The dangers of relying on Monte Carlo when planning retirement
Investors who are nearing retirement all want to know one thing: Will my money last as long as I do? This is the question that causes pre-retirees a lot of sleepless nights. Not knowing the answer to this question also causes many pre-retirees to delay retirement out...
S&P, Moody’s affirm Atlantic County’s strong financial outlook
Atlantic County’s strong financial performance and long-term planning have fostered financial stability through various economic cycles, according to Standard & Poor’s Global Ratings, which assigned the county a rating of AA with stable outlook to its 2026 general...
Financial lessons from my father
With Father’s Day upon us, many of you may be reflecting on the wisdom bestowed upon you by your dad, or if you’re a dad, you may be thinking about the lessons you want to teach your kids. As parents, we teach our kids about finances whether we know it or not....
Annuity mistakes to avoid
Last week, I wrote about the pros and cons of buying an annuity. Given the complex nature of annuities, I thought it was important to also cover potential complex mistakes that people make regarding them. First, annuity contracts can be either owner-driven or...
Pros and cons of an annuity
One question we get asked frequently is whether or not to buy an annuity. Since there are many factors to consider when answering this question, this article isn’t intended to provide you with a “yes” or “no” answer. Instead, this is meant to provide you with...
