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How Social Security Survivor Benefits Work
While Social Security survivor benefits can help ease the financial burden of day-to-day expenses, the rules surrounding them aren’t so straightforward.
ETF vs Mutual Fund: Which is the Better Investment Option?
In this article, we’ll explore key differences between ETFs and mutual funds to help you decide which is the right investment for you.
What is Escrow on a Mortgage, and How Does it Work?
Escrow accounts are essential for many types of financial transactions, particularly in real estate. Learn what escrow accounts are, how they work, and much more.
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.