23 Sep What you can do if someone takes money from a joint account

Posted at 11:09h in Ask NJMoneyHelp, Credit

A joint account gives rights to both account holders. ...

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23 Sep Medicare and Social Security after a divorce

Posted at 11:02h in Ask NJMoneyHelp, Retirement

You may be eligible for certain benefits after a divorce. ...

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20 Sep How long do you have to be married for Social Security?

Posted at 06:06h in Ask NJMoneyHelp, Retirement

Social Security survivor benefits follow several rules. ...

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20 Sep How does the pension exclusion cutoff work?

Posted at 06:02h in Ask NJMoneyHelp, Retirement, Taxes

If you earn a penny over $100,000, you're not eligible for this tax break. ...

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19 Sep I’m fighting with my mom’s executor. What can I do?

Posted at 11:56h in Ask NJMoneyHelp, Estate Planning

The executor must give you a copy of the will so you can see its provisions. ...

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19 Sep I’m a union employee. Is this savings plan good?

Posted at 11:36h in Ask NJMoneyHelp, Retirement

Put together a retirement plan with multiple resources. ...

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18 Sep Should we pay off our mortgage early if we can afford it?

Posted at 11:12h in Ask NJMoneyHelp, Real Estate, Retirement

There are pros and cons to paying off a mortgage early....

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18 Sep Can a nursing home make me spend down an IRA?

Posted at 06:06h in Ask NJMoneyHelp, Estate Planning

If you work with an attorney, you may be able to shield some assets from Medicaid. ...

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17 Sep How long do I have to keep filing federal tax returns?

Posted at 06:06h in Ask NJMoneyHelp, Taxes

Unless you only have certain types of income, the IRS will come calling. ...

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17 Sep We’re selling our home to our son for cheap. Is it a gift?

Posted at 06:02h in Ask NJMoneyHelp, Estate Planning, Real Estate

Not all gifts will be taxable, but you do have to report it to the IRS. ...

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