This article originally appeared on Forbes.com. Read the original here. “Why do I need a will?” is a question I get asked often by...
Howard Hook, CFP®, CPA, CAP®
Can I Appeal My Homestead Rebate Application?
This article originally appeared on NJMoneyHelp.com in the "Ask NJ Money Help" column. I've been retired since I turned 62. I no...
The Hidden Cost of Your 401(k)
401(k) balances are at a near all-time high, leaving retirement savers feeling pretty good about their futures. Eventually though, we...
How Are IRA Distributions Taxed in New Jersey?
This article originally appeared on NJMoneyHelp.com in the Ask NJ Money Help column. I moved to New Jersey after working overseas for...
Have a Financial Plan B in Place in Case the Unthinkable Happens
If I asked you to write down the number of bank accounts, brokerage accounts, debit cards, and credit cards you have on a piece of...
Will I Get My Homestead Rebate After Moving?
This article originally appeared on NJMoneyHelp.com in the "Ask NJ Money Help" column. I lived in Ringwood until January of 2017 and...
Does the Change for 401(k) Loans Affect Me?
A reader of Ask NJ Money Help asked: Does the change for paying back 401(k) loans apply to me as I left my job in January 2019? If...
Have Rules for 401(k) Loans Changed?
A reader of Ask NJ Money Help asked: Has there been a change in law about what happens to 401(k) loans that are not fully paid when...
Find the Best Retirement Plan for You
Saving for retirement seems like a relatively straightforward goal: You know you'll need money later -- so you should save for it...
When Can Medicare Part D be Opted Out of?
Medicare can be complicated. A reader of the New York Post's "Dear John" column asked: Can Medicare Part D be opted out of? The New...
Can These Student Loans be Forgiven?
A reader of Ask NJ Money Help asked: I’m trying to help a 44-year-old who has more than $140,000 in student loans. She is currently...
How to Get Ready for the Tax Preparer
Tax season officially started this week, and the IRS maintains it is expecting to issue refunds within 21 days of when it receives...