by Claudia Mott | Oct 22, 2023 | CPA, Tax Planning, Tax Preparation
This article, authored by Claudia Mott, was originally posted on NJMoneyhelp.com ___________________________________________________________________ Q. I have a pretty simple tax return — just W2 income and no real deductions that I can think of. I’m a renter. Should... 
by Claudia Mott | Oct 8, 2023 | 401(K), Retirement
This article, authored by Claudia Mott, was originally posted on NJMoneyhelp.com ___________________________________________________________________ Q. I’m getting ready to change jobs. The new job has a 401(k) and my old one did too. I plan to save as much as I can.... 
by Claudia Mott | Sep 24, 2023 | Gifting, I-Bonds
This article, authored by Claudia Mott, was originally posted on NJMoneyhelp.com ___________________________________________________________________ Q. I wish to give each of my brand new twin grandchildren a $10,000 I Bonds through TreasuryDirect. I need to avoid the... 
by Claudia Mott | Sep 10, 2023 | Banking
This article, authored by Claudia Mott, was originally posted on NJMoneyhelp.com ___________________________________________________________________ Q. If one spouse dies and the other is handicapped, children or relatives may have to offer assistance. A live-in aide... 
by Claudia Mott | Aug 27, 2023 | Social Security
This article, authored by Claudia Mott, was originally posted on NJMoneyhelp.com ___________________________________________________________________ Q. The man I’ve been dating for six years wants to get engaged. He is 66 years old, retired and receiving his Social...