27 May I need investment help. Should I consider a robo-advisor?

Posted at 05:01h in Ask NJMoneyHelp

There are money issues that non-humans won't be able to fully address....

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24 May I have a new job. Should I use the Roth 401(k)?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

There are different tax consequences from Roths or traditional 401(k)s....

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24 May Can a trust be eligible for rebates when someone dies?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

If you don't review the rebate terms, you could leave money on the table. ...

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23 May Can we help our son protect money in an account in his name?

Posted at 05:01h in Ask NJMoneyHelp, Credit

There are several ways to protect funds from creditors and others. ...

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23 May To get the Senior Freeze, when do property taxes need to be paid?

Posted at 05:01h in Ask NJMoneyHelp, Real Estate, Taxes

Homeowners can receive a credit to help offset property taxes, if eligible. ...

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22 May With higher interest rates, should I be considering bonds?

Posted at 05:01h in Ask NJMoneyHelp, Retirement

A well-balanced portfolio has exposure across a wide array of investments....

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22 May If I pay estimated taxes to N.J., what about to the IRS?

Posted at 05:01h in Ask NJMoneyHelp, Taxes

You don't want to get stuck paying penalties and interest....

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21 May I prefer writing checks but everyone uses Venmo. Should I?

Posted at 05:01h in Ask NJMoneyHelp, Credit

There are risks with all kinds of transfers, even checks....

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21 May How much of my home will Medicaid take after I die?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning, Real Estate, Retirement

Medicaid is required by law to try to recover money it spent for your care....

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20 May How can I get money from this account after co-owner died?

Posted at 05:01h in Ask NJMoneyHelp, Estate Planning

Putting someone's name on your account can have unintended consequences....

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