08 Jan What’s the best way to give money to my adult children?
Be aware of gifting rules before you give away your money. ...
Retirement
07 Jan My husband died. Whose Social Security should I take?
You have to compare accrued benefits and come up with a strategy. ...
07 Jan Should I stop 401(k) savings to pay off credit card debt?
How to balance your goals is one of the toughest things to decide....
06 Jan I’m 74 with no kids. Is a reverse mortgage right for me?
A reverse mortgage can help seniors with cash flow, but there are caveats. ...
06 Jan Bonds have the wrong Social Security number. What now?
Bond owners and beneficiaries have an easy fix when a Social is incorrect. ...
03 Jan I’m starting my first Roth IRA. Where should I invest?
Save early, save often, and take advantage of retirement plans. ...
02 Jan How do I apply for SSI and SSDI benefits for a child?
These benefits are to assist the disabled with financial help. ...
02 Jan Does my IRA income count for the pension exclusion?
If you qualify, you could avoid N.J. state taxes on your income. ...