Simply Speaking Blog

As 2024 rapidly approaches, it’s only natural to think about waving goodbye to bad habits and starting fresh. A great way to do this is to prepare for the new year with a general review and upda...

The holiday season is quickly approaching and although it’s a wonderful time of year, it also brings scams. Traditionally, the holidays mark a time in which fraudsters ramp up their scams and sc...

With the end of 2023 near, you are probably looking forward to all of the exciting things a new year brings including a fresh start. Most people probably have managing personal finances at the top of ...

If you’re running a startup, you know that managing cash flow is a key component to your success. With an efficient system in place, you can track spending, pay bills, and monitor investments....

There is a new rule effective January 1, 2024, that could impact you if you are a business owner. See below for the details. The U.S. Department of the Treasury's Financial Crimes Enforcement Network...

In the United States, the “holidays” typically refer to a festive season that begins in November with Thanksgiving, comes to a head throughout Chanukah, Christmas and Kwanzaa, and wraps up...

New Jersey is well known for its beaches, boardwalks, amusement parks, seaside resort towns, scenic parks, and so much more. Our great state has so much to offer in the summer, and it has just as much...

Estate planning is an important part of financial planning that many people overlook until it’s needed. Two of the most common estate planning tools are known as wills and trusts and they allow ...

Businesses have a lot to consider when it comes to their finances, and the success of your business depends on making sound financial decisions. Working with a financial advisor can help you maximize ...

As the chillier temperatures hit the Northeast, many of us begin to look forward to creating fond memories of everything that the winter holiday season brings. It becomes easy to echo the sentiments o...