Uncategorized Questions
The Fed, Money & Markets
The Fed has spoken. Chairman Jay Powell clearly declared victory over inflation at his annual Jackson Hole, Wyoming press conference....
Mind the Insurance Gap
Nothing could be more devastating to your personal finances than an uninsured illness or accident. Yet each year, many Americans...
Finding Trusted Financial Advice
Whether your retiring and rolling over your 40l(k) or just starting to build your financial future, it pays to get...
What’s in YOUR 40lk?
What’s inside your retirement plan? That’s a question every boomer should be asking these days, according to Ron Surz, of...
Fed & Election Year Politics
Here's a short special column intended to deal with the question of whether the Fed has any particular political inclination...
Living Longer
How long do you think you’ll live? That’s not an idle question, since so much of your financial planning depends...
Scholarship Time
Announcing free money! Did that get your attention? If you have a high school child or grandchild, don’t let them...
No Place to Hide
The world is awash in geo-political confusion. In England, a new Labor government was just elected by a landslide, after...
Statute of Limitations on Clawbacks
Most people would agree that for horrendous crimes there should be no statute of limitations for prosecution. For example, the...
Dangerous Stock Market Complacency?
The stock market keeps reaching new highs on the major indices – The Dow Jones Industrial Average, The S&P 500,...
What Recession?
More than half of Americans – 56% to be exact – believe the United States is in a recession, according...
Stealing Your Secrets
Identity thieves have a new way of gaining access to your finances. Even if you’ve frozen your credit report, they...
Homeowner’s Insurance — Or Not?
If you own your own home, it’s no surprise that your homeowner’s insurance premium has soared. Opening that bill, you...
Long Term Care Insurance — A Creative Way to Pay
The most unexpected and costly expense of retirement is the need to pay for long term custodial care – a...
News on Student Loans and Credit Card Rules
Consumers just got some good news about a student loan forgiveness extension and about protections on credit card late payment...
Changing Work World
The unemployment numbers are encouraging. The unemployment rate has remained below 4% for 27 months, the longest streak since the...
Rollover Advice Rule
Have you noticed how much your 40l(k) plan has grown over the years? There’s now nearly $11 trillion in these...
Where’s My Refund?
What do you do if your IRS tax refund still hasn’t arrived? Now that the IRS has received most 2023...
Warning on Credit Repair and Chasing Rewards
In my recent column about credit card warnings, I explained the dangers of zero-interest cards, particularly those offered by retail...
Credit Card Warnings — and Trusted Help
Some of my best column ideas come from you, my readers. The example below was posted on my AskTerry blog...
