Q: My partner and I are in our 40s (married in New Jersey in 2013).
Q: Approaching the end of the year, is there anything I should be thinking about regarding my finances? Just trying to make sure I don’t miss out on any opportunities.
Q: I’m about to retire next month and am looking at my options for what I can do with my 401k money.
Q: I’ve been hearing a lot lately about interest rates rising and how that could impact the value of bonds that I currently own to produce income.
Q: My partner and I have three children and are looking for guidance on how to best plan to leave a legacy for them when we’re gone that will encourage them to continue their education and charitable work.