Retirement

How to Build a Retirement Income Stream at Every Life Stage

While most people expect to spend less money in retirement, that may no longer be the case. A recent analysis by the Investment Company Institute and the IRS found that spending rose for more than hal...

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Should I Pay Off My Mortgage Early?

Looking forward to a retirement with financial security comes from paying down debt and building a sizable savings. And, one of the major questions you may face on your path to financial freedom is wh...

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Your Guide to Budgeting for Healthcare in Retirement

Whether you’re just starting a career, already raising children, saving for future college and wedding expenses, or taking care of senior parents, it’s also important to think about your i...

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Should I Contribute to My 401(k) Plan at Work?

The answer is: Yes! Unless you absolutely cannot afford to set aside any dollars whatsoever, you should contribute to your employer's 401(k) plan. A 401(k) plan is one of the most powerful tools you c...

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Understanding How to Rollover Retirement Funds

In general, a rollover is the movement of funds from one retirement savings vehicle to another. You may want, or need, to make a rollover for any number of reasons--your employment situation has chang...

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How to Qualify for a Mortgage after Retirement

You probably remember the joy of buying your first home. There was the excitement of finding the perfect place, getting approved by a mortgage lender, and signing the stack of papers signifying that y...

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Tips for Choosing a Trustee in NJ

As part of the estate planning process, you may consider setting up a trust fund. A trust fund is a financial arrangement where a third-party, the trustee, holds money or other assets for your benefic...

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A 4-Step Checklist to Help Set and Achieve Your Retirement Goals

The best way to make the dream of a financially secure retirement come true is to plan for it as early in your career as possible. The 2014 Retirement Confidence Survey revealed that 36% of American w...

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Seniors: How to Decide if You Should Stay in Your House

If you’re like most homeowners, you have invested a lot of time, effort and money into your home over the years. You probably have many wonderful memories of living there. However, as we grow ol...

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Tips for Writing or Updating a Will in New Jersey

Preparing a last will and testament is high on the priority list for estate planning, but often gets postponed because many people find it hard to plan for the time after they are deceased or they jus...

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