Jun 13, 2018 | Saving for Retirement
by Mitchell J. Smilowitz, CPA According to the National Center for Education Statistics, nearly half of undergraduate and masters students graduate with at least $40,000 in debt. More than 20% graduate with $80,000+ in debt. The numbers are even higher for doctoral...
Jan 11, 2025 | Investment Fundamentals
An easy-to-understand visual representation of stock funds is the Morningstar Style Box™. The Style Box categorizes equity mutual funds based on market capitalization (i.e., company size in dollars) and investment style (i.e. growth or value). Morningstar, Inc., an...
Jul 11, 2018 | Estate Planning
by Mitchell J. Smilowitz, CPA Making contributions to the JRB means that you are taking important steps to lower your taxes and accumulate savings for a comfortable retirement. But, God-forbid you pass away, the beneficiary information on file determines who inherits...
Aug 14, 2018 | Saving for Retirement
by Mitchell J. Smilowitz, CPA There’s no simple guideline when it comes to saving for a child’s education. When you think about it, this makes sense. There are just too many variables involved with calculating the amount of money you will need. This article addresses...
Sep 25, 2018 | Retirement
by Mitchell J. Smilowitz, CPA For most of our working lives, we focus on saving and investing so we have the financial freedom to do what we want in retirement. Then we retire – often without thinking about how we can spend our savings so that it lasts the rest of our...
