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Medicare Beware! A Special Report

The weeks between October 15th and December 7th are Open Enrollment – where seniors must make critical decisions that will...

Medicare Beware #3: Part D Drug Plans

You may not be taking prescription drugs when you sign up for Medicare at age 65, or when your work...

Medicare Beware #2: Switching Plans

Last week’s column explained the key decisions you must make about Medicare – either when you initially enroll, or during...

Medicare Beware #1: Open Enrollment Choices

Medicare Open Enrollment period starts on October 15th. Making the correct choices when you initially sign up for Medicare –...

Stop Procrastinating About Planning

Astoundingly, the year is almost over. And as the calendar races to the finish, you still haven’t gotten your finances...

Wanna Bet?

Fall is already in the air in many parts of the country. Kids are back in school and the football...

Chicken Money Challenge Ahead

Savers are about to face the most significant financial challenge of all – the challenge of self-discipline. Short term interest...

How Interest Rates Work

Will they or won’t they cut interest rates in September? All eyes are on the Fed, and its chairman Jerome...

Artificial Intelligence Arrives

Artificial Intelligence is the buzzword that is driving the stock market and economic capital these days. It is showing up...

Parent Plus Loans: Act Quickly

In my latest column about student loans, I focused on changes coming to the outstanding loan burden for graduates. But...

Bankruptcy

It has been quite a few years since personal bankruptcies hit the headlines. Before Covid, personal bankruptcy filings were averaging...

Student Loan Changes — Act Now!

If you have outstanding student loans, you are likely about to encounter some significant and confusing changes. If you have...

Are You Even?

Your 6-month account statements from your 40lk or IRA have likely just landed in your mailbox, or your inbox. Since...

Private Equity Targets Your 40l(k)

Wall Street has a new target. With nearly $9 trillion in assets, 401(k) plans have caught the eye of Wall...

T-Bills (still) beat most CDs (update)

U.S. Treasury Bill interest rates are still mostly higher than the comparable bank CDs. As of October 12, 2025, the yield...

Equity Linked Annuities

The promises are enticing – stock market upside with no risk on the downside. Or market “participation” with downside “protection.”...

Information, Please

Every day there’s a new headline number to impact the markets. Whether it’s about inflation or employment, about consumer confidence...

Social Security — The Latest!

It’s getting worse at Social Security—and it’s not your imagination. Here, as promised, are the latest updates – and some...

Home Buying Opportunity Coming?

There is never a good time to buy a home – except in hindsight. As first-time home-buyers try to make...

Housing Opportunity?

There is never a good time to buy a home – except in hindsight. As first-time home-buyers try to make...

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