27 Sep Should I wait to take Social Security or start sooner?

Posted at 11:18h in Ask NJMoneyHelp, Retirement

Taking Social Security earlier is a big trade off. It could be a mistake. ...

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20 Sep Is it time to protect my stock market gains and sell investments?

Posted at 12:48h in Ask NJMoneyHelp, Retirement

Don't let the headlines shake up your long-term plans for your portfolio....

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30 Aug Is it worth getting a divorce in your 60s?

Posted at 12:24h in Ask NJMoneyHelp, Retirement

Your finances, if you split, could take a hit. Plan before you make a move. ...

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30 Aug Is it time to get less aggressive with investments?

Posted at 12:20h in Ask NJMoneyHelp, Retirement

Your time horizon is a big allocation influencer. ...

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23 Aug Should I put AI investments in my portfolio?

Posted at 12:13h in Ask NJMoneyHelp, Retirement

AI has been the talk of Wall Street and Main Street....

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16 Aug Should I cut back on health care mutual funds?

Posted at 12:19h in Ask NJMoneyHelp, Retirement

Rebalancing is key if you want to keep your planned asset allocation. ...

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05 Jul How do I treat RMDs from my deceased wife’s IRA?

Posted at 15:44h in Ask NJMoneyHelp, Retirement, Taxes

When you are a spouse, you have some advantages with inheritances. ...

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26 Jun Are the new Trump accounts better than a 529 plan?

Posted at 12:19h in Ask NJMoneyHelp, College, Retirement

Free money is great, but make sure it will suit your future needs. ...

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17 Jun I’m in all index funds. Should I pull back my stock exposure?

Posted at 12:02h in Ask NJMoneyHelp, Retirement

Your asset allocation deserves regular review. ...

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05 Jun I can’t get info on my husband’s pension. What can I do?

Posted at 12:32h in Ask NJMoneyHelp, Retirement, Taxes

You have several legal avenues to follow for more information. ...

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