Uncategorized Questions
Boring Money Summer?
The financial markets are in their most boring slow summer days, as I write this column. Even news about unemployment...
Arbitration Surprise!
More and more investors are learning the hard way that if you have a complaint against a broker or registered...
True Story from a Reader
I use this space to post my own syndicated columns. But I just received the following (which I am reprinting...
Medicare “Observation” Trap
Thank goodness for Medicare (and supplements). The program, though costly to the Federal government, has provided peace of mind about...
Your Home, Your Money
Your home is likely your greatest lifetime investment. But as in all investing, timing is everything. The real advantage of...
Student Loan Restart
It’s official. Federal student loan repayments will start in September, and it’s your job to get ready. After more than...
Consumers, It’s Up to You!
It’s up to you, the consumer, to determine the fate of our economy. While we waited for news about the...
Beat the Market?
The stock market has traded in a fairly narrow range in recent weeks, holding its breath for a deal on...
Meet the Market
The stock market has traded in a fairly narrow range in recent weeks, holding its breath for a deal on...
Long Term Care Insurance & Inflation
A recent survey from the Senior Citizens League detailed the impact of inflation on the items senior consumers purchase most...
More SS Horror Stories
I recently posted a column telling the story of an older woman, a widow recovering from heart surgery, who was...
Scary Scam Story
I’m going to tell you a scary story. Or rather, I’m going to let the person involved tell you his...
Medicaid Planning
People tend to avoid the discussion of estate planning because no one likes to think about their mortality. Plus, there’s...
I Bond Rates Drop Sharply
Updated 04/29/23 The new rate for Series I bonds purchased after May 1, 2023 is 4.30%. That includes a new...
Speaking of Safety
In the search for safety of your financial assets, there’s a sudden recognition that the FDIC doesn’t cover deposits above...
Social Security Going Broke
The Social Security trustees just announced that the primary trust fund used to pay retirement benefits is set to become...
Money, markets, and Fear
Given the recent headlines, I just want to say a few words about the safety of your money in the...
Rate Hikes Hit Home
The Fed’s latest rate hike is the ninth increase in the last 12 months — for a total of 4.75...
The Unexpected Costs of Care
It’s the one financial planning issue that everyone wants to avoid. Your retirement may go according to your financial plan....
Tax Time
It’s that time of year again – income tax time. If you’ve already filed your return, pat yourself on the...
