27 Feb Should I pay off my mortgage?

Posted at 12:14h in Ask NJMoneyHelp, Real Estate, Retirement

You have to think numbers and emotions if you're considering a mortgage payoff....

Read More

25 Feb Giving college money to kid after you divorce, and the tax burden

Posted at 21:56h in Ask NJMoneyHelp, College, Retirement

If you don't stay within certain rules, a money transfer can cost a lot in taxes. ...

Read More

24 Feb A widower’s options for Social Security

Posted at 14:08h in Ask NJMoneyHelp, Retirement

If you lose your spouse, you can be eligible for a widow/widower benefit from Social Security. ...

Read More

20 Feb The rules for RMDs if you’re still working

Posted at 17:28h in Ask NJMoneyHelp, Retirement

Before you take a Required Minimum Distribution from a retirement account, make sure you understand the rules. ...

Read More

16 Feb How to analyze a mutual fund

Posted at 13:38h in Ask NJMoneyHelp, Retirement

Before you buy a mutual fund, here's what you should investigate....

Read More

11 Feb How often should I check my investments?

Posted at 20:00h in Ask NJMoneyHelp, Retirement

It's not healthy for you or your portfolio if you check your investments too often. ...

Read More

11 Feb Can my RMD go back into an IRA?

Posted at 19:27h in Ask NJMoneyHelp, Retirement, Taxes

Required Minimum Distributions can't automatically be reinvested in a retirement account. ...

Read More

05 Feb What to do with extra money in your monthly budget

Posted at 13:05h in Ask NJMoneyHelp, College, Retirement

If you have extra cash flow, create a plan to use it wisely....

Read More

05 Feb The difference between ‘diversification’ and ‘asset allocation’

Posted at 12:21h in Ask NJMoneyHelp, Retirement

Both concepts are needed for a good portfolio....

Read More

04 Feb Confused about RMDs? Here’s some clarity

Posted at 13:22h in Ask NJMoneyHelp, Retirement, Taxes

If you have to take a Required Minimum Distribution (RMD), make sure you do it right....

Read More