Blog

How Do you Plan to Retire?

More to the point, what are you doing now to create that comfortable retirement? Retiring with plenty of money to live on takes a lot of planning and disciplined saving, starting as early as possible (yes, 20- and 30-somethings, we’re talking to you!). You can always open a savings account or go to a brokerage…
Read more

NGTS CEO, Jaime Raskulinecz is Recognized for Business Accomplishments and Innovation, Community Involvement, Advocacy for Women

Jaime Raskulinecz, founder and CEO of Next Generation Trust Services in Roseland, New Jersey has been named into the Top 25 Leading Women Entrepreneurs in New Jersey, an annual program sponsored by Leading Women Entrepreneurs (LWE). The Leading Women Entrepreneurs Initiative was developed to acknowledge female business owners who exhibit outstanding performance in four areas:…
Read more

Equity Crowdfunding is Working—and Can be a Self-Directed Investment

Adam Sharp, founder of Early Investing (http://earlyinvesting.com/) is bullish on equity crowdfunding (ECF) and cited some good reasons in a recent newsletter he sent to subscribers. Equity crowdfunding enables startup and early-stage companies to raise capital … and now that unaccredited investors may now participate, more people can invest via registered online portals and help…
Read more

June is here and summer is just around the corner!

June 2017 | Newsletter Still spring cleaning to get your house in order? Why not include your finances? Many people forget about who they designated as their IRA beneficiaries until it’s too late. We encourage our clients to periodically review their beneficiary designation to make sure the information is aligned with clients’ intentions regarding who…
Read more

Are Your IRA Beneficiary Designations Up to Date?

Many people forget about who they designated as their IRA beneficiaries until it's too late. Divorces, deaths and other changes in the family may make a once-intended beneficiary the wrong person to inherit your IRA upon your passing. This is why it is important to check your beneficiary designation forms for IRAs, HSAs, and Coverdell…
Read more

Exciting News for Next Generation!

I am proud and excited to announce that we have been granted a trust company charter! This means that Next Generation Trust Services' (soon to be renamed Next Generation Services) new custodian will be Next Generation Trust Company. This new arrangement will be effective 7/1/17. Please note that the same staff you've come to rely…
Read more

Retirement Lifestyle by Design

You may spend your work days dreaming about the day you retire. However, the only way to make your retirement lifestyle dreams come true is to plan ahead. That means being proactive about your retirement savings—and that you should start saving now. The earlier you start saving, the better off your retirement plan will be…
Read more

Are You a HENRY? Why High Earning is not the Same as Wealth

Matthew Carr, the Emerging Trends Strategist for The Oxford Club, recently wrote an article about those who are “high earners but not rich yet.” He referred to them as HENRYs, a term that appeared in Forbes over 10 years ago to describe the one-percenters who don’t feel rich, because they aren’t. HENRY households comprise professionals…
Read more

Are you Part of the Gig Economy? How is Your Retirement Account Doing?

There’s no question that services such as Lyft and Uber, Air BnB and others have created what’s now known as “the gig economy.” Of course, musicians, actors, creatives, and those in hospitality have been part of the gig economy for decades—picking up work when it’s available, often as an independent contractor. Whether part time or…
Read more