In The News
Building Wealth on a Modest Salary: Simple Habits That Can Make a Big Difference
Leo Chubinishvili, CFP®, shares practical strategies for building retirement savings through consistent investing, debt reduction, and disciplined financial habits.
Made a Mistake on Your PAS-1 Application? Here’s What to Do
Leo was quoted in NJMoneyHelp explaining how Roth IRA conversions should be reported on the PAS-1 application and what steps to take if you made a mistake.
What Happens If You Miss Your IRA Required Minimum Distribution?
Howard Milove was quoted in NJMoneyHelp discussing what happens if you miss your IRA Required Minimum Distribution and how the penalty rules have changed.
The ‘Magic Number’ Americans Say They Need to Retire Comfortably
A recent CNBC article highlights the gap between expectations and reality, and Wealth Advisor, Leo Chubinishvili provided some insight.
How Much Do You Need to Retire Comfortably?
Leo Chubinishvili shares practical retirement savings strategies in a recent feature published by The Mirror U.S. and syndicated nationally.
Should Your Accountant and Financial Planner Work Together?
Your financial professionals should work as a team for your benefit. Learn how proper coordination leads to more informed decisions and fewer surprises.
My Portfolio Is Lagging the S&P. Should I Make Changes?
Wealth Advisor Leo Chubinishvili shared his insights with NJMoneyHelp on why performance should be viewed in the context of your long-term financial plan.
How to Take Profits and Reduce Your Tax Burden
Leo spoke with Money For Lunch about how investors may be able to take profits while reducing their tax burden through strategies such as tax-loss harvesting.
Should You Wait to Sell Your House Because of Mortgage Rates?
Interest rates are only one consideration when you look to buy or sell a home. Read what Advisor Howard Milove told NJMoneyHelp about how to make this decision.
Retiring Overseas: Key Financial Factors to Consider
Leo was featured in Total News discussing key financial factors to consider before retiring overseas, including tax implications, healthcare access, and currency risk.
Preparing for Retirement Means Planning for the Unexpected
Leo Chubinishvili, CFP®, explains how stress testing, cash reserves, tax planning, and personalized strategies can help create a more resilient retirement plan.
Why Passive Investing May Be the Right Choice for Many Investors
Leo Chubinishvili was recently quoted about why passive investing may be a practical strategy for many people saving for retirement.
Selling a Second Home: How to Reduce Taxes
Access Wealth advisor Leo shares insights featured in NJMoneyHelp on capital gains, planning strategies, and avoiding costly surprises when selling a second home.
When Selling a NJ Condo, When Do Capital Gains Taxes Apply?
Capital gains tax doesn’t apply the same way for everyone. Learn how gains are calculated, when exclusions apply, and what sellers should watch for.
6 Times When You Should Update Your Will
Leo Chubinishvili was featured in AARP discussing six common situations that should prompt you to review and update your will, including major life changes and the importance of revisiting your estate plan every five years.
Could Retiring Abroad Help Stretch Your Retirement Savings?
Leo Chubinishvili was featured in CNBC discussing the growing trend of retiring abroad and how lower housing, healthcare, and living costs may help some retirees stretch their retirement savings.
SIPC Coverage: What Happens If a Brokerage Firm Fails?
It's important to understand how you're protected. Howard Milove explains how SIPC coverage works, as well as what it doesn’t protect against.
When Can an IRA Beneficiary Take Control of an Inherited Account?
The age of majority can be confusing. Howard answered a reader's question about when an IRA beneficiary could gain control of an inherited account.
Student Loans: What to Know Before You Borrow
What should you know before taking on student loans? This article discusses how to make informed borrowing decisions and plan ahead.
Should Couples Merge Accounts After Marriage?
Couples preparing for marriage need to make an important financial decision: should they merge accounts, keep them separate, or consider a blended approach? This article lays out the pros and cons of each approach.
How to Find Advisors Who Are Competent and Trustworthy
Finding the right advisor can be a stressful experience. In this NJMoneyHelp article, Howard offers steps and resources to use when you're searching for the right fit.
I Bonds Purchase Limits: How Much Can You Buy?
I Bonds can be great investments, but there are limits to what you can buy. There are a few strategies that may allow investors to exceed the standard annual cap.
Should I Hire a Financial Planner to Handle My Investments?
Howard Milove was featured in NJMoneyHelp, discussing how financial planners are compensated and what investors should consider when hiring an advisor.
How To Find Higher Yield CDs
Learn how to find higher yield Certificates of Deposits (CDs) and what to look for to ensure it fits into your investment strategy.
What Tax Will I Owe When Selling My New Jersey Home?
NJ follows the federal tax rules when it comes to capital gains on your home. Howard Milove details what sellers need to know.
How Long Do You Have to Be Married for Social Security?
Howard Milove was featured in NJMoneyHelp, discussing how marriage requirements may affect eligibility for Social Security spousal and survivor benefits.
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