Personal Finances

You Can Spend More Than You Think in Retirement
Retirement Planning

You Can Spend More Than You Think in Retirement

Meir Statman, PhD | October 20, 2017

Retirees often are warned not to overspend. But some retirees have the opposite problem—they underspend.

Beware of these Coin-Collecting Scams!

Beware of these Coin-Collecting Scams!

Scott A. Travers | October 17, 2017

In this video, Scott Travers, gold and rare coin expert and author, discusses coin-collecting scams and what to be aware of when purchasing from a dealer.

9 Tricky Terms: Deciphering Social Security Language
Social Security

9 Tricky Terms: Deciphering Social Security Language

Laurence J. Kotlikoff, PhD | June 25, 2017

Part of what makes the Social Security system so tricky is the language used to explain it. Here’s how to understand Social Security language.

How to Keep Financial Information Safer on Your Phone

How to Keep Financial Information Safer on Your Phone

Eva Velasquez | June 15, 2017

More and more of your financial life happens right on your smartphone—and not just buying stuff on Amazon and elsewhere.…

Answers to Tricky Questions about Health Savings Accounts

Answers to Tricky Questions about Health Savings Accounts

Roy J. ­Ramthun | April 24, 2017

A little-noticed portion of the failed health-care bill introduced by House Republicans in March would have dramatically expanded the benefits of…

Bank Inactivity Fees More Common Than You Think
Banking

Bank Inactivity Fees More Common Than You Think

Ken Tumin | March 15, 2017

Does it seem like your bank charges fees for everything these days? It might be worse than you think—some banks…

Retirement Income for Life
Retirement Planning

Retirement Income for Life

Michael ­Finke, PhD, CFP | July 6, 2016

Here’s a New Way to Get It Do you think you’ll live past 85? If so, there’s a surprisingly attractive type…

Questions to Ask a Friend or Family Member You Want As Your Executor or Trustee

Questions to Ask a Friend or Family Member You Want As Your Executor or Trustee

June 6, 2016

Here’s what to ask a family member or friend before naming that person executor of your estate or trustee of…

Questions to Ask When You Select a Professional Executor or Trustee

Questions to Ask When You Select a Professional Executor or Trustee

Douglas D. Wilson, CFP, CTFA | June 6, 2016

Although most people choose friends or family members to be executors of their estates and trustees of their trusts, some…

How to Influence Your Heirs from Beyond the Grave

How to Influence Your Heirs from Beyond the Grave

Charles A. Redd, JD | March 16, 2016

Do you feel strongly that your granddaughter should attend the same college you did? Or that your wayward son should…

The Best Credit Cards for 2016

The Best Credit Cards for 2016

Odysseas Papadimitriou | December 29, 2015

Top Choices for Cash Back…Lowest Interest Rates…More The come-ons are tempting. There are credit cards that offer 2% cash back…

When Cotton Isn’t Cotton and Other Clothing Lies

When Cotton Isn’t Cotton and Other Clothing Lies

Edgar Dworsky | December 2, 2015

Clothing companies sometimes use confusing product names, hard-to-locate labels or even outright lies to make it difficult to tell what…

How to Get Bonus Cash for an IRA Deposit
Retirement Accounts

How to Get Bonus Cash for an IRA Deposit

Sheryl Garrett, CFP | April 29, 2015

Fidelity Investments, the giant brokerage firm, has put a new twist on getting cash bonuses for investing in an IRA.…

Doctors and Hospitals Are Adding Sneaky New Fees

Doctors and Hospitals Are Adding Sneaky New Fees

Charles B. Inlander | February 26, 2015

Many doctors and hospitals are adding on sneaky fees for services that used to be included with routine visits and…

Retire Happily on $25,000 a Year
Retirement Planning

Retire Happily on $25,000 a Year

Dan Prescher | December 2, 2014

Hint: You'll Have to Move... Millions of folks are coming to the realization that they can't afford the comfortable retirement…