26 Jun The skinny on robo-advisors

Posted at 13:31h in Ask NJMoneyHelp, Retirement

The difference between human advisors and computer-generated advice ...

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24 Jun My spouse wants to hide money in mattress

Posted at 12:37h in Ask NJMoneyHelp, Retirement

When you're married, you must balance the risk tolerance of both spouses...

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18 Jun When a 401(k) offers no international investments

Posted at 10:42h in Ask NJMoneyHelp, Retirement

How to add international exposure to your portfolio...

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17 Jun I’m 59 1/2. Time for IRA distributions?

Posted at 13:26h in Ask NJMoneyHelp, Retirement

Get the rules straight before you take a Required Minimum Distribution (RMD)...

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15 Jun Can I stop 401(k) savings because of an inheritance?

Posted at 16:48h in Ask NJMoneyHelp, Estate Planning, Retirement

While an inheritance is good news, you need a plan to maximize your opportunities...

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12 Jun At 35, do I need bonds?

Posted at 15:41h in Ask NJMoneyHelp, Retirement

Your allocation should depend on your risk tolerance and time horizon...

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10 Jun Was buying an annuity a mistake?

Posted at 10:21h in Ask NJMoneyHelp, Insurance, Retirement

Annuities often have high surrender fees ...

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09 Jun A retirement head start for grandkids

Posted at 11:08h in Ask NJMoneyHelp, Retirement

Using RMDs to start an IRA for a child...

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03 Jun Conversion to Roth IRA not a simple decision

Posted at 13:57h in Ask NJMoneyHelp, Retirement, Taxes

Consider your entire money situation before choosing a Roth conversion ...

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28 May What if we get hit by a truck?

Posted at 11:05h in Ask NJMoneyHelp, Retirement

Choosing Social Security benefits to maximize your lifetime benefit...

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