10 Decker Lane
Bridgewater, NJ 08807

LinkedIn

Better Life Wealth Management Group

(908) 429-0790

 
Sit, Stay, Rollover: A Guide to IRA Rollovers An Arm and a Leg The New Wild West: Bitcoin What to Do When You Lose Your Wallet

Welcome!

I provide accounting, tax, financial services and investment planning services to individuals and businesses. 

I am a Certified Public Accountant and Certified Financial Planner. The Better Life Wealth Management Group is a consulting firm that offers accounting and financial services. Accounting services include bookkeeping, tax preparation, software implementation (I am a Quickbooks Pro Advisor) and business consulting. Through my affiliation with HD Vest Investment ServicesSM, I offer a full range of financial services including personal and business financial planning. These services include, but are not limited to, investment management, retirement plans (design and implementation), and insurance.

 

Helpful Content

Do Your Kids Know The Value of a Silver Spoon?

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Do You Feel Lucky?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

The Great Debate Continues: Active vs. Passive

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which is Better?”

 

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

The Anatomy of an Index

The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.

TIPS for Inflation

If you are concerned about inflation—and expect short-term interest rates may increase—TIPS could be worth considering.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

View all articles arrow

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

View all calculators arrow

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Should You Invest in Exchange Traded Funds?

There are hundreds of ETFs available. Should you invest in them?

Acres of Diamonds

In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

View all videos arrow