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Bye, Bye Boomers– Millennials Now The Target
Sorry, boomers, but the world of banking and insurance isn’t so interested in you anymore. You’re getting too old to...
529 Plans Even Better Now
It’s time to take another look at 529 College Savings plans. The recent tax bill creates some changes in the...
Next Step in Tax Advice
Many of you are going to need help with your taxes. It’s not just about the last-minute things you did...
New Year, Clean Slate
No use looking back at mistakes made. You can’t undo them and must live with the consequences. But the New...
A Christmas (True) Fable
Tis the season to receive long, chatty messages tucked into holiday cards, describing the year's significant events for family members...
CollegeIllinois Closed To Investors
CollegeIllinois! — the state’s prepaid tuition plan — has closed and is no longer selling contracts. It’s the second time...
Talk Money with Family Over the Holidays
The holiday season is time for families to get together and celebrate. But it’s worth stepping back from the festivities...
Holiday Gifts that Teach Kids about Money
Every year at this time, I write a column about gifts that teach children about money. While the latest toys,...
Scholarship Search Time
Set aside some time in the holiday season to search online for scholarships that can make all the difference in...
Can’t Afford Obamacare Plans?
Obamacare survived the political process. The big question is whether middle-income Americans can afford to buy a policy. And millions...
Small Biz Health Insurance Special
Small businesses – employing from 1 to no more than 50 people — now have a one-month opportunity to buy...
Medicare Open Enrollment — Know This!
This is an an especially challenging time for seniors, who quickly learn that, while Medicare is a wonderful program, there...
Beware of Bonds!
If you’re worried about protecting your stock market profits, where can you hide? That’s the dilemma facing many investors who...
The Next Bear Market
There will be another bear market. You can count on it. You just can’t know when it will start, or...
Estate Planning for Pets
Have you made plans for your pets in case you die before they do? Sadly, there are too many dogs...
FAFSA Time, Again
October 1st is the first day you can file your Free Application for Federal Student Aid for the school year...
Check Your Life Insurance — Before it Runs Out!
If you have a life policy that is intended to build cash value over time, and you haven’t had an...
Equifax Data Breach — What to Do!
Equifax knows you – even if you don’t know them. They are one of the three large credit bureaus that...
Harvey Will Hurt
There’s no way to measure the pain and anguish Hurricane Harvey inflicted on Houston area residents, many of whom were...
Retirement and the Single Woman
More women spend more time living alone. And that’s having a big impact on retirement planning. Read It Here
