Keeping tabs on the economy
Q: With all the political hubbub going on, I am concerned about the market. What should I be looking at to know if my...
Read More
Inflation and the COLA mystery
Q: I am retired and I live mostly on Social Security plus a little bit of savings. They say my Social Security gets a...
Read More
Rolling over a 401(k) account
Q: I have money in a 401(k) plan with my previous employer and I’m trying to decide what to do with it. Should I roll it...
Read More
Helping to Pay for College
College is one of the largest investments most people will make in their lifetimes. Few make it through without...
Read More
Let’s talk about the CARES Act RMD waiver
The CARES Act passed by Congress last March suspended required minimum distributions for IRA, 401(k) and similar...
Read More
When the world is crazy, focus on your spending
Q: The COVID-19 pandemic is really throwing my wife and me for a loop. Our income has dropped and our savings are...
Read More
How to Go Broke in Retirement
If you are getting ready to retire, I have some news for you: retiring can be stressful. In fact, with a score of 45...
Read More
Where to get the straight scoop about money
Q: I am trying to learn about investing, but I always feel like financial people are trying to sell me something. Where...
Read More
FICO’s new Resilience Index
Living in a big data world can be a little creepy. No matter where you go and what you do, it seems like someone is...
Read More
Take another look at Health Savings Accounts
When it comes to saving for the future, Health Savings Accounts are one of the best things going right now. Not only do...
Read More
IRAs in the Age of COVID-19
This year has seen tectonic shifts in the world of retirement accounts. Some changes—like the new limitations on...
Read More
Should you be using a donor advised fund?
I love donor-advised funds. This remarkable financial tool has been around since the 1930’s, but their popularity has...
Read More