When should I retire? That’s a question millions of people ask themselves, their friends, and their financial advisers each...
Retirement Planning
How the CARES Act Impacts Required Minimum Distributions
The CARES Act, signed into law on Friday, March 27, is a relief bill for individuals, small businesses, and non-profit organizations,...
Charitable Giving Strategies, Retirement Planning, Tax Planning
The CARES Act and You
On Friday, March 28, President Trump signed the CARES Act into law. The CARES Act is an economic stimulus package designed to help...
Watch the SECURE Act Webinar Recording and Learn if Your Retirement Plans Need to Change
There is a high likelihood the SECURE Act will affect your retirement planning. Passed into law in December 2019, the "Setting Every...
Charitable Giving Strategies, Retirement Planning, Tax Planning
SECURE Act Law Could be Boon for Charities
The recently passed SECURE Act has made several changes to retirement plans, some of which could result in an increase in the amount...
A Big Decision for Seniors: Do I Stay, or Do I Go?
There's no place like home. That's the feeling many of us have as we age and need to consider where and how we will live as seniors....
What You Need to Know About the Recently Passed SECURE Act
On December 20, 2019, Congress passed, and the President signed the “Setting Every Community Up for Retirement Enhancement Act,”...
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 can I decide...
9 Common Mistakes to Avoid in Retirement
You’re heading to the finish line—retirement is approaching, or maybe you’ve already retired. You’ll want to steer clear of mistakes...
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...
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...
Investing, Retirement Planning
Three Changes to Retirement Accounts You Should be Aware of
Lost in all the tax law changes that went into effect this year were several changes made to IRA and Roth IRA accounts that bear...