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How to Age Well: Planning Your Path, Part 3: Money and Retirement

By Mason Crane-Bolton Are you ready for your financial future? | Photo by Mathieu Turle via unsplash.com   There is no way to get aging “right”…   …But it does help to plan. Something is happening each and every day across New Jersey. Across the United States. Across the entirety of the planet. We are […]

Help for the Season: Tax Season

By Mason Crane-Bolton   As April rolls around we prepare for one of the few certainties in life: Taxes.   If you’ve already filed your annual income taxes, congratulations! If filing your taxes is still on your “to-do” list, we have some suggested resources to assist you in preparing and filing your taxes. (Please note […]

Scams and Tech, Part 2: Sweetheart Scams

By Mason Crane-Bolton In part one of our tech-scams series, we talked about the all-pervasive en-masse scams, the kinds of scams that flood your inbox and phone. Today we talk about a scam more sinister and possibly more dangerous, the romance scam. Romance scams, also known as “sweetheart” scams, are one of the most prevalent […]

Scams and Tech, Part 1: The En Masse Scams

By Mason Crane-Bolton We know about tech. We know about scams—scams where older adults are often the target. But what do we know about how tech and scams overlap? Wherever you live and however tech-savvy you consider yourself, it’s more than likely you encounter scams on an almost daily basis. Many of these scams may […]

Phone Scams

Here are NJFA, we like to make sure we are keeping folks aware of scams and fraud issues. Our February episode of Aging Insights, is titled, Stop Identity Theft and features two guests that will help viewers to protect themselves. We also want to address a scam that‚Äôs been in the news. Recently, news outlets […]

Money saving tips

Money saving tips Here are some great tips for saving money. We gathered these from various¬†sources, to learn more about each follow the¬†links provided or contact a trusted¬†financial advisor.¬† Find your pension To see if you or someone you know has an unclaimed pension-Search.pbgc.gov Free credit monitoring Creditsesame.com Catch-up If you are 50 or over […]

Tips from NJ Dept of Banking and Insurance May Help Those Filing Insurance Claims

In a memo on Monday (8/29) the Commissioner stated that “Irene did not generate sustained hurricane-force winds, defined as 74 mph, but the time it got to NJ and told insurers they could not apply the hurricane deductible when calculating how much homeowners should pay for damages.”

Do you know how much you need to retire in New Jersey?

A recent survey by the Employee Benefit Research Institute reports that 43% of workers say they have less than $10,000 in savings. The annual survey, Retirement Confidence Survey, included 1,153 respondents age 25 and older who were employed or retired. 27% indicated they had less than $1,000 in savings. On top of that 24% reported […]