Matthew Crum is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at True North Financial Services in Kinnelon, NJ and the surrounding communities.
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There are many factors to creating a stable, secure, and sustainable1 retirement income plan. One of the more important factors in retirement...
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Part II: Basic Documents: the WillAlthough there are many complex estate planning strategies, it is often the simplest items that are...
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This blog will continue the theme of how much you should be saving each year in order to meet the future goals that you have for yourself and...
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A lot has been written recently about the lottery. There’s a direct correlation between articles written about the lottery and the size of the...
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I first met with Steven and Janice (names changed) a few years ago. They had always saved somewhere around 5% of their salary, but at times...
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The past 12 months perfectly captured the proverbial roller coaster of the stock market. It went up and down, it zigged and it zagged, and it...
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You may have joined—or are about to join—the ranks of the unemployed. Now what?Early key moves and decisions can make the difference between...
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Even with recent revisions to the Federal Estate Tax System, many people are still rightfully concerned over costs when their assets pass to...
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When thinking about one’s estate and the planning that goes along with it- many times we only think of the tangible assets. We consider the...
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