13 Jul Analyzing an annuity sales pitch

Posted at 12:27h in Ask NJMoneyHelp, Retirement

Annuities aren't right for everyone, despite what salespeople may say...

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13 Jul I don’t want my husband to get everything

Posted at 11:58h in Ask NJMoneyHelp, Estate Planning

If you're not specific, the law will decide who gets your assets...

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10 Jul The guts of a long-term care policy

Posted at 11:34h in Ask NJMoneyHelp, Insurance

What you need to know when shopping for long-term care insurance ...

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09 Jul How to allocate international investments

Posted at 11:27h in Ask NJMoneyHelp, Retirement

International investments will give you a more diverse portfolio...

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08 Jul When is Social Security taxable?

Posted at 14:56h in Ask NJMoneyHelp, Retirement

Understand the taxation of Social Security when you work...

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07 Jul Should I invest in a REIT?

Posted at 12:09h in Ask NJMoneyHelp, Retirement

REITs, or real estate investment trusts, can be a winner for diversification...

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07 Jul Can I split interest on savings bonds?

Posted at 11:39h in Ask NJMoneyHelp, Taxes

Tax smart strategies for bond redemption...

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06 Jul Do I need more asset classes?

Posted at 12:09h in Ask NJMoneyHelp, Retirement

A diverse portfolio needs all kinds of investments...

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06 Jul If you can’t find a stock’s cost basis

Posted at 11:43h in Ask NJMoneyHelp, Taxes

Selling without a cost basis is a tax nightmare...

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02 Jul How a 100% cash position can put future at risk

Posted at 15:23h in Money Makeovers

Retirement means long-term planning, and you need to make sure your assets earn enough to keep up with inflation...

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