The Inflation Reduction Act: What It Means to You
On August 16th, President Biden signed into law H.R. 5376, otherwise known as the Inflation Reduction Act. It is significant and complex legislation. In a nutshell, its changes will impact energy, health care, and tax policy for both consumers and corporations . Below, we try to break down these issues and what it could mean for you.
NJMoneyHelp: I left my part-time job. Can I get unemployment?
Are you eligible for unemployment if you voluntarily exit a part-time job? Modera’s Samer Eshmawy, CFP® provides some answers to this very question asked in NJMoneyHelp.
NJ.com: I’m marrying a non-citizen. Can they get Social Security benefits?
Modera’s Samer Eshmawy, CFP® helps Karen Price Mueller of NJMoneyHelp.com clarify questions surrounding Social Security benefits for a non- US citizen spouse.
Financial Planning Through a Client’s Life Stages
Are you protecting your financial future from its most significant risks? Are you investing your savings in a manner that is in line with your financial goals? Are taxes consuming more of your income than they should? For years, we have used an age-based financial map to help guide our clients towards their financial goals. We figure it is about time that we share the wealth (pun entirely intended).
Lessons in Longevity
Like many people, I’m coming out of the pandemic much more aware about how fragile life is and how important it is to stay on top of one’s health. Similar to investments, we don’t always know what’s on the horizon, but what we can do is focus on the things we can control.
Retirement Saving for the Self-Employed
Did you start a new business or a new role as an independent consultant? Have you considered that you might be able to save a portion of your income for retirement? Many people are not aware that retirement saving plan options are available for business owners and individuals who are self-employed-not just for those who work at large corporations.
From Our Perspective
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