Epona Financial Solutions

09/18/2023

Suddenly Single--Are you prepared? On Tuesday 10/17 from 6 - 7:30 pm, I'm excited to be presenting a workshop on preparing for the unexpected at Arbor Terrace in Basking Ridge. We'll create a personal financial profile by answering 5 key questions so as to be ready in the event of a major life change. RSVP by 10/13 to [email protected] or call 908 498-6677.

01/18/2022

Call me a crazy Certified Financial Planner, but the day my annual credit card summary comes out is one of my favorites of the year.

This little gem of a report is chock full of great information about how I spent my money last year....and so is yours!

If one of your 2022 Resolutions is to get a handle on where your money goes, take a stroll through your annual summary. It is a great place to start and most major cards generate them each year. Check your statement folder!

05/22/2021

Thinking about betting the farm on Bitcoin?

Investors are excited about crypto. There could be big reward, but giant risk, too.

04/08/2021

The financial separation in a divorce may be as bad — or worse — than the emotional separation. That is especially true if you haven't done the planning. On April 21 at 2 pm, join me for an in-depth look at the financial aspects of divorce. I'm excited to join CoveyClub and Lesley Jane Seymour to share these insights. Registration at the link below.
https://www.coveyclub.com/events/navigating-the-financial-pitfalls-of-divorce/

11/12/2020

NJ Money Help.com is a great consumer finance website where reader's can send in their questions and have a financial professional provide them with an answer.

Filing for spousal social security benefits can be complicated so it's important to understand how and when to file.

There are several factors to consider when deciding how to take Social Security.

08/05/2020

You probably know someone who has lost a job, who has shut down a business, who doesn’t know how they are going to pay their bills. In the best of times, conversations about money are tricky and sensitive. So how should you handle it now?

NJ Money Help NJ.com The Star-Ledger

With so many job losses, talking about money has gotten a lot stickier.

07/13/2020

There is no better time to reassess your financial goals than right now.

Thank you DeTorres & DeGeorge Family Law for the opportunity to share thoughts on this important aspect of personal financial planning.

Written by guest writer, Claudia E. Mott, CFP®, CDFA™, Epona Financial Solutions The Coronavirus pandemic provides a unique opportunity to review your

05/26/2020

Is it time for a financial planning reset? The Coronavirus pandemic provides a unique opportunity to review your financial picture and perhaps make some changes that can be beneficial for the long run. Spending habits have changed significantly over the past few months whether you’ve earned a paycheck or not. As States begin to open up again and the opportunity to spend becomes easier, think about whether it’s time for a review and perhaps some new goals.

https://www.nj.com/coronavirus/2020/05/if-you-still-have-your-
job-here-are-money-moves-to-make-right-now.html

Hopefully you won't lose employment, but everyone should be prepared during the pandemic.

05/08/2020

NJ Money Help offers consumers the opportunity to ask questions about all things money-related. Here's one about dealing with the debts of someone who is deceased.

When someone dies, his or her estate would pay off bills.

04/01/2020

New Jersey finally follows suit and extends tax filing deadline to July 15th.

https://www.nj.com/coronavirus/2020/04/nj-moves-income-tax-
filing-deadline-to-july-15-because-of-coronavirus-crisis.html

New Jersey will postpone its tax filing deadline. Your federal tax filing deadline was postponed on March 20

03/20/2020

The IRS has now extended the tax filing deadline to July 15th...

Treasury Secretary Steven Mnuchin announced that tax day will be delayed from April 15 to July 15.