11 Nov We haven’t received an inheritance. What does the executor have to do?
If the executor isn't taking responsibility, you can take action. ...
10 Nov What happens to benefits if Social Security runs out of money?
Social Security's health is something few politicians want to attack....
10 Nov I’m selling an inherited home. Can I offset losses against stock gains?
New Jersey and federal taxing authorities have different rules. ...
09 Nov Should I be on disability or retirement benefits?
Disability plans will typically cover you up until retirement age. ...
08 Nov I have Medicaid. Will my 401(k) hurt my eligibility?
Your income and assets matter depending on the Medicaid benefit. ...
08 Nov Should I plan to liquidate my IRA and get a reverse mortgage?
Reverse mortgages can be complicated. Have all the facts before you make a move. ...
07 Nov How will this 529 plan affect my grandchild’s financial aid for college?
How an account is titled will matter when it comes to financial aid formulas....
07 Nov I took a COVID withdrawal. When will the money be taxed?
You have some options on taxes, but when you receive the funds is important. ...
04 Nov Mom died. How can we deduct property taxes on her house?
You have several options when completing final tax returns. ...
04 Nov I’m retired and turning 64. When should I take Social Security?
The longer you wait to take benefits, the larger your monthly check....