After Loss: Steps to Take After the Death of Your Spouse
The period following the death of a spouse can be exceptionally challenging. This checklist aims to guide you through the process.
4 Strategies to Reduce Capital Gains Tax
Cashing in on an investment? Congrats! Here’s how you can help reduce your capital gains tax and take home more of your earnings.
Navigating Retirement: The Critical Role of Financial Planning in Your Golden Years
Learn why post-retirement financial planning is crucial from Marge Rand, a CPA and fee-only independent financial advisor in Flemington, NJ.
Timing Your Retirement: When to Start Planning for Financial Independence
Explore the key factors and proactive strategies for a comfortable and fulfilling retirement. Reach out to Marge Rand to help you start planning for retirement.
How to Safeguard Your Wealth in a Volatile Market
In volatile market conditions, it can be hard to safeguard your wealth. Learn what strategies you can use to stay afloat in uncertain times.
Beyond Finances: Finding Purpose, Health, and Identity in Your Golden Years
Retirement isn’t just about finances—it’s a journey to rediscover purpose, health, and identity. Learn the keys to a fulfilling retirement.
Why You Don’t Need to Outsmart the Market to Be a Successful Investor
Investing doesn’t have to be a game of outsmarting the market. Read why you’re better off taking a planned and thoughtful approach.
Will Social Security Run Out?
Worried about the future of Social Security? Here’s what you need to know about its future and how to plan for it.