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Welcome, and thank you for visiting our website
where
Planning is the Key to Security.
If this is your first visit, please stay a while to look
around. We have designed the website to be informative and
educational. More specifically, the contents have three
main components:
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Who
we are, our services, and our philosophy. |
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2. |
Access to your investment account information. |
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Financial planning material & calculators. |
The financial services
industry is continuously changing. We intend to keep our
website and the services provided to our clients responsive
to those changes. For example, in August we will add
access to our financial newsletters that cover topics that include current changes
in tax laws, and other areas specific to your interests.
Podcasts with Ken Shapiro
Click to listen!
Buying or Selling a Home in a
Recession
If you're shopping for a mortgage or trying to sell
your home these days, it's a whole new world out
there. The days of easy credit and skyrocketing home
values are long gone. So what do you do? Hear from a
New Jersey CPA and a real estate expert about how to
buy or sell a home during a recession.
Credit Card Offers
Chances are you've gotten your
share of "pre-approved" credit card offers in the
mail. But with credit card issuers offering so many
features - low introductory interest rates, no
annual fee, reward points and cash back, just to
name a few - how do you know when to sign up and
when to shred the envelope?
In the New Jersey Society
of CPAs' (NJSCPA) newest Financially Fit podcast,
financial planning expert Ken Shapiro, CPA, offers
tips on finding a card that matches your needs and
developing a plan to pay for it.
Originally aired on
moneymattersnj.com
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Speaking
Engagements
With Ken Shapiro and Diane Taylor
Date: April 27, 2009
Where:
National Association of
Professional Organizers
– Northern NJ Chapter
The
Baird
Community Center
5
Mead Street
South Orange,
NJ 07079
Speaker:
Diane Taylor, CFP®, EA
Topic:
Organizing Your Clients' Financial Lives
This meeting is open to the general public.
Attendance fee is $25, payable in cash or check
at the door.
Web site:
naponnj.org/meetings_events.html
Click here for past
speaking engagements
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