Blog

Wednesday, September 16, 2020

As a family-based practice in the New York Metro area, we are proud of the brave efforts we have seen on behalf of educators and the community at large as families return to school. #NYStrong #NJStrong

Wednesday, September 9, 2020

With the last weekend of summer behind us, thoughts of end of year financial planning are upon us. Have you asked yourself the following questions? What positions in my portfolio have run down considerably and are candidates for a...

Wednesday, August 26, 2020

How do you file Social Security taxes if you are self employed? Watch this video to learn.

Wednesday, August 19, 2020

We are thrilled to announce the latest edition to the Glassner team!

Wednesday, August 19, 2020

For self-employed and business owners, Social Security taxes work a bit differently than an employee. An employee pays on his or her portion of Social Security taxes. On your paycheck you see that your employer has withheld a portion...

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Sunday, August 16, 2020

How do you retire if you own a business or are self employed? Social Security benefits play a key role in retirement for many people, and it may have a special meaning for a self employed person. Let’s think about what a business...

Friday, August 14, 2020

In this article you will learn about what Social Security means for the self-employed. We’ll cover the basics of Social Security Taxes for self employed people, and give some suggestions about things to keep in mind as you plan...

Wednesday, August 12, 2020

Drive (noun): a highly motivated #effort to achieve something We are so proud of our own @Shaun-Leonard for pursuing the CFP designation! Whether it’s gaining higher education, serving our clients better, or becoming better...

Wednesday, August 5, 2020

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Wednesday, August 5, 2020

Click the link to SUBSCRIBE to our YouTube channel!

Wednesday, August 5, 2020

Click the link to SUBSCRIBE to our YouTube channel!

Wednesday, August 5, 2020

Click the link to SUBSCRIBE to our YouTube channel!

Tuesday, August 4, 2020

👉 For many self-employed, the #business is their largest asset and the source of the majority of retirement funding. Yet business owners commonly neglect to do any planning for this event until the last minute. Talk about throwing...

Monday, August 3, 2020

The people who call Morristown home are what make this such a special city. We are so fortunate to be a part of this community!

Wednesday, July 15, 2020

There is an incredible amount of learning that comes from taking the time to listen to the amazing entrepreneurs around you. As we serve business owners in our local community of Morristown, New Jersey, every so often we come across...

Wednesday, June 24, 2020

Even as a financial advisor, I will admit that I am constantly learning about new perspectives on personal finance, economics, and entrepreneurship. Here are five books that add something beyond the conventional wisdom. #1 The Fish...

Monday, June 8, 2020

To view the video version of this blog post, please click here. Morristown, New Jersey, and its surrounding area is a great place to work and live. As we’ve been financial advisors in Morristown, New Jersey and residents of...

Tuesday, May 12, 2020

If you get sick and require hospitalization due to COVID-19, you will be immediately isolated from family. So, the time to finish up any unresolved advance planning and organization is now. Self-isolation and quarantines have given...

Sunday, April 26, 2020

If you have been laid off or face business downturns, you may wonder if you should claim Social Security now. These guidelines can help navigate the decision. Plus, how Social Security is functioning during the pandemic. On Tuesday,...

Monday, February 10, 2020

IRA or 401(k)? Know the key differences between these two popular retirement plans to ensure you are saving in the right account. Individual retirement accounts (IRAs) and 401(k)s share a lot of similarities. They are both retirement...

Wednesday, November 20, 2019

The loosening of certain restrictions in the college admission process will make colleges compete more for students. The new process will allow some savvy families to work the system, bring down their tuition considerably, and drive up...

Tuesday, March 26, 2019

Yield is of critical importance when selecting investments, especially the bonds that typically play the role of income generation and stability in a portfolio. The yield on an investment is expressed as a percentage. A 3% yield means...

Saturday, March 23, 2019

Wharton’s Joao Gomes and George Washington University’s Tara Sinclair discuss the nation’s long-term debt burden and what might be done about it. The U.S. national debt has crossed $22 trillion dollars—the...

Tuesday, February 19, 2019

How Much Tax Did You Pay for 2018? This question is different from knowing whether you got a refund or had to write an extra check. The answer isn’t even on the first page of the tax return. The answer is on Form 1040, Page 2....

Tuesday, January 15, 2019

The U.S. stock market ended 2018 skimming bear market territory. Here’s Wharton’s Jeremy Siegel and Gad Allon thoughts on what’s on the horizon in 2019. U.S. stocks ended 2018 skimming bear market territory. In the...

Tuesday, June 26, 2018

Have you ever had one of those months? The water heater stops heating, the dishwasher stops washing and your family ends up on a first-name basis with the nurse at urgent care. Then, as you’re driving to work, giving yourself...

Tuesday, March 6, 2018

Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an...