Retirement

05 Feb What to do with extra money in your monthly budget

Posted at 13:05h in Ask NJMoneyHelp, College, Retirement

If you have extra cash flow, create a plan to use it wisely....

Read More

05 Feb The difference between ‘diversification’ and ‘asset allocation’

Posted at 12:21h in Ask NJMoneyHelp, Retirement

Both concepts are needed for a good portfolio....

Read More

04 Feb Confused about RMDs? Here’s some clarity

Posted at 13:22h in Ask NJMoneyHelp, Retirement, Taxes

If you have to take a Required Minimum Distribution (RMD), make sure you do it right....

Read More

03 Feb Why dad is right about international investing

Posted at 15:35h in Ask NJMoneyHelp, Retirement

Exposure to international investments is an important part of a diversified portfolio...

Read More

03 Feb How to sell inherited stock

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

A checklist to consider before selling inherited stock...

Read More

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. ...

Read More

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....

Read More

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....

Read More