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Looking Under the Hood at CCRC Financial Stability

Choosing to move from a single-family home or apartment to a Continuing Care Retirement Community (CCRC) can be overwhelming from an emotional standpoint. Once a retiree has made that qualitative decision, perhaps with the support…

Is the Hummer on Its Way Back?

Gas Pump

Drivers who embraced the “bigger is always better” mindset weren’t happy when General Motors discontinued its massive, military-inspired vehicle five years ago. But the Hummer’s end was probably inevitable: Gas prices were rising sharply, and…

Leaving New Jersey: A Tax-Related Exodus?

Image Of New Jersey Sign

In recent years, an increasing number of our retirement-minded, New Jersey clients started asking us the same question: “If I were to move, what tax-friendly states would you recommend?” We talked to our accountant and…

The Roth 401(k): An Easily Overlooked Option

Roth Nest Egg

Are you missing out on the chance to contribute to what I often refer to as a “scarce resource”—a Roth-type or after-tax retirement account? Before you assume you’re not eligible to contribute to this account…

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