What’s the difference between an Executor and a Trustee — and why does it matter? This article explains the roles, responsibilities, and how to choose wisely.
Latest Insights Article
Resolutions or Goals? Here are 7 Ideas to Jumpstart Your Year.
By the time you read this article, 75% of people will have already given up their New Year’s resolutions. Why? Because resolutions tend to be vague. Learn why setting goals is more effective, and how these 7 ideas can jumpstart your year.
Avoid Fraud in 2020 by Writing the Complete Date
Authorities are warning about a new scam and it’s one that can easily be avoided. Read More.
What You Need to Know About the Recently Passed SECURE Act
The recently passed SECURE Act contains the most significant changes to retirement since 2006, and there’s something in it for everyone. Find out how the changes may impact you.
How to Plan After a Financial Windfall
Have you ever wondered what you would do with a big financial windfall? In addition to celebrating, there are several important things you should (and should not) do. Learn how to avoid the most common mistakes.
Year-End Tax Planning Tips for 2019
New tax laws made significant changes to Federal income taxes beginning in 2018. While there was no significant new legislation in 2019 affecting individual taxes, personal situations do change from year to year, thus requiring a fresh look at how to approach your year-end tax planning. Here are some suggestions.
How Will a Grandparent’s 529 Plan Impact Financial Aid on the FAFSA?
When setting up a 529 plan, is it best to make the intended recipient the owner, a parent, or a grandparent? Read the answer here.
How Long Does a Merchant Have to Charge My Credit Card?
You make a purchase at a store, swipe your credit card, and sign the receipt. But then you notice that the charge doesn’t appear on your credit card statement – ever. How long does the merchant have to charge you?
Why Donating Appreciated Stock and Mutual Funds may be Great Tax Strategies
Donating mutual funds and appreciated stock may be a better strategy than donating cash. But timing is everything. Here’s why.
How to Protect Yourself in a Dangerous Digital World
When was the last time you changed your passwords or thoroughly updated your devices? Here are some easy and free things you can do immediately to secure your digital world.
Seniors Lack Awareness of Common Financial Scams
Can you detect a financial scam when you see one? AIG Life & Retirement conducted a survey on elder abuse and confirmed that elder financial abuse is a pervasive and expansive problem.
Using Inherited Stocks to Pay for a Wedding
Ever wonder how to calculate the cost basis of inherited stock? This dad asked for guidance so he could pay for his daughter’s wedding.
I Don’t Need My IRA Distributions, What Next?
A Reader of Ask NJ Money Help asked: I take Required Minimum Distributions every year, but I don't need the money. How...