“Claiming Social Security is a life or death matter” Take some extra time to consider claiming your Social Security benefits at age 62. “Your life might depend on your decision,” ...
“Here are three challenges that scare Gen Xers with advisors, a lot more than the ability to cover basic post-retirement expenses.” Researchers at the Insured Retirement Institute (IRI) have found ...
Choosing between a Roth IRA and a traditional IRA often feels like making a bet about your income in a few decades. Will you be making more than you are ...
“Whether a variable annuity is a good option, depends on all sorts of related financial considerations, including other sources of income in retirement and your individual situation and goals.” CNBC recently ...
“Balancing a retirement and college savings can be overwhelming.” Far too many Americans undervalue their employer-sponsored retirement savings accounts, especially when their employer is willing to match some, or all, ...
Most people don’t want to bring up any funeral, let alone their own, but taking the time to set a plan on paper and share it with friends and family ...
Blog last updated on June 30, 2021 The state of New Jersey is unusual in that it is just one of six states that have an inheritance tax. An inheritance ...
“With wealth for millennials set to double in the next 20 years, it’s time to get over the awkwardness and have the conversation now.” When is a good time to ...
Receiving an eviction notice is jarring and intimidating. Receiving an eviction notice from a skilled nursing facility (SNF) is even worse. Residents might be so intimidated that they simply move ...
Retirement is supposed to be a time of relaxation, of enjoying the finer things in life. Unfortunately, this means that many seniors rest on their metaphorical laurels as they relate ...
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