Jeffrey R. Kenyon

1011 Route 22 Suite 104 Bridgewater, NJ 08807

Phone:

Are You Spending Money to Keep Stuff You Don’t Need?

One in 10 Americans leases a storage unit. But for many, it may be worthwhile to let go of unneeded belongings instead.
Home Energy Rebates Could Save You Money

The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.
Charitable Gifts of Life Insurance

Life insurance offers a way to make a substantial gift to charity while also benefiting from favorable tax rules.
Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.
IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Savings Accumulation

Estimate the future value of your current savings.