Baby boomers expect to transfer $30 trillion to their heirs over the next several decades. Read these tips to ensure you manage your inheritance properly.
When building an investment portfolio, it's important to consider cash in the mix. Learn the many reasons why, and how to determine how much cash is right for your financial plan.
Retirement is supposed to be enjoyable. Healthy financial habits should have set you up to do the things you've always wanted. But too often, individuals make mistakes that derail their plans to be financially independent. Learn how to set yourself up for a worry-free retirement.
You're getting closer to retirement, and it's time to put a plan in place. Here are some questions to consider and mistakes to avoid.
Your 40s are the time to become more serious about your financial plan. Hopefully, you have developed healthy financial habits that have set you up to meet your goals. Now is the time to make up for financial shortcomings and prepare yourself for the next decade.
In our 30s, responsibility takes center stage. This is the age where healthy financial habits can have a long-lasting impact on your financial future, setting you up for success, or derailing your long-term financial well-being.
Your twenties are a transitional decade. You graduate college, start a new job, maybe get married. Developing financial literacy during this time can mean the difference between quickly falling into debt or building a solid foundation that will allow you to achieve your personal and financial goals.
By the time you read this article, 75% of people will have already given up their New Year’s resolutions. Why? Because resolutions tend to be vague. Learn why setting goals is more effective, and how these 7 ideas can jumpstart your year.
Have you ever wondered what you would do with a big financial windfall? In addition to celebrating, there are several important things you should (and should not) do. Learn how to avoid the most common mistakes.
Open enrollment for the Federal Health Insurance Marketplace Exchange opened on November 1 and closes on December 15. If you are not enrolled in an employer-sponsored health plan, now is the time to get covered.
Ever wonder how to calculate the cost basis of inherited stock? This dad asked for guidance so he could pay for his daughter's wedding.
Health Savings Accounts are evolving and becoming more popular every year. Learn if you are eligible, what the benefits and drawbacks are, and how best to leverage it.
If something were to happen to you and someone else had to manage your affairs, would they know what to do and where to find everything? Learn how to protect yourself and your assets.
On February 22, we answered a NJMoneyHelp question regarding how 401(k) loan rules have changed. This resulted in a follow-up question, which we are answering here.
There's been a change in law about what happens to 401(k) loans that are not fully paid when you leave a job. Learn more.
It's that time of year again, when we reflect on what is important to us, revisit values, and make resolutions. Consider what you can do to organize your financial life and achieve your long-term goals. Here are 7 realistic resolutions to get you started.