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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29 Jan Age difference, when to start Social Security, top retirement questions for couple

Posted at 13:12h in Money Makeovers

When a married couple has an age difference, planning is essential. ...

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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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21 Jan Using a second home as a rental

Posted at 12:53h in Ask NJMoneyHelp, Real Estate

Using a second home as a rental home requires lots of consideration....

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21 Jan What to use first? A 529 Plan or an UTMA?

Posted at 12:26h in Ask NJMoneyHelp, College

Strategies for spending money in a Uniform Transfer To Minors Act account....

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16 Jan Protecting college money for grandkids from spendthrift parent

Posted at 12:32h in Ask NJMoneyHelp, College

529 plans are a good option for college savings, especially if you want to protect the money from a child's parent. ...

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15 Jan (Home) buyer beware

Posted at 18:12h in News You Can Use

Homebuyers have few protections, unless you have the money to take a seller to court. ...

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