Discover how pending legislation in New Jersey could change retirement savings for teachers and nonprofit workers by allowing pre-tax contributions to 403(b), 457 plans, and potentially HSAs—bringing state tax rules in line with federal standards.

In the retirement red zone? Learn how to maximize benefits, build a smart income plan, and avoid costly mistakes in your final working years. Bruce and Peg share winning strategies inspired by football’s best.

Meeting a financial advisor for the first time? Ask these 5 essential questions to ensure you’re choosing a trustworthy, qualified professional who puts your financial future first.

Explore how Roth IRA conversions can help reduce future tax burdens under the expanded tax brackets from the Tax Cuts and Jobs Act. Learn when conversions make sense and how to optimize your retirement strategy.

Wondering what to do with your old 401(k)? Explore your options—keep it, roll it into an IRA or new plan, or take a distribution—and learn the pros and cons of each.

This Halloween, confront the real-life horrors haunting your finances. Discover a 4-step plan to identify, fight, and banish your financial demons—before they sabotage your future.

Laid off at 60? Learn smart financial and career strategies to navigate job loss near retirement. Explore budgeting tips, new career paths, and retirement planning advice.

Learn how to allocate your savings across tax-advantaged, tax-deferred, and taxable accounts. Discover strategies to optimize taxes and improve retirement income flexibility.

As road construction ramps up, so can financial detours on your path to retirement. Learn how to avoid common roadblocks like taxes, inflation, and opportunity cost with smart planning and guidance from a financial advisor.

It’s a common goal for people to want to pay off their mortgage in an accelerated manner. This goal is usually based around two underlying rationales. First, people want to save money by reducing the amount they’re paying in interest. If you have a $200,000, 15-year mortgage with a 5% interest rate, you’ll pay more than $80,000 in interest payments. By paying off the mortgage as quickly as possible, there is a quantifiable financial benefit you’ll earn.