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Living trust vs. will: which do you need?
Wills and trusts help ensure your assets are smoothly transferred to heirs upon your death and/or mental incapacitation. Which option is right for you?
How to Save for Retirement if Your Employer Doesn’t Offer a 401(k)
Plenty of effective strategies and options are available to help you achieve your retirement goals even if your employer doesn’t offer a 401(k).
The Most Common Types of Mortgage Loans for Homebuyers
In the market for a home? Refer to this handy guide to familiarize yourself with various types of mortgage loans.
Inherited IRA Rules: Understand Your Options
Laws surrounding inherited IRAs are often very complicated—and mistakes are costly! Read our post to steer clear of any unpleasant surprises.
What You Should Know About the New Jersey “Exit Tax”
Considering leaving New Jersey to embark on your retirement in less expensive environs? You’ll need to account for New Jersey's "exit tax."
The Most Common Retirement Planning Mistakes
Many retirees have regrets about their retirement-planning process. Here are some of the biggest mistakes and corresponding tips so you can avoid the same.
How to Assess if You’re Mentally Prepared for Retirement
Though it flies under the radar, mental preparation is a key part of the retirement equation and often just as imposing as its financial counterpart.
After-Tax 401(k) Contributions & How They Work
After-tax 401(k) contributions allow savers and high-income earners to stash away more for retirement. Learn all about how they work here.
Working and Collecting Social Security: What You Need to Know
While you can work and collect Social Security benefits simultaneously, the dollar amount of your monthly check is sometimes temporarily reduced in this case.