plan that’s built to last, no matter what the market does.

The 2025 Tax Sunset is on the horizon. Are you ready? Watch this brief video to get up to speed on what you need to know.

Learn about financial planning with Marge Rand, a CPA and fee-only financial advisor in Flemington, NJ, focused on tax-efficient retirement planning.

Marge Rand is an independent fee-only CPA and financial advisor in Flemington, NJ, skilled in tax-efficient retirement planning for women.

Reminding myself of my true passion, purpose, and dreams, grounds me, rejuvenates me, and motivates me toward greater things.

The period following the death of a spouse can be exceptionally challenging. This checklist aims to guide you through the process.