Jeffrey R. Kenyon

1011 Route 22 Suite 104 Bridgewater, NJ 08807

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HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.
Surprise! It’s Retirement Time

Considering some important issues now could provide more options in the event of early retirement.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
HOT TOPIC: Will Tax Law Changes Impact Your Giving Strategy?

New tax rules will determine the deductibility of donations in 2026 for better or worse, which means taxpayers may want to rethink the timing and amount of their donations for 2025 and beyond.

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.
Tax-Deferred Savings

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