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...
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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...
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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...
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Helping to Pay for College
College is one of the largest investments most people will make in their lifetimes. Few make it through without...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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