Personal Finance
For many years the best action to take with a 401(k) account when leaving an employer was to roll over the account to…
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Retirement planning usually starts with a simple idea: save enough money to replace…
In homes across America, a quiet crisis is unfolding. The “sandwich generation” –…
The early months of the year are important for taxpayers ages 70½ and…
The phone calls to us often start the same way: “My mom refuses…
Spotlight
If you’ve been fantasizing about chucking it all and retiring in your 40s, then it can take some serious planning, money,…
Miss a credit card payment and you pay a late fee and interest. Return a library book after the due date…
As a financial advisor, I have set my eyes on thousands of portfolios—but none as compelling or meaningful as the one…
Taxpayers should give as much consideration to the form in which they make charitable donations as they do to the amounts…
I’ve been well aware of the significant financial advantages of waiting to start my Social Security benefits until age 70, having…
Many of us want to stay in our house for as long as we possibly can. But this may not be…