04 Mar Who should buy municipal bonds?

Posted at 11:12h in Ask NJMoneyHelp, Retirement

Municipal bonds are not right for every investor. ...

Read More

03 Mar Latest IRS fraud advice a little iffy

Posted at 14:22h in News You Can Use

Find out what the IRS recommends to taxpayers whose info has been accessed via the Get Transcript system....

Read More

03 Mar Tax differences with gifted or inherited stock

Posted at 11:37h in Ask NJMoneyHelp, Estate Planning, Taxes

It makes a big tax difference if you gift stock when you're alive or after you're dead ...

Read More

03 Mar Help! I don’t have my 1099s yet

Posted at 11:08h in Ask NJMoneyHelp, Taxes

What to do if your brokerage firm is late in sending your 1099s. ...

Read More

02 Mar What to do in a bear market

Posted at 11:44h in Ask NJMoneyHelp, Retirement

Getting through a bear market requires patience, diversification and asset allocation. ...

Read More

02 Mar Do this if you buy new construction

Posted at 11:17h in Ask NJMoneyHelp, Real Estate

If you're buying new construction, make sure to check out the builder. ...

Read More

01 Mar The 5 biggest mistakes retirees make

Posted at 13:18h in Viewpoints

You thought saving was hard? Managing money in retirement is harder. ...

Read More

01 Mar What taxes apply when someone dies?

Posted at 12:02h in Ask NJMoneyHelp, Estate Planning

The size of the estate and the beneficiary's relationship to the deceased are what matters. ...

Read More

01 Mar Should I roll over retirement accounts?

Posted at 11:15h in Ask NJMoneyHelp, Retirement, Taxes

What you need to know about retirement account rollovers. ...

Read More

29 Feb Should mom cancel whole life policy?

Posted at 12:34h in Ask NJMoneyHelp, Insurance

How to decide if a life insurance policy is worth keeping. ...

Read More