08 May How can I make this inherited IRA last longer?
The rules for inherited IRAs changed with the SECURE Act....
05 May How can my adult kids plan for their health insurance?
Children can be covered on their parents' plans until age 26....
05 May How can you protect a money gift from a spendthrift’s bad habits?
Using a trust can add conditions to money gifts, but not without complication. ...
04 May How can we invest in ESG or socially responsible companies?
There are many options for investors who care about social issues....
04 May How do I deposit a check for a deceased person?
An account should be opened up for the person's estate....
03 May I don’t want my sister to get anything when I die. What can I do?
You have to take steps to make sure your wishes will be followed....
03 May My ex died. Can I claim his retirement benefits?
Your divorce settlement would dictate what you may be due....
02 May What’s the difference between universal and variable life insurance?
Before you buy life insurance, understand how the policy will work....
02 May How long should I keep N.J. tax returns and related records?
Digital records will be sufficient as an alternative to physical papers....
01 May Should I charge rent after my son graduates from college?
You'll need to set expectations and talk about financial obligations. ...