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Retirees



Implementing an End-of-Life Plan
It doesn’t matter if you are 35 or 75: If you have dependents, own property or a business, you need to figure inheritance and succession into your financial plans. The American Institute of CPAs offers direction in A Guide to Financial Decisions: Implementing an End-of-Life Plan, available free of charge.

Tips for Working Into Retirement
Retirement used to mean leaving work forever at age 65. Today, that description no longer applies to many of the millions of Americans who are at or near the traditional retirement age.


Collecting Your Retirement Funds

Need Cash for Retirement? A Reverse Mortgage May be a Good Option

Facing the Possibility of Incapacity

Debt Management Tips for Seniors

Resources for Seniors and Almost Seniors

Planning For the Possibility of Incapacity

Organizing Your Finances After Your Spouse Dies




MoneyMattersNJ.com offers general information for managing personal finances
and does not recommend specific financial actions. For financial advice tailored to
your situation, please contact an expert such as a CPA or a personal financial advisor.

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