07 Nov Grandparents want to give gift of stock or cash. What’s better?
There are several pros and cons to different types of money gifts....
06 Nov My parents pay my taxes. Should I change CPAs?
Paying tax is your responsibility. Welcome to adulting....
06 Nov Are 401(k) plans subject to the inheritance tax?
The inheritance tax is levied based on your relationship to the deceased. ...
03 Nov I’m a senior. What tax relief can I get?
There are several tax breaks offered to seniors from New Jersey....
03 Nov When can a beneficiary ask about money from a will?
An estate may take over a year to administer depending on complexities....
02 Nov Why didn’t I get the higher ANCHOR benefit?
Seniors are getting $250 more, but dates matter for eligibility....
02 Nov My kids got bonds from grandma, who died. What to do?
You can track down savings bonds, but you will need some clues to start....
01 Nov Am I supposed to get mail about the Homestead Rebate?
The Homestead Rebate has ended. It's now the ANCHOR benefit....
01 Nov I invested in a friend’s company. Should I sell out?
An overall financial plan should be considered before investing. ...
31 Oct We sold an inherited home. Is capital gains tax due?
Timing is everything when to comes to an inherited home sale....