


Legacy Concerts celebrate local history of legendary rockers
The Legacy Concerts on the Beach in Somers Point are a standout celebration of rock ‘n’ roll history at the Jersey Shore. Bill Haley & His Comets were playing at Tony Mart’s in the late 1950s when DJ Alan Freed had them perform in what are often...
Summer French wines from Sancerre and Muscadet
Drink Up! Last week, I discussed wines from the Touraine-Amboise, Chinon and Vouvray appellations of the mid-Loire Valley wine region, also known as the “Garden of France.” This week, I’d like to introduce you to the Sancerre, Pouilly-Fume and Muscadet wine regions of...
Mental Health Reset: Small shifts that can make a big difference
If your brain feels foggy, your patience is running thin or you’re carrying stress like bricks in a backpack, you’re not alone. Mental health issues are common, yet they are not always loud or obvious. They can creep in slowly, through irritability, a lack of...
Tax-exempt gifting to family
Gifting is one of those topics that comes up often with clients. The decision to give is one thing, but the way that you should give to family can be more complicated. There are three ways to gift on a tax-exempt basis. 1. Annual exclusion gifts For 2025, you can give...