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Should I Take a Lump-Sum Pension Offer or Monthly Annuity?
Choosing whether to take a lump-sum pension offer or monthly payment plan (annuity) is a highly personal decision—and not always so clear-cut.
What Is an HOA? A First-Time Homebuyer’s Guide
Is the house you have your eye on part of an HOA? Read this article before you buy to better understand potential implications.
Can You Collect Social Security While Working as a Retiree?
While you can continue working and receive Social Security benefits simultaneously, doing so can temporarily reduce the dollar amount of your monthly check.
401(k) and IRA Catch-Up Contributions for 2026
If you’re age 50 or older and want to save more money for retirement, you should most certainly familiarize yourself with catch-up contributions.
Biggest Retiree Expenses and How to Minimize Them
According to recent BLS data, retiree expenses ring in at over $5k a month. Here are the biggest expenditures and strategies for how to minimize them.
The New Jersey Inheritance Tax: What You Need to Know
While New Jersey’s inheritance tax remains one of the most complex state-level death taxes, informed planning and sound advice can make all the difference in this respect.
How Much Should My Car Payment Be?
You might be asking yourself: What should my car payment be? Read this article to heed the advice of financial planners when answering this same question.
Tax-Loss Harvesting: How to Reduce Your Tax Bill
Utilizing a tax-loss harvesting strategy can help investors lower their tax bill and keep more of their money invested. Find out how you can make this work for you.
Portfolio Diversification: Why It’s Important
Portfolio diversification means spreading your investments across different asset types, sectors, and regions. Learn all about this strategy here.