Retirement Planning

Making the Decision to Retire
 

Making the Decision to Retire

Posted: August 14, 2018
You’ve worked hard and you’ve reached the point in your life when you’re considering retirement. How can you decide if the time is right? Here are a few questions to think about as part of your planning.

Planning Ahead with IRAs
 

Planning Ahead with IRAs

Posted: March 2, 2018
The new tax law that passed at the end of 2017 contains significant changes for many taxpayers, but most rules for retirement accounts were generally unaffected by the legislation. Here’s a review of what’s new, what’s not, and how to make the most of your choices.

Living Together over 50
 

Living Together over 50

Posted: March 2, 2018
An increasing number of people over 50 are deciding to cohabit with a partner rather than get married. Here is some advice on the financial-related issues for older couples starting a new chapter together.

New Jersey Tax Law Changes for 2018
 

New Jersey Tax Law Changes for 2018

Posted: December 19, 2017
Retirees and other New Jersey residents will face a variety of tax changes in 2018 as part of the provisions in the Transportation Trust Fund and tax relief bill of 2016. Read to find out more specifics related to veterans and sales and use, retirement income and estate taxes.


5 Things to Know about Reverse Mortgages
 

5 Things to Know about Reverse Mortgages

Posted: August 3, 2017
Many seniors turn to reverse mortgages to enhance their spending money in retirement, but they may not be right for everyone. Here are some facts you should know.

Avoid Going Broke in Retirement
 

Avoid Going Broke in Retirement

Posted: March 13, 2017
Preparing for a retirement involves lots of decisions, including investment philosophy, health issues, and lifestyle. These tips can help get you started on the right track.