Uncategorized Questions

Quick – think about who would know where everything is if you were in an accident or had a stroke...

Read this column and watch Terry's Roth Conversion Podcast with Economist Larry Kotlikoff, who created the MaxifiPlanner.com software that includes...

The Social Security Fairness Act was passed in the waning moments of Congress, just before the budget bill was approved....

Americans enter the New Year of 2025 with record amounts of credit card debt! And with an average credit card...

Forget resolutions – just do it! Get your financial life in order by following these easy steps as you move...

Last year families that filed the FAFSA form for Federal Student Aid for college found themselves trapped in a computer...

U.S. Treasury Bill interest rates are still mostly higher than the comparable bank CDs. As of December 20, 2024, the yield...

Every year I devote a column to meaningful gifts for children of all ages – gifts that might grow in...

Meet IRMAA. This is not a senior’s dating site, but every senior on Medicare should be intimately familiar with IRMAA...

The upcoming holiday gifting season is a perfect time to review the incredible 529 College Savings Plan opportunity to build...

Giving to charity is all about money – and if a tax benefit comes along, the gift is much sweeter....

Required minimum distributions (RMDs) loom for millions of seniors who have reached age 73. These distributions from retirement plans such...

My recent columns and newsletter about the changes in Medicare Part D generated so many terrific questions – most of...

In an election year it’s all too easy to forget the Veteran’s Day holiday on November 11th, even though all...

Medicare’s drug coverage has been dramatically changed for 2025. Figuring out what you should do is one of the most...

Medicare Open Enrollment in 2024 runs from October 15 through December 7th. This year, more than any previous year, it...

It’s time for Medicare Open Enrollment, the few weeks between October 15 and December 7 when all current Medicare beneficiaries...

Despite the soaring value of the stock market, residential homes are considered the largest asset class in the country. The...

There is no doubt that a college education is a key ingredient in future success – although these days many...

Credit card debt is soaring, interest rates on balances has moved into the 30% range on many cards, and delinquencies...