Uncategorized Questions

The stock market seems to be taking uncertainty in stride. Neither economic concerns over the impact of tariffs, nor the...

It’s income tax time again – and this year it’s time to make a big change in how you file...

Note: This was written on Friday as an explainer, before tariffs were announced on Saturday, and before Canada and China...

Housing affordability is going to be a huge topic in both personal finance and politics in the year ahead. It’s...

Quick – think about who would know where everything is if you were in an accident or had a stroke...

Read this column and watch Terry's Roth Conversion Podcast with Economist Larry Kotlikoff, who created the MaxifiPlanner.com software that includes...

The Social Security Fairness Act was passed in the waning moments of Congress, just before the budget bill was approved....

Americans enter the New Year of 2025 with record amounts of credit card debt! And with an average credit card...

Forget resolutions – just do it! Get your financial life in order by following these easy steps as you move...

Last year families that filed the FAFSA form for Federal Student Aid for college found themselves trapped in a computer...

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...