Uncategorized Questions

Update: March 19th. I posted the article below on Monday, March 13th -- and everything I wrote has been verified...

Social security makes mistakes. Big ones. If they miscalculated and underpaid you for many years, you might never find out....

Clint Eastwood said it memorably: “Do you feel lucky?” Now, superimpose Fed Chairman Jerome Powell’s stern visage squinting at the...

Facts are easy to find in this era of the internet. But good advice is somewhat more elusive. Since my...

During the pandemic It looked so easy to avoid credit card debt. You couldn’t go out to dinner and you...

Though I’ve previously warned against many annuities, with good reason, this column will focus on one type of annuity that...

Every few years, something really “new” comes along, sneaking into our vocabularies and our way of interacting with money. Then...

The best way to save for college for your children and grandchildren is a 529 College Savings plan. And, the...

A new proposal by the Biden administration would dramatically cut federal student loan monthly payments in half, with monthly payments...

Some bad news is coming in the mail. Be prepared to face up to it immediately. Open the envelopes –...

1. Get Organized –That’s the most important thing you can do to start the new year. You can’t go forward...

How much did you pay in investment costs and fees last year? If you’re like most investors, you don’t even...

The shopping rush is over, and holiday dinners digested. This is a perfect time to sit back and count your...

Congress gave American workers a last minute holiday gift – a set of new incentives to save more for retirement....

Everyone likes a little recognition – a sense of being known and appreciated. Perhaps that’s why I must admit I...

If you have several IRAs or leftover 401(k) plans from previous employers, this is a perfect time to consolidate them...

Social security decisions are among the most complex and impactful choices seniors must make. The most critical decision revolves around...

The steps you take in the month of December could save you tax dollars next April. Now is the time...

Every year around this time, I try to make helpful holiday gift suggestions for the younger people in your family....

Instead of focusing on the wild gyrations of the stock market, this is a perfect time to look inward and...