Your January Financial Checklist
JANUARY 2, 2020 New Year: Time to set new goals – Financial, Physical, Mental, Career? Turning 70 1/2 in 2020? no sweat. The recently signed Secure Act extends the age…
Read More Kiplinger: 10 moves to make sure you have enough money in retirement
SOURCE: Kiplinger (Click here to download pdf.) Excerpt: Retirees “always spend more on travel and entertainment than they thought they would,” says Jorie Johnson, a CFP in Brielle, N.J. Instead…
Read More Kiplinger: Making It in the Gig Economy
By MIRIAM CROSS, Associate Editor and SANDRA BLOCK, Senior Editor June 6, 2019 From Kiplinger’s Personal Finance Whether you’re earning extra money or working full time, you’ll need to adopt new financial…
Read More November To Do List
Read Before Thanksgiving Pie NOVEMBER, 2019 Jorie loves apple. Eric loves pumpkin. Here’s some food for thought: Max out your 401k Contribution for 2019: Under 50? you can contribute…
Read More September To Do List
Quick Ways to Save Money and Get Organized SEPTEMBER 3, 2019 Here’s a great list of quick things to do to help you (potentially) save money and get organized: Just…
Read More Protect your Identity: How to Freeze Your Credit
One of the best ways to protect yourself from ID theft is to freeze your credit at all credit agencies… Read More
Read More New for 2017: NJ Income Tax Exemption for Vets!
New Jersey is offering a $3,000 income tax exemption for honorable discharged veterans… Read More>>
Read More Contemplating the Cost of College and How to Apply For College Scholarships
Things to think about if you have or know a student applying to college… Read More>>
Read More Equifax Breach
Half of the US population had their personal information potentially exposed by the latest Equifax breach. Here are some steps you can take to protect yourself from identity fraud… Read…
Read More uexpress.com: Smart Moves – Cash‑out Refinance Tips
By Ellen James Martin All across the nation, baby boomers age 60 and above are grappling with a thorny choice: should they renovate the family home or sell and downsize? Downsizing sounds like…
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