Uncategorized Questions

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...

This column was prompted by a call to a radio program from a man who explained that he is fairly...

Famed market commentator Dennis Gartman no longer writes a daily letter. But when he sends out a special bulletin, I...

Caution: Read this column only if the idea of “running out of money” in your lifetime (with the exception of...

The Fed has spoken. Chairman Jay Powell clearly declared victory over inflation at his annual Jackson Hole, Wyoming press conference....

Nothing could be more devastating to your personal finances than an uninsured illness or accident. Yet each year, many Americans...

Whether your retiring and rolling over your 40l(k) or just starting to build your financial future, it pays to get...

What’s inside your retirement plan?   That’s a question every boomer should be asking these days, according to Ron Surz,  of...