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What You Should Know About the New Jersey “Exit Tax”
Thinking of leaving New Jersey to embark on retirement in less-expensive environs? You’ll need to account for the state’s "exit tax" when doing so.
How to Split Assets in a Divorce: A Financial Guide
Splitting assets in a divorce—your home, retirement accounts, debt, and Social Security—carries lasting financial consequences. Here's what to know.
How to Find and Choose a Financial Advisor in 7 Steps
Want to find the right financial advisor for your needs but don’t know where to start? This article is a great resource to do just that.
Medicare Advantage vs. Medigap. Which Is Right for You?
Medicare Advantage vs. Medigap: Both types of plans help cover costs Original Medicare doesn’t, but choosing the right one for you isn’t always so straightforward.
How to Know if Annuities Are a Good Investment for You
While annuities are attractive to many people, they aren’t an ideal investment for everyone. Keep reading to learn how annuities work and if this option is right for you.
Is Social Security Taxable?
While Social Security benefits are taxable, how much you’ll pay ultimately depends on your income from other taxable sources as well as where you live.
How to Divide an Estate Between Siblings
Learn how to fairly divide an estate between siblings, avoid conflicts, and preserve your legacy while maintaining family harmony.
How to Prepare Emotionally for Retirement
Entering retirement is likely one of the biggest transitions you’ll face in life. Be sure to prepare as best as you can not only financially but emotionally as well.
Sequence of Returns Risk: How This Can Ruin Retirement Dreams
What risk is involved when it comes to early retirement market downturns? Which financial planning tools can help mitigate sequence of returns risk? Read on to find out!