Jill Cooper, Member of EPIC Insurance Brokers & Consultants

Jill Cooper, Member of EPIC Insurance Brokers & Consultants Over 25 years experience specializing in business and employee benefit planning; estate and financial planning in the NY metropolitan area. CFP®, CLU, ChFC

For over 20 years, I have been specializing in business and employee benefit planning as well as estate and financial planning in Northern New Jersey. A graduate of The George Washington University with a B.B.A in Finance, I earned my Certified Financial Planner™ designation from the College of Financial Planning and both the Chartered Life Underwriter and the Chartered Financial Consultant designations from the American College. I have been active in many industry organizations including the Passaic Bergen Association of Insurance and Financial Advisors where I was President. I am also a member of the Greater New Jersey Estate Planning Council.

09/08/2026

A couple of federal personal tax credits were available for the installation of certain energy efficient or clean energy property in your home. Under the One Big Beautiful Bill Act (OBBBA), these credits have expired for any property placed in service after December 31, 2025.

09/07/2026

A payroll deduction IRA plan is really nothing more than a special type of program that you can establish to allow your employees to contribute to their own IRAs via payroll deduction. It can be offered to your employees as an alternative to a more conventional employer-sponsored retirement plan [su...

09/04/2026

Section 179 of the Internal Revenue Code allows a sole proprietor, partnership, or corporation to elect to deduct the cost (up to $2,560,000 in 2026) of depreciable tangible personal property acquired for use in a trade or business in the year of purchase. In the absence of the Section 179 deduction...

09/02/2026

Some special mortgage programs allow you to purchase a home with no down payment.

09/01/2026

An individual retirement account (IRA) is a personal savings plan that offers specific tax incentives to encourage you to save for retirement. Currently, there are two types of retirement IRAs. Traditional IRAs allow for tax-deductible contributions under certain conditions. Roth IRAs are funded wit...

08/31/2026

Moving to a new state may have unforeseen tax consequences that can follow you long after settling in.

08/30/2026

Find out why unit investment trusts have become more popular as an investment vehicle.

08/28/2026

The latest issue of Market Week is available.

08/26/2026

Women may have unique estate planning concerns.

08/25/2026

Here are some things to consider when deciding between a fixed rate or adjustable mortgage.

Address

Upper Saddle River, NJ
07458

Website

Alerts

Be the first to know and let us send you an email when Jill Cooper, Member of EPIC Insurance Brokers & Consultants posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Jill Cooper, Member of EPIC Insurance Brokers & Consultants:

Shortcuts

Share

Category