14 Jan I’m named as a power of attorney. What does it mean?
Managing someone's finances is a great responsibility....
14 Jan Is this flood insurance requirement on the level?
The language of your policy is essential to understand. ...
13 Jan Can I force my grandkids to invest a gift?
Most gifts have no strings attached, no matter your intention. ...
13 Jan Will N.J. tax the sale of my Florida home?
It all depends on your residency at the time of the sale. ...
12 Jan Can a special needs trust save me taxes on retirement funds?
There are few opportunities to save on taxes on IRA distributions....
12 Jan I’m moving. Which state will tax my Roth IRA conversion?
It's all about timing and your state of residency....
11 Jan Will my Medicare Part B be paid by the state of N.J.?
It depends on your position, retirement date and several other factors....
11 Jan Should I take Social Security now or wait until age 70?
The longer you wait, the more you'll get, but when will you break even?...
10 Jan What happens when you gift money to a 529 plan?
529 plans are a great, tax-free way to save for college. ...
10 Jan What will we owe in capital gains on our home sale?
Primary residences are taxed differently than second or investment homes. ...