How much can I take from my 529 plan?
Q: My daughter recently started her first year at the university. This is turning out to cost a lot more than we...
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Concerns about the SECURE Act of 2019
Last May, the House of Representatives passed the Setting Every Community Up for Retirement Enhancement Act of 2019...
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Should I exchange my variable annuity?
Q: Several years ago, I went to roll over a CD at my bank. While I was there, the gentleman suggested I talk with the...
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Early withdrawals from retirement accounts
The tax advantages of retirement accounts—IRAs and 401(k)s—come with significant strings attached. On the one hand, the...
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Beware the joint tenancy trap
As parents age, families sometimes struggle with how to best keep their parents’ financial affairs in order. One common...
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What’s up with required minimum distributions
I get a lot of questions about retirement accounts and required minimum distributions. If the rules seem confusing to...
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Putting together your financial team
Question: My husband recently passed away and I suddenly find myself dealing with all the financial matters he used to...
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A little more on student loans
Q: I read your article and it rang so true. My daughter will graduate this year with about $10k in loans in her name...
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Getting smart about college, Part 2
Last week I wrote about the need to be smart when it comes to your college education. We looked at how expensive college...
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Getting smart about college, Part 1
Paying for college has never been easy for most people, but the challenge has only grown greater over the last several...
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Check your beneficiary designations
Q: My husband passed away last year. In the process of settling his estate, I contacted the custodian of his IRA to...
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Building a Resilient Portfolio
Last week I responded to a question about financial security by introducing the idea of financial resilience. Just as...
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