Family meetings to discuss your plan
A while back, I wrote an article on how to discuss money with your children at different stages of their lives. As we get older and our children become adults, one of the best ways to have this discussion is to hold a moderated family meeting. This is one of my...
Getting pre-approved for a mortgage loan
I am the luckiest guy in the world to be able to live in South Jersey and work in the mortgage business. Before I get to all of that, let me introduce myself as one of the new writers for Shore Local, where my focus will be real estate! My name is Jim Malamut,...
Investing before, during and after retirement
Many of my clients come to my company around retirement, which could mean during the few years leading up to retirement, during retirement, or a few years after retirement. All three of these time segments may require a change in investment strategy. How dramatic the...
Spirit Airlines faces uncertain future amid bankruptcy, possible federal lifeline
The future of Spirit Airlines is uncertain as the company navigates its second bankruptcy in less than a year. Following reports that liquidation is a possibility, discussions have emerged around a potential federal lifeline that could total as much as $500 million....
How to file for Social Security
While there is an awful lot of debate on when you should file for Social Security benefits, the way in which you file is more straightforward, but not without its own confusing issues. Let’s take a look at what those issues are and what is required to start getting...
