30 Oct Life insurance for children
Life insurance policies for children are inexpensive. You need to understand the policy before you can decide if it's worth the money....
30 Oct The 529 Gifting Extravaganza
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Many have heard of 529 accounts, an account that allows for tax free growth only if the funds are used to pay for college education costs. But few have heard of it potentially being used as a multi-generational vehicle to fund college education for multiple generations....
30 Oct Choosing the best college savings plan
There are many options for opening a college savings account for a new baby. Here's why a 529 Plan may be the way to go. ...
30 Oct Positioning your finances to maximize financial aid
When college is close, where you have your money could make a big different in the financial aid your student receives. Here are some tips....
30 Oct Using retirement savings or taking a mortgage to buy a home
If you're waiting for your home to be sold but you've already found a new one, deciding where to get the money for your new pad can have serious consequences....
30 Oct What the “exit tax” really means for a home sale in New Jersey
Despite the name, this isn't really an extra tax charged when you sell your home. It's really an insurance policy for state coffers....
30 Oct What’s better? A Roth IRA or 401(k)?
When you only have so many dollars to save, it's smart to be sure you're using the most advantageous savings vehicle for your situation....
30 Oct She’s conservative. He’s aggressive. Now what?
When two partners have different risk tolerances and investing philosophies, it takes negotiation and a long-term outlook to make things right....