05 Sep My wife is on disability. What happens to her Social Security when I die?
Spouses may be eligible for a higher benefit if a spouse dies. ...
01 Sep It’s been a bad year for bonds. When will my investment do better?
Stocks have had a rough year, but it's even worse for bonds. ...
30 Aug I may sell investments to buy whole life insurance. Is that smart?
There are pros and cons to life insurance as an investment....
30 Aug What are the pros and cons of Payable-on-Death accounts?
These accounts allow you to pass assets without probate....
25 Aug Dad died. Can mom get his higher Social Security benefit?
Widows may be eligible for higher benefits based on a spouse's record....
24 Aug I’m moving overseas. How can I make sure N.J. doesn’t tax my IRA?
Your financial accounts will need an address on file. ...
23 Aug My ex was to get my pension, then she died. What happens now?
Language of a divorce agreement and the pension plan itself matters....
22 Aug I make more than my husband. What happens to alimony in divorce?
Generally, the higher earning spouse will have an alimony obligation. ...
19 Aug Will retirement distributions be based on my age or my wife’s?
If it's your account, your date of birth determines your Required Minimum Distributions....
17 Aug Are Social Security survivor benefits lowered if you have too much income?
If you work, how benefits change will depend on your age....