Uncategorized Questions
Collect on Your Ex — Social Security
Many people are surprised to find out that other people can legally collect benefits on their Social Security work records....
Social Security Insolvency
Social Security is running out of money in its main trust fund. The latest Trustees report predicts that Social Security...
Avoiding Scams
Most people think it could never happen to them – until it does! Scam artists are becoming far more sophisticated...
Waiting for IRS Refund
If you’re still waiting for your tax refund from the IRS, you’re not alone. A combination of factors seems to...
Taking Control of Your Money
My recent column about stress-testing your retirement funds brought an interesting response from many of my readers. I learned something:...
Stress Test Your Money
With everything going so well, maybe it’s time for a stress test for your money. The time for a stress...
New Student Loan Rules
New student loan rules have just gone into effect – an ever-changing and complicated array of repayment options have been...
Summer Road Trip
Now that gas prices are starting to come down, millions of Americans will hit the roads this summer – some...
Trump Accounts
Trump Accounts are now open – and should be viewed on a financial, not political basis. There’s an old saying:...
Reverse Mortgages Explained
As Americans live longer and costs continue to rise, a growing number of seniors have decided to tap into the...
Your Home as Your Piggy Bank
For generations of Americans, the family home is the largest investment they will ever make. And in most cases, it...
How To Buy Treasury Bills
U.S. Treasury Bill interest rates are still mostly higher than the comparable bank CDs. As of August 21, 2026, the...
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...