Holiday shopping brings great deals—but also a rise in scams. Criminals are using AI to create realistic websites, ads, and emails. Here’s how to protect yourself and shop safely this season.
Latest Insights Article
Does the Change for 401(k) Loans Affect Me?
On February 22, we answered a NJMoneyHelp question regarding how 401(k) loan rules have changed. This resulted in a follow-up question, which we are answering here.
REMINDER: There’s Still Time to Contribute to an IRA for 2018
It’s not too late to contribute to an IRA for 2018. Here’s what you need to know.
Have Rules for 401(k) Loans Changed?
There’s been a change in law about what happens to 401(k) loans that are not fully paid when you leave a job. Learn more.
Find the Best Retirement Plan for You
Saving for retirement seems like a straightforward goal. Yet nearly 50% of people wishes they were saving more. Part of the challenge is knowing where to keep it. Learn about some of your options, and the rules to consider.
When Can Medicare Part D be Opted Out of?
Medicare can be complicated. The New York Post asked us to answer this question recently: Can I opt out of Medicare Part D?
Can These Student Loans be Forgiven?
Are there any forgiveness or discharge programs available for graduates mired in debt?
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 and accepts a return – the same as always. Consider these tips to save your preparer time, and potentially save yourself money.
A New Tool to Save Money on Prescriptions: Your Pharmacist
The cost of prescription drugs continues to rise at a faster rate than overall inflation, especially for seniors. Now, consumers have a new weapon to control some of that cost: the right to ask your pharmacist for help.
Howard Hook is Teaching a Class on Charitable Giving Strategies at Princeton Adult School
Donating to charity makes us feel good. But resources are not finite. What if there was a way to structure your giving so you and the charity can both benefit to an even greater extent? This course teaches you how.
An Update on the Concern About the IRS Tax Withholding Tables
This is an update about the problem with the IRS Tax Withholding Table.
The Gift of Perspective
This article illustrates an important fact: Perspective is a gift.
7 Resolutions for Financial Success
It’s that time of year again, when we reflect on what is important to us, revisit values, and make resolutions. Consider what you can do to organize your financial life and achieve your long-term goals. Here are 7 realistic resolutions to get you started.