30 Dec When a financial advisor doesn’t pass the smell test
If a financial advisor makes you nervous, find another financial advisor....
29 Dec Tips to evaluate a retirement community
There are lots of questions to ask before you buy into a 55-plus adult community. ...
17 Dec When a financial advisor won’t answer your questions
If your financial advisor doesn't take time to answer your questions, it's time for a new advisor. ...
15 Dec How to pay for a retirement home
How to fund the purchase of a home when you haven't sold the old one yet. ...
11 Dec Municipal bonds and low tax bracket investors
Municipal bonds can be a good investment, but they're not for every portfolio. ...
10 Dec What are my best options for Social Security?
When cash flow is an issue, waiting for the biggest Social Security payment isn't always an option. ...
09 Dec Selling stock without a broker
In a few steps, you can sell your stock certificates without a brokerage account....
05 Dec Is now a good time to buy I-Bonds?
In today's low interest rate environment, I-Bonds aren't as attractive as they once were....
02 Dec How to take Required Minimum Distributions from multiple accounts
If you have multiple IRA accounts, your RMD must reflect all your balances....
01 Dec Should we use retirement accounts for college bills?
You can borrow money for college, but not for retirement. ...