Uncategorized Questions
Parent PLUS July 1st Deadline SOS!
Time is running out for Parent PLUS College loan borrowers to access money-saving repayment deals. The deadline is July 1st...
Special “K”
We’ve all heard references to a “K-shaped” economy. It’s an image that reflects the growing wealth disparity in America. Those...
Next Year’s Taxes — Plan Now!
The last thing you want to think about now is taxes. You’ve just completed your return, and hopefully received your...
Social Security “Con Job”
Social Security is making an offer you should refuse. Famed economist and Social Security expert Larry Kotlikoff calls it a...
Something’s Gotta Give!
The pressures on middle class Americans are mounting, regardless of the stock market’s relentless climb higher. Yes, there is plenty...
A Taxing Surprise for Illinois Seniors
Illinois seniors who received a windfall deposit as a result of the Social Security Fairness Act are now finding that...
Use Your Miles
A casual conversation with a group of friends elicited this comment from one woman: “It’s time to start using your...
Identity Theft — What To Do!
It makes sense to assume your identity has -- or will be -- stolen! Ever since the Equifax breach two...
Health Insurance Today
Last year, when the additional subsidies for the purchase of health insurance under the Affordable Care Act (Obamacare) were removed,...
Beat the Market?
Do you think you can beat the stock market? Should you even try? The volatility of the stock market in...
MEGO Numbers
I call them MEGO numbers. That stands for My Eyes Glaze Over. Sometimes the numbers are so huge that they...
Private Equity Beware
Oh, the irony. Just as market headlines reveal huge worries about “private credit” and “private equity”, the Labor Department (which...
Time to Plan
Given the chaos in the world, when it comes to your personal finances, it’s tempting to just cover your head...
Alone and Trusting
What happens when you’re older and alone – with no one you trust to be there in your time of...
T-Bills (still) beat most CDs (update)
U.S. Treasury Bill interest rates are still mostly higher than the comparable bank CDs. As of March 16, 2026, the yield...
Time to Plan
Given the chaos in the world, when it comes to your personal finances, it’s tempting to just cover your head...
Avoiding Heartbreak
This breaks my heart. Below are two messages I received recently, describing the compounding of grief and financial disaster in...
Taxes for Seniors
In the coming months, millions of seniors will file their tax returns – and many other seniors will think there...
Last Chance for FAFSA
Time is growing short for parents of high school seniors (and those returning to college for the 2026-27 school year)...
The Annuity Pitch
A decade ago the insurance industry made a huge annuity sales pitch to pre-retirees, offering them “variable” or “indexed” annuities...
