Blog
Welcome to the Family Wealth Advisory blog, where we believe that a clear financial path is the foundation for a life well-lived. In a world of complex financial decisions, our mission is simple: to empower you with the insights and strategies needed to simplify your financial life, protect your hard-earned wealth, and confidently pursue your most important goals. Join us as we explore topics designed to bring you peace of mind and financial clarity, for today and for generations to come.
How much do you need to retire in New Jersey?
The national headlines say you need $1 million to retire. Financial calculators spit out a number based on a 4% withdrawal rule. But if you live in New Jersey — and especially if you live in South Jersey's communities of Marlton,...
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From Dormant to Intentional: Waking Up Your Financial Plan
For many people, a financial plan exists, but it’s asleep. The accounts are open, contributions may be happening automatically, and insurance policies are in place; yet there’s little active engagement. The plan is dormant, running in...
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What's Happening in the Markets and What It Means for You
You've likely been following the headlines about the military conflict in the Middle East, and we wanted to reach out directly to share our perspective on what it means for your portfolio.Here's what's happening:The escalation of...
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Tax Prep vs. Tax Strategy: The Difference Matters More Than You Think
Tax Prep vs. Tax Strategy: The Difference Matters More Than You ThinkWe all know that April 15 is the end of tax preparation season and the annual deadline for completing and filing your return. As important as proper tax prep is, some...
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A Simple Way to Measure Your Financial Confidence
Financial confidence doesn’t always come from knowing more; often, it comes from having clarity about where you stand and what decisions lie ahead. If you’ve ever felt uncertain about your financial direction, you’re not alone.One of...
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A Checklist to Reduce Financial Stress
Financial confidence starts with clarity. Taking the time to review your finances, organize priorities, and identify actionable steps can significantly reduce stress and give you greater control over your financial future. Even a brief...
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National Social Security Month
As we welcome April, the Social Security Administration is marking National Social Security Month. This annual public awareness campaign is a wonderful opportunity to learn about how Social Security works and how to get more info about...
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Why Your Tax Return Might Be Bigger This Year
As tax season gets into full swing, we want to share some helpful updates, so you know what to expect this year. It’s a mix of good news, useful changes, and reminders to help make filing easier.Refunds Are Trending Higher This YearOne...
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How to Adjust Your Financial Plan for Recent Tax Changes
Recent tax law updates may have quietly shifted the landscape for your financial plan, and if your plan hasn’t been reviewed recently, you might be leaving money on the table or exposing yourself to unexpected tax burdens.For...
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Why ‘Enough’ Might Be the Most
For many women, the pursuit of financial security has been shaped by responsibility, navigating career interruptions, planning for longer lives, and, for some, caring for family and managing households. By the time retirement arrives,...
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Start the Year with a Clear Financial Plan, Before the Window Closes
As we begin the year, many people feel motivated to “get organized” financially, but far fewer take the step of translating that motivation into a clear, actionable plan.In today’s environment of changing markets, economic uncertainty,...
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Understanding Your Personal Balance Sheet: A One-Page Snapshot of Your Financial Life
A personal balance sheet is one of the simplest yet most effective tools for understanding your financial situation. Think of it as a snapshot of everything you own, owe, and ultimately control at a specific moment. Unlike a budget,...
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Take Two Minutes to Check Your 401(k)
Even with strong retirement plans, employer matches, and access to education, many employees still aren’t taking full advantage of one of the most valuable workplace benefits available: the 401(k).A recent survey of eligible employees...
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Tips to paydown your mortgage faster, while still investing for the future
We understand the urge, especially during uncertain economic times. If you could just “pay off that mortgage,” you would feel much better about your financial situation. But then there’s the idea that time in the market and the ability...
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Financial Resolutions for a Wealthier Future: Smart Money Moves to Make This Year
The start of a new year brings a renewed sense of possibility. It’s a natural time to reflect on where you are, where you want to be, and how your financial decisions today can shape your future. While many resolutions fade by February...
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When Is It Time to Open a Roth IRA?
As your income and assets grow, the question is no longer just how much you’re investing, but where those dollars should live for maximum long-term efficiency. One of the most strategic tools to evaluate at this stage is a Roth IRA,...
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2026 Forecasts for the S&P 500
When you see the word “forecast,” it should be closely followed by, “Forecasts are based on assumptions and are subject to revisions over time. Financial, economic, political, and regulatory issues may cause the actual results to...
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Your Financial Goals Aren’t Reachable Without This
You need a plan. A real one. One that turns “someday” intentions into step-by-step actions you can follow at every stage of life. Many people delay planning because they don’t know where to start, feel overwhelmed by the details, or...
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Your 2026 Wealth Game Plan
A new year brings a fresh opportunity to level up your financial life, and 2026 can be a year of real momentum if you approach it with clarity and intention. You’re in your prime building years and the habits you develop now can have...
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A Steady Approach to Market Movements
Market fluctuations can produce headlines that are unnerving. However, the true measure of a sound financial strategy is its ability to weather short-term volatility in support of your long-term goals. When markets become volatile,...
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2025 In Review
At times, 2025 felt like an extraordinary year for stock investors. From tariff uncertainty to international tensions to drama at the Fed, 2025 felt like no other year before. But in hindsight, 2025 was pretty ordinary. In fact, from...
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Building Wealth for the Holidays: Smart Budgeting and Saving Strategies
The holiday season is a time of joy, celebration, and generosity. It's also a period when many people tend to overspend, often leading to financial stress in the new year. But, for those committed to accumulating wealth, setting a...
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Is a Roth Strategy Right for You? Let’s Take a Look.
As the year winds down, it’s a great time to revisit your retirement goals and ensure your strategy is keeping pace with new opportunities. One area worth exploring is the recent changes to Roth contributions under the SECURE Act 2.0,...
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Social Security COLA Increase for 2026
The Social Security Administration recently announced a cost-of-living adjustment (COLA) increase for 2026, providing a boost to help keep up with rising costs. This adjustment is designed to help ensure your retirement income...
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A Retirement Strategy for Military Families
Retirement is a life milestone that requires careful strategy and budgeting. For military families, it requires even more knowledge because you need to consider the military's qualifications to take advantage of the available veteran...
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Changes to 2025 Medicare Open Enrollment: What Retirees Should Know
If you’re on Medicare or soon to be, the open enrollment period each fall is one of the most important financial and Health decisions you make all year. For 2025, there are some key changes and updates that could make a difference in...
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“Revenge Savings” Sweeps the Nation
Have you heard of the concept known as “Revenge Savings”? Gen Z’ers (born 1997 to 2012) have popularized the “vibe-based budgeting” this year. It’s the idea of stockpiling money to prepare for economic uncertainty, including a cooling...
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3 Critical Words: Adjusted for Inflation
“Adjusted for inflation” is a phrase you may think isn’t important. But when you see it in action, you might change your mind. Let’s examine how “adjusted for inflation” has affected a couple of tax rules and their impact on Social...
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The Risks of Not Having the Right Life Insurance
When it comes to protecting the people you love most, few decisions are as important as choosing the right life insurance. However, for many women, this topic is often pushed aside. It may feel overwhelming, too complicated, or even...
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How many years?
When you think about how many years you’ll spend in retirement, what’s the number that immediately pops into your head? Is it lower than 30 years? Thanks to advances in medicine, nutrition, and healthy living, statistics show retirees...
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Life Insurance: It’s Not as Expensive as Might Think
When you’re starting to build wealth, balancing a career, student loans, perhaps a mortgage, or a young family, the idea of adding life insurance to your financial plan might seem like just another expense you can't afford. Many...
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Why Partnering with a Financial Advisor Can Elevate Your Giving
Charitable giving can be more than a generous gesture—it can be a powerful, strategic piece of your financial life. But to move from transactional donations to transformational impact, you need more than good intentions. You need a...
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New Car Loan Interest Deduction Qualifications
If a new car is on your wish list for 2025, there’s a fresh tax break coming your way that could make that decision more financially beneficial. Beginning January 1, 2025, and available through 2028, individuals can deduct up to $10...
Read MorePersonal Wealth Management and Your Business
Personal Wealth Management and Your Business As a business owner, your financial landscape can often be complex, with your personal and commercial assets deeply intertwined. Personal wealth management may seem like an afterthought...
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From Greens to Greenbacks: The Unexpected Ways Golf Can Shape Your Financial Future!
Grab your clubs, dust off your plaid pants, and prepare for a wild ride on the greens! From the ancient origins of whacking rocks with sticks to the modern-day quest for the perfect swing, golf has evolved into a unique combination of...
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Social Security & You | Reversing Social Security Regrets
What happens when your Social Security card goes missing or gets stolen? For many, a Social Security card is an important document, often kept in a safe place with other key documents like a birth certificate. The potential risks to...
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Four tips for LGBTQ+ retirement planning
LGBTQ+ individuals and same-sex couples face unique challenges when it comes to financial planning. Here are some strategies to secure your Financial future. Despite major victories for marriage equality, family planning and workplace...
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Your Quarterly Medicare Newsletter
As summer winds down, watch for communications from your plan provider. This is also the time of year when many ne’er-do-wells try their best to take advantage of Medicare recipients. Read on to learn more. If you’ve supplemented your...
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Where Your Tax Dollars Go
With all the talk around the One Big Beautiful Bill Act, understanding where our tax dollars go can help put the bigger economic picture into perspective—and this month's chart offers a breakdown of how the federal government...
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Why Women Need More Life Insurance, Not Less
You’re working hard, building a life, caring for others, and often doing it all at once. More women than ever are leading households, growing careers, and taking charge financially. But even with all that responsibility, many women...
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Is It Time to Sell Your Home and Downsize? Or Should You Stay Where You Are?
As retirement approaches, many people begin to reevaluate their living situation—and their home is often one of the most significant financial and lifestyle decisions to consider. The question of whether to downsize or stay put isn't...
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What to Know Before Buying Your First Home: Financial Tips for First-Time Buyers
Buying your first home is a major milestone, and an exciting one at that! But it’s also one of the biggest financial decisions you’ll ever make. From saving for a down payment to understanding closing costs, there’s more to homeownership...
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Planning for a Healthy Retirement Starts Now. Avoiding Major Health Issues When You Retire
We spend so much time planning for retirement—saving, investing, thinking ahead about the financial side of things. However, something that often gets overlooked is what life actually feels like after the last day of work. Here’s a...
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Remembering Our Fallen Heroes This Memorial Day
Today we honor the brave service members who made the ultimate sacrifice in defense of our nation. This solemn day of remembrance gives us an opportunity to reflect on the profound cost of freedom and the extraordinary courage of those who
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Sticking With Your Strategy
When it comes to investing, it's important to remember the potential benefits of remaining invested over time—even when markets whipsaw like we've seen this month. In short, patience can be a powerful ally.
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Tax-Loss Harvesting: Common Misconceptions and Risks to Avoid
As you approach retirement, every decision you make about your finances becomes increasingly important. One of the strategies that can be used to reduce the tax burden and ensure investments are optimized for long-term growth is tax-loss ha
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Weekly Market Insights | Market Slips as Q1 Reports Arrive
U.S. stocks slipped over the shortened trading week as Q1 corporate reports started to roll in. The Standard & Poor’s 500 Index dropped 1.50 percent, while the Nasdaq Composite Index fell 2.62 percent. The Dow Jones Industrial Average...
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Seven Habits of Financially Literate People
If you’ve ever wondered what makes some people truly financially literate, it’s not just about understanding your budget and investments. Financially literate investors understand that it’s all about setting goals, sticking to a plan,...
Read MoreA Few Thoughts on Recent Tariff News and Market Reactions
Another day, another headline about economic policy. It can be exhausting to follow, especially when our portfolios track along with these market movements. This week, the White House announced changes to its tariff approach, causing...
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Tax-Loss Harvesting: A Strategic Tax Planning Tool for You
Effective tax management is essential to maximizing returns and minimizing your overall tax burden as part of a comprehensive investment strategy. One key tool we use to achieve this is tax-loss harvesting, a strategy that helps...
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Tax Return? Think of it as an Investment Opportunity
Tax season can feel like a relief, especially if you're expecting a refund. While it's tempting to spend that refund on something fun, why not consider using it to strengthen your financial future? Pay Down Debt: If you have...
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Can AI Help You Manage Your Money Better?
We’ll give you a hint, it already is! Artificial Intelligence (AI) has rapidly transformed many industries, and the financial sector is no exception. From robo-advisors to algorithm-driven tools, AI has introduced a range of...
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Market Uncertainty and Investor Behavior
Are the ups and downs of the stock market leaving you unsettled? Feeling hopeful when the market rises and uneasy when it dips is natural. However, these emotions can sometimes lead to hasty buying or selling.
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Checklist to Adjust Your Withholding
When was the last time you thought about or adjusted your withholding? Most people set it and forget it, but reviewing your withholding limits can be beneficial. Adjusting your withholding is a good regular practice.
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Top Brands Used in Phishing
We admit that even some of the most recent phishing scams require a second glance. Tactics are getting sneakier and sneakier, and it’s becoming more difficult to recognize scams as easily as in the past.
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The Penny Paradox
How much does your pocket change cost? More than a pretty penny, it seems. According to the U.S. Mint, each one-cent coin costs 3.69 cents to manufacture.
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Boost Your Credit Score in Just One Month—Here’s How
Your credit score is like your financial reputation—it affects your ability to get a mortgage, a car loan, or even a better interest rate on a credit card. A strong score can save you thousands over time.
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Are You Making the Most of Super Catch-Up Contributions?
The SECURE Act 2.0 has introduced catch-up contribution choices for those aged 50+, designed to help boost your retirement savings. These enhanced catch-up provisions are available if you're participating in workplace retirement plans.
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Tariffs, DeepSeek: What Else is Coming in 2025?
Like you, I’ve read a few unsettling headlines in recent weeks–which has led to some moving and shaking on Wall Street. First, we read that “Chinese Start-Up DeepSeek Threatens American Artificial Intelligence Dominance.”
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Warren Buffett Speaks
Warren Buffett, known by some as the Oracle of Omaha, gets much attention whenever he speaks on the record. In a letter opening his company’s annual report, he’s again caught the ear of the business world.1
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College Corner | The Cost of College While Saving for Retirement
Retirement & College Creating a retirement strategy is an important financial goal for many investors. But what if you also wanted to help a child or grandchild with higher education costs?
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Have You Lost a Retirement Account? The Department of Labor Can Help
Many Americans lose track of their retirement accounts over the years due to job changes, company mergers, or simply forgetting about an old 401(k) or pension plan.
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Life insurance is a legacy.
Life isn’t a journey, but many journeys woven together that create your story. The choices you make along the way guide these threads into a tale you leave behind to those who matter most.
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Super Catch-Ups for 2025
Are you in your early sixties and hoping to make a splash in your retirement strategy? The SECURE Act 2.0 introduced a $11,250 catch-up contribution for those aged 60-63.
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News that a Chinese AI firm created an AI model at a fraction of the cost rattled the markets.
Stock prices were jolted lower in late January on concerns that a “black swan” event may lead to some restructuring in the artificial intelligence (AI) industry. A Chinese AI firm appears to have developed a competitive AI model.
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Building Wealth | Empower Your Teens and Navigate Inherited IRAs
As we step into the promise of 2025, it's the perfect time to refresh our financial outlook and align our strategies with the opportunities that lie ahead. T
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Navigating Economic Change and Seizing Opportunities
As we move further into the year, one thing is certain: the economy will continue to evolve, bringing with it a degree of uncertainty.
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The Power of Micro Financial Habits: Small Steps, Big Growth
Small financial habits lead to big growth. Automate savings, track spending, plan purchases, and invest consistently. Simple actions like rounding up savings or using cashback apps build momentum. Start today to achieve long-term financial
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Gift to Yourself: Maximize IRA Contributions - Benefits of Funding IRAs for Retirement Planning
For most people to live a conservative and long retirement, they need to plan to have between 1-3 million saved. You read that right. And frankly, that’s probably on the low end.
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What will 2025 hold?
With 2024 coming to a close, I want to share my thoughts on America's current fiscal policy, geopolitical elements, and other factors that may help shape 2025's financial landscape. This transition period offers both challenges and...
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Considerations During Medicare’s Open Enrollment
How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage.
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Time + Professional Advice = Success
Indecisiveness and procrastination can be costly and put your financial future at risk. Without a solid financial plan, you could be vulnerable to market fluctuations, unexpected expenses, and missed investment opportunities.
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Empowering Women with Financial Literacy: Closing the Gap for a Stronger Future
Empowering women with the tools to manage their money levels the playing field and unlocks opportunities for independence, security, and long-term success.
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The Role of Behavioral Finance in Financial Planning: How Bias Can Derail a Long-Term Plan
When it comes to financial planning, logic and numbers often take center stage. However, human behavior—our emotions, social influences, and cognitive patterns—can significantly impact financial decisions, sometimes leading us astray.
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Financial Planning for Personal Growth: Align Your Finances with Your Dreams!
Why does financial planning have to be for just one phase of life? Think bigger! Your financial plan can be the key to unlocking everything you’ve ever wanted
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The Role of Behavioral Finance in Financial Planning: How Bias Can Derail a Long-Term Plan
When it comes to financial planning, logic and numbers often take center stage. However, human behavior—our emotions, social influences, and cognitive patterns—can significantly impact financial decisions, sometimes leading us astray....
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Financial Signs That Could Indicate the Onset of Cognitive Decline
Oh, the joys of aging! Statistically, as we age, the risk of cognitive decline, including dementia and Alzheimer’s, becomes a more prevalent concern. While these conditions often begin subtly, financial behavior is one of the first...
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Building Generational Wealth with Life Insurance: A Legacy of Financial Security
Life insurance, often viewed as a safety net for your loved ones, offers a reassuring solution to financial uncertainty. Its potential, however, extends far beyond immediate expenses.
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Why Life Insurance is a Must for Women: Protecting Your Loved Ones and Your Legacy
Life insurance isn’t just a financial product—it’s a lifeline, especially for women who play crucial roles as breadwinners, caregivers, and financial managers. Yet, many overlook this critical aspect of their financial planning.
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Building Generational Wealth with Life Insurance: A Legacy of Financial Security
Life insurance, often viewed as a safety net for your loved ones, offers a reassuring solution to financial uncertainty. Its potential, however, extends far beyond immediate expenses.
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Is Employer-Provided Life Insurance Enough? When to Consider Additional Coverage
For those who are single or don’t have children and/or dependents, employee-provided life insurance may well be enough to cover necessary expenses should the need arise.
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Common Life Insurance Mistakes to Avoid: Tips for Securing the Right Policy
Life insurance is a crucial component of financial planning, providing a safeguard for your loved ones in the event of your untimely passing. However, navigating the world of life insurance can be complex
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There are No “Pro’s” of Probate
Probate is the legal process through which a deceased person's estate is administered, ensuring debts are paid, and assets are distributed according to their will or state law if no will exists. It’s expensive, lengthy, and stressful.
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When to Create a Will: Key Life Triggers
Let’s shift the focus from the weirdness of contemplating death to the empowerment of planning for the future. Think of a will as your personal roadmap, a tool that empowers you to guide your loved ones and ensure your wishes are...
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Ensuring Your Will Reflects Your Current Wishes: A Guide for Retirees
As a retiree, ensuring that your will accurately reflects your current wishes is not just important, it's crucial.
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Would you rather start a conga line, or......
Give a public speech in your pajamas, take a selfie with a sleeping bear, challenge a sumo wrestler to a wrestling match… and update your will. It's not about things we don’t want to do, it's about taking control of your future. Let’s...
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Organize, Simplify, Thrive: Streamline Your Finances for a Stress-Free Future
August is here, the month of simplicity and decluttering! As we embark on "Simplify Your Life Week," it's the perfect opportunity to take a step back, reassess our priorities, and streamline our lives for greater peace and fulfillment...
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The Lifestyle Portfolio: Adjusting Investments with Changes in Lifestyle or Priorities
Investing is a dynamic journey that requires a flexible approach. This post advocates for a "lifestyle portfolio" that adapts to changes in life circumstances and financial goals.
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Take a Hard Pass on (Too Many) Store Credit Cards
We’ve all been there: standing at the checkout counter, tempted by a shiny discount if you sign up for the store’s credit card. But before you get swept away by the promise of immediate savings, it’s worth considering why having...
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Mid-Year Financial Audit: Key Metrics to Review
Can you believe we’re already halfway through the year? The year is flying by, and with so much going on, it’s easy for financial reviews to take a backseat. Luckily, the summer is a slow time when it comes to financial deadlines, so...
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Quarter 2 Market Review
It’s our mission to provide our clients with a timely market commentary of the prior quarter’s financial market performance, key economic releases, and policy developments. The Artificial Intelligence boom drove global equities higher...
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The Rebellion of Retirement
Retirement is often viewed as a distant horizon, but it's a revolution for women. Despite facing challenges like longer lifespans and caregiving responsibilities that interrupt careers and savings, women are seizing an unprecedented...
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Avoiding the Worst Nightmare: Preparing for Personal Disasters
June is National Safety Month, so we’re going to step off the beaten path of financial education. This is a scary thought, but think about what your absolute worst nightmare would be. Chances are it’s losing a loved one unexpectedly....
Read MoreThe Silent Thief of Wealth: Protecting Your Retirement from Alzheimer's and Dementia
As you plan for retirement, you focus on covering all the bases, saving enough, having the proper healthcare, and living in your desired location. Yet, an often overlooked but crucial aspect is the potential impact of cognitive...
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Shining a Light on Elder Abuse: Identifying and Reporting Signs of Neglect
It’s a topic that likely makes your blood boil like it does ours. But unfortunately, elder abuse is a distressing reality that affects a significant portion of our aging population. It comes in various forms, including physical,...
Read MoreTo Newly Eligible Medicare Participants
In the next few months, you will be newly eligible for Medicare. That means considering your coverage options. Should you sign up for traditional Medicare? If you do, should you complement it with a Medigap policy? Or should you opt...
Read MoreSummertime Checkup
Summer’s here, and the time is right for vacations, outdoor activities, and fun. It’s also a good time to consider a few financial matters. Here are some questions to ask yourself mid-year. Goals still the same this year? Has market...
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Playing Catch Up
Have you saved enough? Whether you started late, or have regularly saved throughout your career, you might wish you could stash some additional cash in your retirement fund. Fortunately, if you’re 50 or older, you can. The IRS offers...
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To Max or Not to Max…..Your 401(k)
At some point, you’ve probably heard the financial advice that says you should max out your 401(k)—i.e., contributing the maximum allowable limit each year. You can contribute up to $22,500 of your annual salary for this calendar year...
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Mix it Up: Why One Basket Won't Cut It!
You've likely heard plenty of analogies for it: Don't put your eggs in one basket, don't put it all on one horse, build a house larger than one room. They all lead to the same concept: diversification. Diversification is a fundamental...
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Mix it Up: Why One Basket Won't Cut It!
You've likely heard plenty of analogies for it: Don't put your eggs in one basket, don't put it all on one horse, build a house larger than one room. They all lead to the same concept: diversification. Diversification is a fundamental...
Read MoreNo. Social Security is not Bankrupt!
Social Security, a cornerstone of America's social safety net, has long been a subject of concern and debate. One persistent myth is that Social Security is on the brink of bankruptcy. However, this assertion is not only misleading...
Read MoreHow Medicare and Social Security are Connected
Social Security and Medicare are two pillars of the United States' social safety net, and understanding the connection between the two is essential for effective retirement planning. While they serve distinct purposes, Social Security...
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A Fresh Spin on Financial Literacy Month
As April rolls around, so does Financial Literacy Month, an opportune time to reinvigorate your approach to managing your finances. While financial literacy might seem like a dry subject, it's essential for building a secure future...
Read MoreYour 2024 Pocket Tax Guide
From eligible deductions to limits, changes, and deadlines, deciphering the annual tax updates can be challenging. We’ve attached this handy quick reference guide that outlines key tax information for 2024 so as you look to the year...
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The Intersection of Social Security and Financial Literacy
In an age where financial decisions can significantly impact one's future, the intersection of social security and financial literacy has become a critical focal point for individuals planning for retirement.
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401(k) Millionaires Are on the Rise
Fidelity Investments just announced that 440,000 retirement savers reached an incredible milestone in 2023: $1 million in their 401(k).
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Mutual of Omaha Honors Agent and Financial Advisor Marty Higgins for Unprecedented Success
OMAHA, Neb. – Mutual of Omaha, a Fortune 500 insurance and financial services company, recently honored Marty Higgins of Marlton, N.J., as one of the most successful agents and financial advisors in its 114-year history. The...
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