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The Two Gifts of the Tax Code

January 17, 2017

The two gifts of the tax code are the Roth conversion and life insurance.” -Ed Slott, CPA

I first heard Ed Slott speak that quote at an IRA workshop on a May day in Washington, DC. As I boarded my train home, I reflected on how beautiful the cherry blossoms looked but also on how the Roth conversion and life insurance could change lives.

I had been a licensed financial advisor since ...

TAPinto Launches Free TAPinto App for iPhone and Android: Download it Today

TAPinto.net launched a free TAPinto App today for iPhone and Android, enabling readers to obtain their local news and events in a fast, easy-to-use application.  With this launch, TAPinto becomes one of the only local news publications in the country to have its own App.

The TAPinto App not only features news and events, but also enables readers to receive push notifications regarding ...

Basking Ridge Business Alliance Begins 2017 by Voting in Officers for Year

BASKING RIDGE, NJ-  More than 20 local business owners and members of the Basking Ridge Business Alliance gathered for the group's first meeting of 2017 at the Bernards Township Community Center, and voted in the leadership for 2017, including Bill Youngblood as president and Joan Triano as vice-president for the year. 

Also in attendance was Bernards Township resident ...

Choosing the Right Tax Professional in 4 Easy Steps

BASKING RIDGE, NJ- Managing taxes during retirement might be the single most important factor influencing your retirement lifestyle. As you transition from working for an income to withdrawing income from your savings and investments, you might have questions: How can I maximize my income while minimizing income taxes in retirement? How will my Social Security be taxed? Should I be concerned ...

Forbes Magazine Names Somerville Resident and Founder of Bio-Tech Company as  One of the Brightest in the World of Science

SOMERVILLE, NJ - A 27-year-old borough resident working on his Ph.D at Rutgers University and co-owner of a cutting-edge biotech company in North Brunswick has been selected by Forbes Magazine as one of the brightest innovators in the world of science under the age of 30.

Michael Johnson is one of 600 people in 20 fields, from the arts, media, technology and other disciplines selected for the ...

Special Market Update: 2016 in Review

BASKING RIDGE, NJ- Looking back on the final trading week of a very eventful year, we saw low volume and a break from the recent rallies for domestic indexes. While international stocks in the MSCI EAFE added 0.56%, all major U.S. indexes declined.[1] The S&P 500 lost 1.10%, the Dow was down 0.86%, and the NASDAQ gave back 1.46%.[2] For the first time since November 4, the indexes ...

Business Leaders Invited to "Meet Opportunity NJ Breakfast" at RVCC

NORTH BRANCH -The Somerset County Business Partnership and Hunterdon County Chamber of Commerce will host the “Meet Opportunity NJ Breakfast” on Wednesday, Jan.11 from 8-9:30 a.m. at Raritan Valley Community College, Route 28 and Lamington Road.

Opportunity NJ is a non-partisan, grassroots advocacy coalition representing New Jersey employers, employees, businesses, trade groups, ...

Weekly Market Update: Slow, But Positive, Trading Week

"To accomplish great things, we must not only act, but also dream; not only plan, but also believe."  - Anatole France

BASKING RIDGE, NJ- In the last full trading week of 2016, domestic markets were relatively quiet, with many people out of the office for the holidays. Nonetheless, all three major domestic indexes ended the week in positive territory. The S&P 500 was up ...

Whole Foods, Saks Off 5th Coming to Chimney Rock

BRIDGEWATER, NJ - With a Whole Foods and three other retailers already locked in, there is still quite a bit of space open for tenants in the newly planned retail space at Route 22 and Chimney Rock Road.

The new plaza is expected to be anchored by a Whole Foods Market, set at 50,000 square feet, and bordered by Route 22 and Frontier Road.

Near the Whole Foods, on that side of the ...

Weekly Market Update- Fed Raises Rates

"If I had six hours to chop down a tree, I'd spend the first four hours sharpening the axe."   -Abraham Lincoln

BASKING RIDGE, NJ- Last week was mixed for the markets, as the Dow increased by 0.44%, while the S&P 500 lost 0.06%, the NASDAQ dropped 0.13%, and the MSCI EAFE gave back 0.55%.[1] We also saw a variety of data released, giving a similarly mixed view ...

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Basking Ridge

Norris McLaughlin & Marcus Names New Members 

January 6, 2017

BRIDGEWATER, NJ –  Norris McLaughlin & Marcus, P.A., has announced that Andrew D. Linden, Rebecca J. Price, and R. Nicholas Nanovic have been promoted from Associates to Members of the firm, effective January 1, 2017. 

“On behalf of Norris McLaughlin & Marcus, we are proud to announce that Andrew, Rebecca, and Nick have become members of the ...

Norris McLaughlin & Marcus Names New Members 

January 6, 2017

BRIDGEWATER, NJ –  Norris McLaughlin & Marcus, P.A., has announced that Andrew D. Linden, Rebecca J. Price, and R. Nicholas Nanovic have been promoted from Associates to Members of the firm, effective January 1, 2017. 

“On behalf of Norris McLaughlin & Marcus, we are proud to announce that Andrew, Rebecca, and Nick have become members of the ...