Uncategorized Questions
No Place to Hide
As a record number of Americans are heading into their retirement years with impressive balances in their 40l(k) plans, the...
Inflation: A Special Report
It's the most important financial headline of this century: Inflation! A new generation of Americans is about to face the...
Money and Marriage
The spring wedding season is upon us, and around the country brides, grooms and their parents are making arrangements for...
Children Worth Tax Refunds
When tax time comes, your children can be worth a lot of money – even if you didn’t earn any...
Where to get FREE TAX HELP
As I was answering a post on my blog this morning, I realized that many people may be missing out...
Pros Don’t Beat the Markets!
Do you think you can "beat" the market? Well, take a look at these new statistics. Even the highly-paid money...
What’s in Your Retirement Portfolio?
The volatility of the stock market based on fighting in Ukraine and soaring gas prices presents a significant challenge to...
Last Chance Mortgage Refi
If you waited and waited to refinance your mortgage, only to see rates rise recently, you now may have one...
Terrys 5 Tips for Spring Personal Finances
This is the typically the slow season of the year for personal finances – a perfect time to get things...
Beneficiary Bet
I can’t stress enough the importance of naming the “correct” beneficiary for your retirement accounts – IRA, 40l(k), and 403(b)...
And THIS is good news???
So the market rallied today (Friday). It rallied starting midday Thursday on the news that the sanctions on Russia would...
Create an IRS account for info
The IRS has admitted it still has more than 11 million returns from last year (2020) to review! Yes, they...
1099k for Venmo, Paypal Users, NOT Zelle
The IRS is taking a closer look at your fintech transactions. Starting in 2022, any transactions exceeding $600 and made...
A Financial Valentine
Give someone you love – or yourself – a financial Valentine this week. Americans are expected to spend $21 billion...
Sinkhole Cities
The American Rescue Act sent $350 billion of federal tax dollars to states, cities, and tribal governments around the country...
Chicken Money Update
It’s not fair that savers are losing money by trying to keep their money safe. With inflation running at 7%...
Terry’s Latest Podcast: Wild Markets
You may not know that I post a weekly podcast with my friends Pam Krueger, founder of Wealthramp, and Richard...
Retiree Medical Costs Soar
If you’re a retiree dealing with Medicare, you’ve just noticed that your increased (5.9%) Social Security benefit is being reduced...
Navient Student Loan Settlement
The $1.7 billion dollar settlement with Navient that 39 state attorneys-general just announced has millions of student loan borrowers hoping...
Money Magic
If you’re going to read just one financial book this year, read Money Magic by well-known economist Laurence Kotlikoff, who...