Uncategorized Questions

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...

We have now witnessed the collapse of the largest (so-far) 21st century "tulip bubble" as the FTX (crypto) Exchange collapsed...

Americans may be excused for wondering where this recession talk is coming from. Economic growth (GDP) turned nicely positive in...

One of the most difficult choices retirees must make is where to live in retirement. By this stage of your...

Updated 05/01/24 The new rate for Series I bonds purchased after May 1, 2024 is 4.28%. That includes a new...

Here we go again. It’s the annual Medicare Open Enrollment period. Making a mistake could impact your healthcare and its...

The stock market has gone through some dramatic volatility in recent weeks, huge declines followed by market rebounds. Swings of...