In the News

07/13/2022  -  "I'm buying out my car lease. Do I have to pay these charges?"  NJ.com

07/08/2022 -  "Is there still a pension exclusion in NJ?"  NJ.com

06/27/2022 -  "Can I still retire after the stock market downturn?"   NJ.com

06/08/2022 -   "If Biden forgives student loans, would it be taxable?"   NJ.com

05/20/2022 -  "I'm thinking of a divorce. Should I open my own accounts?" NJ.com

05/13/2022  -   "What price should I expect to pay if I buy out my car lease?"NJ.com

04/22/2022 -  "What happens to my SSDI when I hit full retirement age? NJ.com

04/20/2022 - "I got a promotion. What does it mean for financial aid?"  NJ.com

03/10/2022 -   "Before you move those retirement funds, know this."NJ.com

02/17/2022 -   "We're buying a house. Can the seller still take a home loan?"  NJ.com

01/20/2022 -  "When I turn 65, what is the best insurance for my family?"   NJ.com

12/31/2021 -  "I just learned of a forgotten account. How can I get the money?" NJ.com

12/27/2021 - "I have a government pension. Can I still get my spouse's Social Security benefits?"  NJ.com

12/10/2021 - "My adult son has no job. Am I wrong to charge him rent?"  NJ.com

12/06/2021 - "With the Omicron variant, should I get out of the stock market?"  NJ.com

11/23/2021 - "Who gets the life insurance after a divorced person dies?"  NJ.com

11/05/2021 -  "How can I choose the best 529 plan for my grandchild?"  NJ.com

11/01/2021 -  "Will I pay higher alimony if I someday get an inheritance?"  NJ.com

8/26/2021 -  "I have $120,000 in parent loans. Can I transfer them to the student?" NJ.com

8/18/2021 -  "How does Social Security calculate my benefits?"     NJ.com

8/13/2021 -  "Could Congress abolish the Roth IRA?"  NJ.com

7/25/2021 -  "Unemployment disability: What is my disabled sister eligible for?" NJ.com

7/15/2021 -  "How do I get this wrong item off of my credit report?"  NJ.com

5/21/2021 - "Should I invest in cryptocurrency? What about Bitcoin, Dogecoin and Ethereum?"  NJ.com

5/13/2021 -  "Is $5 million enough for retirement? It depends."   NJ.com       

5/12/2021 -  "Should I invest my bonus in my children's 529 plans?"   NJ.com

4/22/2021 - "Can I avoid taking money from an inherited IRA?"  NJ.com

3/11/2021 - "I think I make too much money for Medicaid. What should I do?"  NJ.com

2/1/2021 - "Can creditors get my money if I roll my 401(k) to an IRA?"   NJ.com

1/15/2021 - "How can I protect my money from upcoming tax changes?"   NJ.com

1/1/2021 -  "Why don't government workers pay Social Security tax?"    NJ.com

12/11/2020 - "Why would someone want to put an annuity inside an IRA?"  NJ.com 

11/13/2021 -     "Can I extend the gift tax exclusion through the entire year?"  NJ.com

10/16/2020 - "I didn't take my RMD. What should I do now?"   NJ.com

10/12/2020 - "Will this 529 plan hurt chances for financial aid?"   NJ.com

6/22/2020 -  "Can my friend get retroactive survivor benefits from Social Security?"    NJ.com

5/22/2020 - "If you still have your job, here are money moves to make right now."   NJ.com

4/17/2020 -  "How far will your Federal stimulus check go in New Jersey?"  NJ.com

3/25/2020 - "Should you tap into your 401(k) if you get into money trouble during the coronavirus outbreak?"   NJ.com

2/25/2020 -  "How can I invest without risking a downturn?"  NJ.com

1/27/2020 - New Bill Could Eliminate Home Sale Taxes for Some, Help Seniors Save for Retirement  NJ.com

1/15/2020 - "How can I help my daughter save more for retirement?"  NJ.com

1/1/2020 - "Should I charge my college graduate rent?"  NJ.com

12/20/2019 - "I'm joining the gig economy. How can I save for retirement?"  NJ.com and LehighValleyLive.com

12/18/2019 - "Why do stocks keep rising even during political turmoil and trade wars?"  NJ.com

12/09/2019 - Jerry Lynch is December 2019 TAPO Advisor of the Month  401(k) Specialist Magazine

11/27/2019 -  "Should I hire a real estate agent or sell on my own?"   NJ.com

10/11/2019 - "I don’t need Social Security anymore. Can I suspend my benefits?"   NJ.com

9/10/2019 - "Can my spouse take my Social Security benefits?"  - NJ.com and LehighValleyLive.com

8/06/2019 - "Is the Stock Market Crashing? Four (4) Mistakes to Avoid with Your Money After the Big Drop" - NJ.com

7/30/19 - "Getting Ready to Retire? Don't Make These 11 Costly Retirement Planning Mistakes." - LehighValleyLive.com

7/5/2019 - "Should I take a 401k loan to buy a car?" - NJ.com

4/11/2019 - "What to do with 529 fund money when your child receives a scholarship" - NJ.com

4/4/2019 - "Are NJ teachers double-taxed on their retirement accounts?" - NJ.com

11/12/2018- Profit First Professionals- "Tax Planning with Jerry Lynch" PODCAST- www.mikemichalowicz.com

11/7/2018-  "A to-do list for widows, and how to protect the identity of a dead loved one"- NJ.com

10/30/2018- "How a fiduciary can better prepare pre-retirees to avoid that 'what's missing' feeling in retirement"- FiduciaryNews.com

10/2/2018- "Finding a high interest savings account"- NJ.com

9/6//2018- "Give the gift of financial planning this season"- NJ.com

9/13/2018- "What happens when you unload undeveloped land?"- NJ.com

8/23/2018- "Have extra money? What to do with your extra cash" - NJ.com

7/3/2018 - "Top Fiduciary Questions 401k Plan Sponsors Must Ask" - FiduciaryNews.com

6/5/2018 - "What Plan Sponsors Must Do to Avoid Fiduciary Liability" - FiduciaryNews.com

4/16/2018 - "How to get rid of an unwanted timeshare" -NJ.com

4/11/2018 - "Can Melania and Barron Trump get Social Security?" -NJ.com

3/12/2018 - "Should I file for bankruptcy if I have $200K in debt?" - NJ.com 

3/7/2018 - "Letting an LTC insurance policy lapse" - NJ.com

1/31/2018 - " 'Nagging wife' or smart saver? Stop the money fights | Biz Brain" - NJ.com

1/3/2018 - "Collecting your ex's Social Security | Biz Brain" - NJ.com

12/20/17 - "Should I prepay my property taxes?" - NJ.com

12/14/17 - "Facing fearmongering in retirement planning | Biz Brain" - NJ.com

12/11/17 - "Is a Roth conversion the answer?" - njmoneyhelp.com

12/6/17 - "5 resolutions for managing money" -NJ.com

11/6/17 - "Should I use Roth IRA for college savings? | Biz Brain" - NJ.com

10/16/17 - "Are hedge funds only for rich people? | Biz Brain"

10/19/17 - "How to encourage young adult to save | Biz Brain" - NJ.com

9/28/17 - "Annuity isn't growing as promised. Now what? | Biz Brain" - NJ.com

9/27/17 - "Is $5 million realistic for retirement goal?" - njmoneyhelp.com

9/20/17 - "Is out-of-network health care worth the cost?" - NJ.com

6/26/17 - "How to learn about college financial aid | Biz Brain" - NJ.com

6/6/17 - "Goodbye financial support from parents, hello debt | Biz Brain" - NJ.com

5/8/17 - "Rising interest rates and your mortgage" - njmoneyhelp.com

5/4/17 - "Trump’s tax plan: What you should know" - njmoneyhelp.com

5/1/17 - "Downsizing: Now, later or never? | Biz Brain" - NJ.com

4/17/17 - "What kids need to know about money" - ConsumerAffairs.com

3/6/17 - "Don’t foil your intent with a so-so estate plan" - njmoneyhelp.com

1/4/17 - "Biz Brain: Investing in a relative's business" - NJ.com

8/28/16 - "Can retiring to another country help me save money on my taxes?" - Credit.com

5/5/16 - "What tax return extensions really mean" - njmoneyhelp.com

4/26/16 - "Should I use the value of my house as my emergency fund?" - Credit.com

3/4/16 - "Kids going to college? Don’t forget this!" - njmoneyhelp.com

2/17/16 - "Can you retire and collect unemployement?" - njmoneyhelp.com

1/25/16 - "Five reasons why you shouldn't panic about stocks" - CNBC

1/4/16 - "How to start a retirement fund for your grandkids" - NJ115.com

11/8/15 - "Is there a downside to prepaying my mortgage?" - Credit.com

10/27/15 - "What to do when your kid's friends are richer than you?"

8/15/15 - "Taxes: Are Bill and Hillary paying too much?" - CNBC

4/15/15 - "Obama's tax return: His rate—and how he could save money" - CNBC

4/5/15 - "Are my retirement funds safe from creditors?" - Credit.com

1/13/15 - "You are not supposed to beat the index!" - CNBC

8/28/14 - "Three reasons why I like target-date funds" - CNBC

8/17/14 - "Your Money: The best way to invest your pay raise" - NJ.com

5/19/14 - "What we can learn from Casey Kasem's disappearance" - CNBC

5/7/14 - "Why you should Invest in Real Estate, Right Now" - The Inman Team 

4/25/14 - "Why I still like real estate" - CNBC

4/15/14 - "Obama's tax return: Did he overpay?" - CNBC

2/18/14 - "7 of the best money tips" - CNBC

2/9/14 - "Get With The Plan: Retiring without a pension" - NJ.com

1/19/14 - " 6 shares Biz Brain: Take the lottery winnings and run - but you won't escape the New Jersey tax bite" - NJ.com

1/7/14 - "Retirement reality check: Time to get a grip" - CNBC

12/4/13 - "Estate planning: 7 rules for a solid plan" - CNBC

11/19/13 - "Roth vs. traditional IRA: Which is better?" - CNBC

11/4/13 - "Biz Brain: Using funds in an UTMA account to pay down debts before age of majority" - NJ.com

10/29/13 - "Biz Brain: Options to get rid of a high interest car loan" - NJ.com

10/15/13 - "How to Choose a Financial Planner" - NJ.com

12/17/12 - Biz Brain: Will lotto winnings affect my Social Security? - NJ.com

12/14/10 - "Things that make your property taxes go up" - CNBC

12/5/10 - The Sic T's: Threast to retiree investors - and how to avoid them" - CNBC

1/5/10 - "N.J. couple pays dearly for financial advice" - NJ.com

9/15/08 - "Some examples of how to react to the crisis" - NJ.com