Ask NJ Money Help

03 Feb How to sell inherited stock

Posted at 14:55h in Ask NJMoneyHelp, Retirement, Taxes

A checklist to consider before selling inherited stock...

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02 Feb How to get Dad’s permission to help with his finances, and the needed legal docs

Posted at 13:33h in Ask NJMoneyHelp, Estate Planning

Broaching the topic of estate planning with elderly loved ones. ...

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02 Feb Maximizing Social Security when one spouse has health issues

Posted at 12:34h in Ask NJMoneyHelp, Retirement

Making a smart Social Security decision when one spouse has health issues. ...

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30 Jan The lowdown on Required Minimum Distributions (RMDs)

Posted at 13:26h in Ask NJMoneyHelp, Retirement

When you have multiple IRA and annuity accounts, Required Minimum Distributions (RMDs) can be complicated....

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30 Jan Term versus permanent life insurance

Posted at 12:59h in Ask NJMoneyHelp, Insurance

Choosing the right kind of life insurance depends on your goals and your budget. ...

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28 Jan Using a donor advised fund for charitable giving

Posted at 13:22h in Ask NJMoneyHelp, Estate Planning, Taxes

A donor advised fund can be a great way to give to charity and help your tax and estate planning. ...

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26 Jan How and when to fund a 529 Plan

Posted at 12:47h in Ask NJMoneyHelp, College

Be cautious before you gift money for college. ...

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23 Jan When can I afford to retire?

Posted at 13:32h in Ask NJMoneyHelp, Retirement

You need to understand your income sources in retirement before you take the plunge....

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