In this week's video, Casey discusses your most likely sources of retirement income. He breaks down how much to expect (on average) from each category and some things to consider when deciding where to pull money from in retirement. Casey covers a lot of ground in...
In this week's video, Casey discusses what folks with less than $1 million saved for retirement should focus on to get ready. While these big round numbers seem important, the truth is that the majority of retirees have less than $1million saved for retirement. And...
Everyone thinks that owning stocks is a risky way to invest. But have you ever considered what makes them risky? In this week's video, Tom compares the benefits of investing in stocks vs. the risks. While stressing that investors need to understand the difference...
We know that your old 401(k) account probably isn't top of mind when changing jobs. But don't lose track of it because every dollar counts. Employers and retirement plan providers tend to make your options unclear. So in this week's video, Casey covers 4 different...
In this week's video, Casey discusses how much is enough to live on in retirement. It's important for you to have a personalized retirement goal and not get sucked in to some round number. Casey discusses multiple guidelines we often come across. But there is really...
One of the biggest risks in retirement is the cost of long-term care. Do you buy an insurance policy ahead of time or pay out of pocket when the time comes? In this week's video, Tom discusses this difficult topic and lays out what long-term care costs on average. He...
In this week's video, Tom talks about the reasons you should use ETFs (exchange traded funds) instead of mutual funds. Lower fees and tax efficiency savings might not seem like a big deal, but these small amounts will add up over time to make a big difference over...
Nobody likes surprises during tax season, especially if it means you owe taxes. In this week's video, Casey discusses why you might owe money, what you can do about it, and why it might not be a bad thing. While getting a tax refund might feel good, it means you got...
In this week's video, Tom discusses 3 more potential tax deductions for New Jersey taxpayers. These new deductions became available under the recently passed New Jersey College Affordability Act. If you have young children, go to a New Jersey state school or have New...
In this week's video, Tom discusses how saving for college in a New Jersey 529 account could provide a new tax deduction for folks. There are requirements that must be met by NJ taxpayers in order to qualify for this deduction. Tom also addresses a common worry we...
