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Peapack-Gladstone Financial Corporation to Acquire

Peapack-Gladstone Financial Corporation to Acquire Princeton Portfolio Strategies Group
May 12, 2021 16:30 ET
| Source:
Peapack-Gladstone Financial Corporation
Peapack-Gladstone Financial Corporation
Bedminster, NJ, May 12, 2021 (GLOBE NEWSWIRE)
via NewMediaWire Peapack-Gladstone Financial Corporation (NASDAQ Global Select Market: PGC), parent company of Peapack-Gladstone Bank announced today that it has entered into an agreement to acquire Princeton, NJ-based Princeton Portfolio Strategies Group, LLC (“PPSG”), with assets under management of approximately $550 million. The Company anticipates the purchase will be immediately accretive to earnings. The transaction is expected to close in the third quarter of 2021, subject to the receipt of regulatory approval and other customary closing conditions. ....

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Can I leave Social Security to my son in my will when I die?

Can I leave Social Security to my son in my will when I die?
masslive.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from masslive.com Daily Mail and Mail on Sunday newspapers.

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What will this tax law change do to my Social Security benefits?

What will this tax law change do to my Social Security benefits?
Updated Feb 10, 2021;
Still working
A. The Windfall Elimination Provision (WEP) is a formula used to adjust Social Security benefits for people who receive certain kinds of pensions but are also eligible for Social Security benefits based on other Social Security-covered earnings.
These pensions are called “non-covered” pensions.
It refers to pensions paid by employers, typically state and local governments, that do not withhold Social Security taxes from a worker’s paycheck, said Jodi Cirignano, a certified financial planner and certified public accountant with Peapack Private Wealth Management
She said Congress passed the law to remove an advantage for workers who collect government pensions and didn’t have Social Security taxes deducted from their paycheck but also had other employment where they paid some Social Security taxes. ....

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Key Takeaways From 2020 to Help Forecast 2021

By DAVID G. DIETZE, JD, CFA, CFP™
December 23, 2020 at 11:49 PM
David Dietze, Point View s President and Chief Investment Strategist.
David Dietze, Point View s President and Chief Investment Strategist.
Credits: Point View Wealth Management
Credits: Point View Wealth Management
By DAVID G. DIETZE, JD, CFA, CFP™
December 23, 2020 at 11:49 PM
2020 ended up as a very good year for the markets despite the global tragedy of Covid 19 and the associated economic pain. As of Christmas week the S&P 500 was up 14.8%, significantly above its 9-10% average annual gain, including dividends, for the last 100 years.
The disconnect, however, with the underlying economy and health couldn’t be starker. Globally, nearly 1.7 million have died from the coronavirus, stemming from nearly 77 million cases. Domestically, the jobless rate started the year at 3.5% and soared to 14.7% in April amid the lockdowns. It remains unacceptably high, at 6.7%. ....

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Money tips for the new year: Here are 21 ways to reduce debt, build an emergency fun in 2021

Money tips for the new year: Here are 21 ways to reduce debt, build an emergency fund in 2021
Adam Shell, Special to USA TODAY
How you can save $1 million for retirement
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Start the countdown: A new year is fast approaching. So now is the time to hatch a plan to get your personal finances back on track. Think of 2021 as a fresh start to solve your money worries.
Here are 21 tips – or must-do money resolutions for the New Year– to help you trim your debt and build up that crucial emergency savings fund in 2021.
Since most people need a substantial amount of money set aside to help ride out an unexpected financial setback, we ll kick off this list of advice with some money-saving tips recommended by financial planners and advisors: ....

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