Tap into new resources.
Whether you’re seeking additional knowledge or looking to connect with other people, check out our upcoming events.
See if our expertise matches with your needs.
Scroll down to see what’s on tap.
Upcoming Webinars
Quarterly Economic and Financial Markets Update
(~45 minutes)
Join us for our Quarterly Economic & Financial Markets Update, where our team will break down what's moving markets right now and what it means for your financial future.
Upcoming In-Person Classes
We offer educational classes on a variety of financial topics at local schools in Emerson, NJ; Ridgewood, NJ; and Arlington, NY.
Registration will open in the coming weeks.
Retirement Planning Boot Camp (3 classes)
Did you know most people spend more time planning a one-week vacation than they do their entire retirement? This boot camp is designed to change that. Over three focused sessions, you'll build a clear understanding of the challenges pre-retirees — and even many current retirees — most often run into, along with the strategies that help you navigate them with confidence.
The series covers six key areas:
Investing: how to build an income stream that outlives you
IRA strategies: rollover options and the RMD mistakes to avoid
Tax planning: the moves to make at each stage of retirement
Healthcare: managing costs, transitioning to Medicare, and planning for long-term care
Estate planning: preparing for a smooth transfer of your assets
Social Security: how to maximize your benefits
We encourage you to attend all three sessions to get the full picture, but you're welcome to join individual classes if that's all your schedule allows.
Taxes, IRMAA, IRA’s, Oh My!
Will you have enough money to enjoy retirement? For many people, it's the single biggest worry — a recent SeniorLiving.org study found that running out of money is the top financial concern for adults ages 55 to 64, and for 38% of those 65 and older. What often makes it worse is a threat most retirees don't see coming: taxes. Between our complex tax code and the rules tied to programs like Medicare, unexpected tax burdens can quietly erode the savings you worked a lifetime to build.
Fortunately, with the right planning, many of these pitfalls are avoidable — and this class is a great place to start. You'll learn how to:
Avoid Medicare surcharges (IRMAA)
Strategically draw from your taxable, tax-deferred, and tax-free accounts to manage income in retirement
Weigh income strategies like a Roth IRA conversion — and when they actually make sense
Navigate the recent changes to the "Stretch IRA" and what they mean for your estate and tax planning
Understand the latest tax-law updates (the "One Big Beautiful Bill") that could affect your retirement decisions
You'll come away with practical strategies to help you keep more of what you've earned — and greater confidence in your retirement plan.
Social Security: Everything You Should Know Before You Claim
When and how you claim Social Security is one of the most important — and most misunderstood — decisions of your retirement, and getting it right can mean tens of thousands of dollars more over your lifetime. Too many people file based on guesswork or a neighbor's advice, assuming there's nothing really to decide. There is.
In this educational workshop, you'll learn:
How the age you claim affects your monthly benefit
How spousal, survivor, and divorced-spouse benefits actually work
How cost-of-living adjustments add up over time
How to coordinate Social Security with your pensions and IRAs
How to minimize the taxes on your benefits
What to verify on your earnings record before you file
Whether you're already retired or still a few years out, you'll come away with practical strategies — and the confidence that comes from understanding your options before you make a decision that's hard to undo.
Start simplifying
your journey and speak to a financial advisor today.
See if our expertise matches with your needs.