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The 20/20 Newsletter – Vol. 25 Issue 4
This "Personal Financial Review" features articles on how incentives offset inherited wealth effects, what a recent AICPA survey says about the current outlook of the U.S. economy, real estate as a charitable form of giving and how dual income families are quickly becoming the American standard.

UPDATE: MA Updates Draft Regulations for PFML
This "Update" contains details regarding the updated draft regulations for Massachusetts's statewide Paid Family & Medical Leave benefits.

UPDATE: New Jersey Enacts Pre-Tax Transit Benefits for Employees
This "Update" shares details regarding New Jersey's statewide pre-tax transportation fringe benefits law.

The 20/20 Newsletter – Vol. 25 Issue 3
March 2019's " Personal Financial Review" includes articles regarding the legal & financial responsibilities when losing a spouse, the basics on financing a new home and the pros and cons of retirement communities.

SMART TALK: Fully Insuring Valuable Items & Collectables
Director of Personal Lines Bill Santiago provides insight on how standard policies often underestimate the value for valuables and collectable items - leaving the policyholder with only partial-value reimbursement.

UPDATE: New Jersey Expands Leave Protections
This "Update" shares details on legislation that expands paid and unpaid leave laws in the state of New Jersey.