Skip to main content
menu
  • Home
  • About
    • Our Process
    • Who We Serve
    • Our New Jersey Team
    • Our Connecticut Team
    • Our Upstate New York Team
    • Our Partners at Balmville Wealth Group
  • Our Services
    • Retirement Planning
    • Investment Planning
    • Financial Planning
    • Estate Planning
    • Tax Planning
    • Education Planning
    • Insurance Planning
    • Life Insurance
    • Business Owners
  • Resources
    • LPL Weekly Commentary
    • Useful Links
    • Blog
  • Contact
    • Central Jersey Team
    • Connecticut Team
  • Join Our Team
  • Account Access

Blog

Img
Joe Zito | Nov 22, 2021

Planned Giving Goes Further

Finance
Tax Planning
There are many ways that we support our favorite charitable causes. However, one of the most beneficial ways to support a favorite charity now and into
Read More
Finance
Joe Zito | Nov 19, 2021

AICPA Highlights 5 Recent Personal Finance Trends

Finance
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
Read More
Paying off Student Loans
Joe Zito | Nov 15, 2021

Paying off Student Loans

Finance
Education
College

In 2018, student loan debt in the U.S. reached $1.5 trillion. With a continued increase in college tuition, it's likely that even more young adults will be

Read More
image
Joe Zito | Nov 12, 2021

Why Financial Literacy is Important

Finance

Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions

Read More
Stock
Joe Zito | Nov 8, 2021

Keeping your Personal Finances in Shape

Finance

While it may be prudent to use a financial professional when you start your investment journey, there are a lot of things you can do before you ever speak to a

Read More
Stock
Joe Zito | Nov 5, 2021

How to Avoid Emotional Investment Choices

Investments

 

 

Investing is a marathon, not a sprint. It takes guts to stick to your plan and avoid selling into a bad market. “Buy low, sell high” seems easy enough

Read More
default blog image
Joe Zito | Nov 1, 2021

Ups and Downs of Online-Only Banking

Finance

The digital world has transformed professional industries in unique ways that prior to internet access would have been impossible. Doctors can monitor patients

Read More
Elderly woman and younger woman having a conversation
Joe Zito | Oct 29, 2021

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

Read More
Elderly person holding a stress ball
Joe Zito | Oct 25, 2021

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

Read More
An exit sign in a modern office building
Joe Zito | Oct 22, 2021

Small Business Owner Retirement: Dealing with an Unexpected Exit

Retirement
While you might have been planning your retirement for many years, there may come a time when you need to retire earlier than expected.
Read More
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Joe Zito | Oct 18, 2021

Living the Dream How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is that you have the time, money, and space to do what makes you happy.
Read More
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Joe Zito | Oct 15, 2021

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 9
  • Page 10
  • Page 11
  • Page 12
  • Page 13
  • Page 14
  • Current page 15
  • Page 16
  • Page 17
  • Next page Next ›
  • Last page Last »

THIS IS WHAT WE DO. GET IN TOUCH TODAY. 

Let's Get Started ›

Contact

908-461-1021
rose.neidermeyer@lpl.com

Account Access ›

Address

485E US Route 1 South, Suite 110
Iselin, NJ 08830

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, MO, NC, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TX, UT, VA, VT, WA, WI, WV

© 2026 Align Wealth Group. All rights reserved.