Elder financial fraud is worse than we thought. Here’s what we can do about it.

Elder financial fraud is worse than we thought. Here’s what we can do about it.

Our parents’ financial rules of thumb were pretty simple and easy to follow: Neither a borrower nor a lender be, pay back your mortgage before retirin[......]

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9 things retirees should never keep in their wallets

9 things retirees should never keep in their wallets

You and your hard-earned savings have finally made it to retirement. Why risk losing anything if your wallet goes missing or is stolen? Because wit[......]

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Should I take out a loan to pay my debts?

Should I take out a loan to pay my debts?

Q: "I have student loan debt and have racked up about $6,000 in credit card debt over the last three years. I'm thinking of taking out a personal loan[......]

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Train your brain to save more and spend less

Train your brain to save more and spend less

Put more money in your pocket.

Your brain and your wallet aren't always on speaking terms. Despite good intentions, mental tics and tripwires often u[......]

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Paying off your mortgage could be the smartest investment of 2018

Paying off your mortgage could be the smartest investment of 2018

New tax law makes ridding yourself of debt even savvier.

What's the best investment you can make in 2018? Three considerations — taxes, risk and the[......]

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Category Archives: INSURANCE

It’s harder than you think to spend down your 401(k) account in retirement

Hoarding retirement savings is a risk.

At a recent conference, retirement experts concluded that the lack of an easy drawdown mechanism in 401(k) pla[……]

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How retirees can avoid higher Medicare premiums

Many high-income retirees face higher effective marginal tax rates due to income-based increases in Medicare premiums.

Higher earners must now pay[……]

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Passing the Social Security benefits earnings test

Bone up on strategies that will get you the maximum Social Security benefits you’ve earned.

A big reason experts advise waiting until at least full r[……]

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Why getting married later in life can be a big financial mistake

Love is great, but there may be a few practical questions to consider.

This article is reprinted by permission from NextAvenue.org.

 

I sw[……]

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Finding ways to keep Social Security funded

Social Security is unlikely to appear on the political docket until 2021. (2018 is a congressional election year; 2019 is the lead-up to the next pres[……]

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What’s the largest Social Security retirement check someone can get?

I’m still surprised when I speak to people how few of them have looked at their personal Social Security statement lately.

In fact, a lot of people[……]

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