01 Feb Mom has dementia. How do I manage her finances?
Start by having a discussion with your parent so they understand that you are trying to help....
31 Jan I have a joint account with my son. I added $35K. Is tax due?
It's important to understand how gifting rules could come into play....
31 Jan I inherited 2 IRAs. When do I have to take money from the accounts?
The rules for IRAs have changed. Don't make a costly error....
30 Jan What happens to Social Security if I get married?
Your marital status can have an impact on what benefits you may receive. ...
30 Jan My adult son receives SSI. Should he be a dependent on my tax return?
You'll have a choice to make if he qualifies as a dependent. ...
27 Jan Our co-op bought new windows. Can we get a tax break?
New energy efficient windows can mean tax savings if you qualify....
26 Jan How soon will I get my ex-husband’s pension?
If you're due a pension in divorce, when you get the money will depend on several factors....
26 Jan If I convert my 401(k) to a Roth, is it taxed by N.J.?
If you're a senior, you may be eligible for the pension exclusion....
25 Jan If I want to retire in 10 years, how should I pick investments?
Your investments should be a reflection of your overall financial plan. ...
25 Jan Is a 6-month CD a good investment? What about I Bonds?
With higher interest rates, it's a good time to look at liquid accounts....