20 Mar What you need to know about rebalancing your portfolio
Regularly rebalancing your portfolio is essential for investing success. ...
19 Mar Running out of money in retirement
Taking too much money from your nest egg too soon is a retirement problem....
17 Mar How are financial planners paid?
One of the first things you should learn when you interview an advisor is how they are paid. ...
06 Mar Are my retirement accounts safe from creditors?
Retirement accounts are treated differently from other assets....
05 Mar Confusion over pre- and after-tax contributions
Sleuthing to determine the taxation of a retirement account...
04 Mar Juggling several home options, choosing domicile for retirement
Deciding to rent or buy, and in what state you should make your permanent residence, has big money consequences in retirement. ...
02 Mar How often should I take Required Minimum Distributions (RMDs)?
Deciding when to take Required Minimum Distributions is an important part of your retirement plan. ...
27 Feb Should I pay off my mortgage?
You have to think numbers and emotions if you're considering a mortgage payoff....
25 Feb Giving college money to kid after you divorce, and the tax burden
If you don't stay within certain rules, a money transfer can cost a lot in taxes. ...
24 Feb A widower’s options for Social Security
If you lose your spouse, you can be eligible for a widow/widower benefit from Social Security. ...