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.

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

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

Looking for financial advice? Don’t underestimate the power of the human touch! A trusted financial advisor beats relying on a robot.

Rand Financial Planning wishes you Happy Holidays and a holiday season filled with joy.

The events of the last few weeks in Ukraine have been stressful and upsetting to many of us. The buildup of Russian forces along the border, rising tensions, and the ensuing attack have caused worldwide shockwaves. People across the globe are understandably concerned and anxious.

Creating a new future after loss is one of the most challenging parts of life, and the last thing you want to think about is what to do with your finances. For the past 30 years, I have been working with surviving spouses to handle the settlement of their spouse’s estate and help them move forward on their own. I feel honored to be a support system my clients rely on to navigate such a trying time.

2021 came with a lot of hopes—mainly hope that the pandemic would end and life would go back to normal. But as the past year has shown us, uncertainty can extend far beyond 2020. Concerns about inflation, potential tax changes, and new COVID variants have many people wondering if next year will be any better. Although these are valid concerns, when it comes to your personal finances, 2022 does not have to follow in the same footsteps as the last two years. There are many ways to take back control of your finances and set yourself up for a successful future. Make sure all your bases are covered before the end of the year with these 5 tips.