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Help! I got named as an executor of a will!
August 1, 2024
Retirement
Reading Time: 3 minutes Being called forth to perform family duties unexpectedly is a jolt to begin with. What if it’s something really technical, though, like being named as executor of ...
Should I buy short-term disability insurance or just use my emergency fund?
July 1, 2024
New Jersey Personal Finance Newsletter
Reading Time: 2 minutes Here’s this month’s New Jersey personal finance question: Do I need to buy short-term disability insurance or is my emergency fund good enough? A short-term disability is characterized ...
How to get through probate in New Jersey without draining your bank account!
July 1, 2024
Insights
Reading Time: 4 minutes The process of receiving an inheritance can be complicated and expensive, but in this blog we’re going to present clear steps for getting through probate in New ...
What market concentration means for you
July 1, 2024
Market Updates
Reading Time: 2 minutes Market concentration results when there is a disproportionate amount of price appreciation spread over a small amount of stocks. Let’s back up a bit, shall we? Many investors ...
What a Psychiatrist should do 10 years before retirement
June 20, 2024
Psyched Up About Money
Reading Time: 3 minutes Psychiatrists and other mental health professionals tend to have mixed sentiments about retiring. While they would love to have more time to spend outside of work, many ...
Help – I’m confused! Do I have a trust, or not?
June 3, 2024
Retirement
Reading Time: 3 minutes One of the frequent questions we get from clients is, “I don’t know if I have a trust, or not.” Here are three easy ways to find ...
“How much money should I have saved by age 35?”
June 1, 2024
New Jersey Personal Finance Newsletter
Reading Time: < 1 minute Here’s this month’s New Jersey personal finance question: “I’m 35 years old. How much should I be saving?” According to the Federal Reserve, the average amount of ...
How to not lose all your money when traveling internationally
May 1, 2024
Insights
Reading Time: 3 minutes Taking a vacation is exciting, but how do you manage it so that it goes smoothly financially? There are certain risks that may rear their ugly heads ...