Personal Finances

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…

How to Leave an IRA to Grandkids

How to Leave an IRA to Grandkids

Diane Pearson, CFP, CDFA | September 17, 2014

Leaving an IRA to your grandchildren rather than your children could make it more valuable to your family. Heirs who…

Make Your Cottage Cheese Last Longer
Money Savers

Make Your Cottage Cheese Last Longer

July 31, 2014

Sometimes you need only a dollop of ricotta to spiff up a swirl of pasta or to make a better…

How to Get an Absolutely, Totally Free Credit Score

How to Get an Absolutely, Totally Free Credit Score

June 2, 2014

(And avoid the phony ones) We no longer have to pay to learn the credit scores that play a big…

Loving Gifts to Give Your Heirs (Long Before You Die)

Loving Gifts to Give Your Heirs (Long Before You Die)

March 26, 2014

You don’t have to wait until you pass away to bestow financial benefits upon your eventual heirs. And there are…

Best Credit Cards for 2014

Best Credit Cards for 2014

Odysseas Papadimitriou | February 4, 2014

6% Back on Groceries, 5% on Gas and More Choosing the best credit cards for your needs depends on the…

How to Help Parents in Financial Need
Personal Finances

How to Help Parents in Financial Need

Robert ­Mauterstock, CFP, CLU, ChFC | September 19, 2013

Your retirement and your spouse’s retirement might not be the only ones you have to pay for. More than 20%…