Uncategorized Questions
Beware of Bonds
Bonds are traditionally viewed as the safest of investments. But that myth may be shattered in the months ahead, whether...
The Search for Yield
The stock market cheered signals that the Federal Reserve will cut interest rates this month. There was no complaint from...
Time for Risk Management
Whether you’re trying to decide how to invest or considering the prospects for a better job, the economic outlook has...
Cut Student Loan Rates!
Student loans are about to become a big political issue in the 2020 election. That’s a shame because it guarantees...
Keeping Score of Your Credit
Your credit score affects almost every aspect of your financial life — not only the rate you will pay on...
Beware New “Best Interests” Standard
The SEC has just passed a new regulation called the “best interest standard.” The title of the rule — and...
The Long Run?
People buy lottery tickets with astronomical odds against winning. (I must confess, I do that myself when the jackpot is...
Five Tips for College Grads
If you have a child graduating college this spring, it’s quite an accomplishment — not only for them, but for...
A Lonely Problem
The baby boom generation is getting a new name: The Loneliest Generation. About one in 11 Americans age 50 and...
Student Loan Rates Drop — Still Not Great Deal
There’s a bit of good news for those taking out student loans for the 2019-2020 school year, which begins this...
Inheriting an IRA
As America ages, it’s likely that more people will inherit substantial Individual Retirement Accounts. What you do next will make...
Congrats, Grad. Now Repay Debt
Congratulations, college grad. Your first challenge is finding a job, and perhaps a place to live. The second challenge is...
Social Security, Medicare Key Facts
Americans are woefully uneducated about Social Security and Medicare — and that creates some expensive mistakes. Here are a few...
Roth Conversions
In a recent column, I mentioned the importance of tax planning for your retirement assets. We are living in a...
Consider Disability Insurance
Income tax time brings you face to face with the amount of money you earn — and have left to...
Taxing Your Retirement
As tax time draws near, Americans are taking a second look at the impact of the new tax laws. For...
Socially Responsible Investing
If you want your investment dollars to not only make money but to make the world a better place as...
Stock Market Predictions
The tenth anniversary year of this bull market got off to a great start in 2019. After posting the largest...
529 Plan Costs Compare
Are you paying too much for your 529 college savings plan? If you’ve bought through a broker or adviser, the...
Home Ownership — The Comeback of a Dream
Home buying has been out of favor since the mortgage crisis of 2008-2009. That’s when everyone learned the dangers of...
