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What a Psychiatrist should do 10 years before retirement

Reading Time: 3 minutesPsychiatrists 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, ...

Help – I’m confused! Do I have a trust, or not?

Reading Time: 3 minutesOne 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 ...

“How much money should I have saved by age 35?”

Reading Time: < 1 minuteHere’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 ...

How to not lose all your money when traveling internationally

Reading Time: 3 minutesTaking 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 ...

What’s the best age to buy long term care insurance – and is it worth it?

Reading Time: 2 minutesHere’s this month’s New Jersey personal finance question: “What is the best age to apply for long-term care insurance? And is it worth it?” Long term care insurance: ...

2024 Market Update – will it go higher?

Reading Time: < 1 minuteWith the market setting records so far this year, it’s left many wondering what the outlook should be for the rest of the year. While ...

Are rate cuts on the horizon?

Reading Time: < 1 minuteAs the market has been more or less buoyant this year, investors are asking, “Is it smooth sailing yet?” We are not out of the ...

What is an estate plan? (easy to understand explanation)

Reading Time: 4 minutesCreating an estate plan ranks low on the list of people’s favorite past times. But with a good understanding, the process can be made much simpler. ...