Financial Planning Archives

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.

Financial Planning

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.

Financial Planning

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.

Financial Planning

Are Health Savings Accounts Right for You?

Health Savings Accounts are evolving and becoming more popular every year. Learn if you are eligible, what the benefits and drawbacks are, and how best to leverage it.

Financial Planning

Have a Financial Plan B in Place in Case the Unthinkable Happens

If something were to happen to you and someone else had to manage your affairs, would they know what to do and where to find everything? Learn how to protect yourself and your assets.

Financial Planning

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.

Financial Planning

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.

Financial Planning

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.