Wealth Management

Smart Wealth Management Habits for Millennials

Between student loans, car payments and rent, managing personal finances can be an overwhelming task if you’re a millennial. The good news is time is on your side! So how can you get started? He...

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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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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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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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How to Choose an Executor for Your Estate in New Jersey

Estate planning is an important financial step, and a lengthy process. One of the final details of your estate planning is to name an executor. This family member, friend or professional serves a vita...

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Tips For Baby Boomers Transferring Wealth To The Next Generation

Get ready. One of the largest transfers of wealth in U.S. history is on the horizon. During the next 30 to 40 years, baby boomers are expected to transfer $30 trillion to their children—and that...

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10 Financial Tips For Widows And Widowers

It is important to re-evaluate your personal finances after the loss of a spouse. Be assured that Lakeland Bank has a team of experts available to guide you through this often difficult and emotional ...

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Five Tips For How To Choose A Financial Advisor

It has been estimated that over 40% of Americans may not be prepared for retirement, which is mainly due to the current challenging state of our economy. While some individuals are saving less for ret...

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Insurance Is An Important Part Of Financial Security

Having a financial plan is important no matter what earning bracket you are in. There are a number of components that make up a financial plan including: Insurance, Investment, Taxation, Retirement Pl...

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