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54 Route 31N, 1st Floor, Pennington, NJ 08534

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We strive to help you understand your financial opportunities – and our recommendations. Providing education beyond our one-on-one conversations and meetings is key, so you can feel confident in your financial decisions.

Read our latest blogs to find in-depth information on a variety of financial and tax topics.

Wednesday, October 18, 2023

Tax laws can change, meaning the taxes you’ll pay when it's time to access your investment and retirement accounts may differ from what they would be now. Diversifying your tax mix can help account for potential tax law changes.

Monday, September 18, 2023

Your health directly impacts your financial vitality, especially as you age. While we never know what our future holds, there are ways to be strategic and optimally position yourself when choosing the right Medicare coverage. 

Thursday, August 3, 2023

Scafa Financial Services, LLC has hired Marc Oceanak as a new financial advisor in its Pennington office. This addition comes with great excitement and the Scafa team is thrilled to expand their financial services capabilities by...

Thursday, August 3, 2023

Discussing money matters and inheritances with children can be challenging but important. Find the right time and setting for the conversation, understand their perspective, and emphasize financial literacy.

Wednesday, July 19, 2023

The Net Unrealized Appreciation (NUA) rule allows individuals to take advantage of the difference between the original cost basis and the current market value of company stock within their retirement plan.

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Monday, June 12, 2023

At Scafa Financial Services, we know real estate investing can be complex, especially when it comes to tax strategies. We can help you understand tax-deferral strategies and investment vehicles to potentially keep more of what you earn.

Tuesday, May 16, 2023

Combining the benefits of both life insurance and long-term care, a hybrid policy can offer individuals and families a comprehensive and flexible approach to protecting your financial well-being.

Thursday, April 20, 2023

Holistic may seem like a buzzword, but its meaning carries a lot of weight. It's all about looking at the big picture, instead of getting caught up in the details. Our team takes into account every facet of your financial situation.

Monday, March 20, 2023

Tax season doesn’t have to be stressful or overwhelming. By starting early, staying organized, working with a knowledgeable tax advisor and more – you can make the most of tax season and ensure that you are maximizing your benefits.

Thursday, March 16, 2023

It’s never too early to start planning for retirement, and seeking the advice of a financial advisor can help you develop strategies to achieve your financial goals both now and in the future.

Tuesday, February 7, 2023

Retirement planning is an essential part of financial planning for anyone, but especially for women. With careful planning and the right strategies, women can proactively plan for their retirement. Here’s where to start.

Wednesday, January 18, 2023

As we begin a new year and revisit our personal goals, it’s an optimal time to reassure yourself your financial advisor is helping you prepare for the future, providing helpful, consistent advice and uncovering opportunities to...

Tuesday, January 17, 2023

I think it is safe to say that 2022 has been one of the more challenging financial years for taxpayers and investors. The Federal Reserve has raised interest rates six times during 2022 to help combat inflation and stabilize markets....

Friday, January 7, 2022

Get the Tax Guidance You Need to Help Live the Retirement You Desire There’s a lot of concern among industry experts about whether the popular 4% withdrawal rule can provide enough income...