09 Dec What happens to quick stock trades and tax liabilities?
You can't sell a stock and quickly buy again without a tax consequence. ...
09 Dec I took from my 401(k). What happens to my Medicare Part B premiums?
If your income rises, your Medicare premiums may cost you more money. ...
08 Dec I’m getting a smaller inheritance. Is something fishy going on?
Sometimes mistakes happen, but sometimes you need a lawyer....
08 Dec I inherited a $20K IRA. When do I have to take distributions?
The rules for inherited IRAs have become more complicated....
07 Dec Teachers are public employees. Do they get Social Security?
Only teachers in some states contribute to the Social Security system....
07 Dec My Medicare premiums just doubled. What can I do?
Your Medicare premium is determined by your income. ...
06 Dec My father died. How can I find his life insurance policy?
There are several ways to track down a missing policy....
06 Dec My income is $125K. Do I qualify for the ANCHOR property tax break?
The ANCHOR program replaces the Homestead Rebate and includes more residents....
05 Dec After FTX debacle, what should we know before making an investment?
Diversity is the key to making sure your portfolio stays on track. ...
05 Dec I’m a homeowner. How do I shop for a reverse mortgage?
Before you take a reverse mortgage, make sure it suits your goals. ...