Personal Finances

Post-Pandemic Tipping, Who to Tip…and How Much
Personal Finances

Post-Pandemic Tipping, Who to Tip…and How Much

Diane Gottsman | November 20, 2023

Tipping has always been a fraught proposition. When you see a tip jar on a ­counter, are you expected to…

Don’t Make These Mistakes With Your Money!
Personal Finances

Don’t Make These Mistakes With Your Money!

November 15, 2023

This year’s soaring prices and volatile financial markets have caused investors, consumers and retirees to make plenty of money mistakes—and…

Stop Paying for Unused Subscriptions
Money Savers

Stop Paying for Unused Subscriptions

Kathleen Blum | November 9, 2023

How much do you think you spend each month for subscriptions you’ve forgotten about? A recent survey shows that people…

Time to Revise Your Will?
Estate Planning

Time to Revise Your Will?

Martin Shenkman, CPA, JD | October 18, 2023

Will your will actually do what you want it to do? You might never know—but your heirs could pay the…

Medicare Advantage Ads May Be Misleading
Medical Expenses

Medicare Advantage Ads May Be Misleading

David Lipschutz, JD | October 7, 2023

A new way to get more from ­Medicare for less…zero premiums…free dental. If you are 65 or older, you’re probably…

Social Security Can Ask for Money Back From You
Personal Finances

Social Security Can Ask for Money Back From You

Laurence J. Kotlikoff, PhD | September 14, 2023

Your elderly mother receives a notice in the mail from the Social Security Administration (SSA). It claims that she has…

Medigap: What You Need to Know
Medical Expenses

Medigap: What You Need to Know

Lauren Bigham Steele | September 4, 2023

Medigap is an unfamiliar and confusing topic for many of us who are approaching retirement age—but the Medigap decisions we…

Friendly Fraud?
Fraud

Friendly Fraud?

Kelli McCourt | August 2, 2023

Recently I noticed an unfamiliar charge on my Visa bill. I filed a dispute with the credit card company, got…

Time to Review Your Estate-Planning Tools
Estate Planning

Time to Review Your Estate-Planning Tools

Martin Shenkman, CPA, JD | July 24, 2023

Have your estate-planning tools turned against you? Can you trust your trusts to work as intended? Estate-planning decisions that made…

Save Big on Your Next Cruise
Money Savers

Save Big on Your Next Cruise

Donna Heiderstadt | July 23, 2023

Cruising is one of the most convenient ways to explore multiple destinations in a single week or enjoy a fun…

Paper Check Fraud Is On the Rise
Fraud

Paper Check Fraud Is On the Rise

Sarah Grano | July 22, 2023

Check fraud may seem like an outdated crime in today’s world of digital payments, but it’s surging, according to an…

Get the Most from Your Financial Adviser
Financial Advisers

Get the Most from Your Financial Adviser

July 5, 2023

Turbulent investment markets and soaring inflation are prompting more Americans to use financial advisers to navigate their increasingly complicated financial…

It Is So Easy to Be Scammed
Fraud

It Is So Easy to Be Scammed

Kelli McCourt | July 2, 2023

My phone dinged the other day, indicating that I had a new text message. It was my bank letting me…

Tear Down the Psychological Barriers Driving Your Financial Decisions
Personal Finances

Tear Down the Psychological Barriers Driving Your Financial Decisions

Sarah Newcomb, PhD | June 11, 2023

Smart people routinely make financial mistakes and poor decisions about money because they are swayed by powerful, underlying emotions that…

Ways to Keep Your Cash Safe
Personal Finances

Ways to Keep Your Cash Safe

Nicholas Bunio, CFP | June 4, 2023

The shocking failures of regional banks such as Silicon Valley Bank and First Republic this past spring may have brought…