Retirement Planning

April is National Social Security Month
 

April is National Social Security Month

Posted: March 27, 2019
It’s National Social Security Month. Learn about the benefits and time-saving features of creating a my Social Security account on the Social Security Administration's website.

Is Now the Time for a Roth Conversion?
 

Is Now the Time for a Roth Conversion?

Posted: March 14, 2019
Have you considered converting a traditional individual retirement account to a Roth IRA but weren’t sure if it was the right step? Here are some of the issues you should consider.

5 Smart Tips to Prepare for Tax Time
 

5 Smart Tips to Prepare for Tax Time

Posted: February 14, 2019
Many taxpayers dread the April tax deadline, but there are ways to make filing your return easier. Here are five tips to help you get started.

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.