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Category: Ask Garden State Trust

Recessions
Ask Garden State Trust

Recessions

Dear Garden State Trust: My head is still spinning from the explosion in prices, and now I’ve been reading that many CEOs are expecting a recession, perhaps this year. Is a recession really very likely? —Nervous About the Economy Dear Nervous: As a wise man once said, it’s tough to make predictions, especially about the…

gstc July 22, 2022 No comment(s)
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Delaying Retirement
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Delaying Retirement

Dear Garden State Trust: I was planning on retiring later this year, but I’m having second thoughts. My 401(k) has gone down in value, just when the cost of living is going up at rates I haven’t seen since I entered the work force after college. What do you think? —Reconsidering the Retirement Date Dear…

gstc June 24, 2022 No comment(s)
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Warren Buffett On Inflation Response
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Warren Buffett On Inflation Response

Dear Garden State Trust: The recent record inflation is frightening. What stocks should I be buying to protect my portfolio? —Worried Investor Dear Worried: As it happens, a Berkshire Hathaway shareholder posed that exact question to Warren Buffett and Charlie Munger at this year’s shareholder meeting, held in Omaha on April 30. She observed that…

gstc May 26, 2022 No comment(s)
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Cryptocurrency Taxes
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Cryptocurrency Taxes

Dear Garden State Trust: Last year I bought ten Ethereum coins for $2,000 each.  I was planning to trade them for an NFT (a non-fungible token), an art investment that has become popular lately.  My coins are now worth about $3,500 each, and I’ve found the NFT that I want.  Do I have to worry…

gstc April 26, 2022 No comment(s)
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Crisis Investing
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Crisis Investing

Dear Garden State Trust: What portfolio management steps should I take on account of the new war in Europe? —Unsettled Investor Dear Unsettled: First, depending upon what you own, an impact will be made on your portfolio by the actions taken by multinational companies, many of whom already have cut their ties with Russia. So…

gstc March 24, 2022 No comment(s)
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Tapping Retirement Funds To Pay For College
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Tapping Retirement Funds To Pay For College

Dear Garden State Trust: Should I withdraw or borrow from my 401(k) plan to help pay for my child’s college expenses? —Puzzled on Funding Dear Puzzled: As a general rule, impairing your retirement savings to meet current spending needs is not a good idea, even for higher education expenses.  There are other sources of funds…

gstc February 22, 2022 No comment(s)
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Portability Exemption
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Portability Exemption

Dear Garden State Trust: My spouse died two years ago, leaving me an estate worth several million dollars. Because the estate was less than the federal exemption amount, I was told that no federal estate tax return was necessary. Was that advice correct? —Having Second Thoughts Dear Having: It’s complicated. Not filing the federal estate…

gstc January 25, 2022 No comment(s)
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About

Garden State offers a variety of trust administration and investment services to help you plan for your family’s future. Garden State Trust Company is a trust service office of Midwest Trust Company, a Kansas non-depository trust company regulated and examined by the Office of the State Banking Commissioner of Kansas.

Four Locations to Serve You

Wall   Main Office

2101 Highway 34 South, Suite A • Wall, NJ 07719
732-255-5000

South Jersey   Regional Office

One Holtec Drive, Suite G101 • Marlton, NJ 08053
856-281-1300

Four Locations to Serve You

Lebanon   Regional Office

1390 Route 22 West, Suite 101 • Lebanon, NJ 08833 908-287-7188

Linwood   Regional Office

2021 New Road, Suite 9 • Linwood, NJ 08221
888-323-5535
Garden State Trust Company
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