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Category: Beyond Tax Season

Beyond Tax Season: Year-Round Financial Planning for NJ Families

The moment that last tax form gets submitted, most New Jersey families experience that fleeting sense of financial accomplishment—only to have it quickly replaced by the nagging thought: “Should I be doing more with my money?” In a state where property taxes can rival monthly mortgage payments and a trip down the Shore for the weekend can mysteriously empty your wallet, that question isn’t just philosophical—it’s survival. The truth is, while our neighbors in Pennsylvania…