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This is the typically the slow season of the year for personal finances – a perfect time to get things...

I can’t stress enough the importance of naming the “correct” beneficiary for your retirement accounts – IRA, 40l(k), and 403(b)...

So the market rallied today (Friday). It rallied starting midday Thursday on the news that the sanctions on Russia would...

The IRS has admitted it still has more than 11 million returns from last year (2020) to review! Yes, they...

The IRS is taking a closer look at your fintech transactions. Starting in 2022, any transactions exceeding $600 and made...

Give someone you love – or yourself – a financial Valentine this week. Americans are expected to spend $21 billion...

The American Rescue Act sent $350 billion of federal tax dollars to states, cities, and tribal governments around the country...

It’s not fair that savers are losing money by trying to keep their money safe. With inflation running at 7%...

You may not know that I post a weekly podcast with my friends Pam Krueger, founder of Wealthramp, and Richard...

If you’re a retiree dealing with Medicare, you’ve just noticed that your increased (5.9%) Social Security benefit is being reduced...

The $1.7 billion dollar settlement with Navient that 39 state attorneys-general just announced has millions of student loan borrowers hoping...

If you’re going to read just one financial book this year, read Money Magic by well-known economist Laurence Kotlikoff, who...

Well, here’s a topic I hate to bring up this early in the year, but it’s time to think about...

A quick reminder: If you are age 72 or older, you MUST take a Required Minimum Distribution (RMD) before year...

In the last-minute rush for holiday gifts, and then the post-holiday rush to return, please take one more minute to...

Inflation is very simply the debasement of the currency. Your money buys less stuff. Inflation starts out barely noticeably --...

Update on 12/23/21: See first paragraph below written two weeks ago. Well, ,a "student loan forgiveness miracle" has happened! The...

In last week’s column, I provided some holiday gifting ideas for children – ranging from 529 accounts to gift cards...

My annual holiday money gift column for children and young adults arrives just at the start of the holiday shopping...

This is the third in a series of columns designed to help with this season of healthcare decisions. The first...