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. https://www.youtube.com/watch?v=-BA4DnKTkvM While getting a...
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...
A lot of folks feel like the odds are stacked against them when it comes to investing in the stock market. But is that actually true? In this week's video, Casey talks about the biggest difference between investing your money in the stock market and gambling at the...
In this week's video, Tom answers whether or not you should take money from your 401(k) to buy a house. You need to know all of the ramifications of taking a retirement account distribution BEFORE you do anything. Tom walks you through it all while offering up some...
We are often asked "what can I expect my portfolio to return each year?". Historical stock market returns offer an answer. But that answer doesn't do a good job of setting expectations because average returns don't happen very often. In this week's video, Casey...
