Personal Finances

Strategic Money Moves for a Tough 2023
Personal Finances

Strategic Money Moves for a Tough 2023

December 15, 2022

There are tough times ahead, as investors and consumers head into decades-high inflation, fast-­rising interest rates and an economy teetering…

Learn From the Money Experts’ Mistakes
Personal Finances

Learn From the Money Experts’ Mistakes

December 4, 2022

With a bear market and an economy teetering on recession, any money missteps you make now tend to be amplified.…

Medicare Advantage Plans are Denying Payments
Money Savers

Medicare Advantage Plans are Denying Payments

Caitlin Donovan | November 22, 2022

Many seniors opt for private Medicare Advantage plans instead of traditional fee-for-service Medicare so they can access a broader array…

When the Bear Bites Your 529
Personal Finances

When the Bear Bites Your 529

Mark Kantrowitz | November 20, 2022

The bear market has been especially painful for parents of college students or children about to attend college. Their “529”…

Dealing with Post-Pandemic Financial Upheaval
Personal Finances

Dealing with Post-Pandemic Financial Upheaval

Alex Melkumian, PsyD, LMFT | November 1, 2022

The pandemic’s daunting psychological challenges are largely behind us. Now it’s time to deal with the financial challenges. These are…

401(k) Prediction
Personal Finances

401(k) Prediction

Christine Benz | October 20, 2022

Too rattled to look at your 401(k) statements in recent months? At the very least, peek at a new feature…

Beware: 6 Common Health Coverage Misconceptions
Money Savers

Beware: 6 Common Health Coverage Misconceptions

Maura Carley, MPH, CIC | October 18, 2022

How well do you understand your health coverage? In the world of health insurance and, to a lesser extent, Medicare,…

Medicare Advantage vs. Medigap
Medical Expenses

Medicare Advantage vs. Medigap

Danielle K. Roberts | October 7, 2022

Should you sign up for a Medigap plan, a Medicare Advantage plan or neither when you become eligible at age…

Analysts Worth Listening To
Personal Finances

Analysts Worth Listening To

Uri Gruenbaum | October 6, 2022

Wall Street analysts wield enormous influence on investors even though most have only mediocre track records—in fact, more than half…

Problem With Gift Cards
Money Savers

Problem With Gift Cards

Kelli McCourt | October 2, 2022

Who doesn’t love a gift card? Certainly  I do. In fact, for one of my favorite retailers, I have accumulated…

Stop Paying Annoying Bank Fees
Banking

Stop Paying Annoying Bank Fees

Ken Tumin | September 21, 2022

Banking fees are frustrating…and often unfair. Here’s how to determine your financial institution’s potential charges…and avoid paying them. Request disclosure.…

Strategies to Simplify Your Money… and Your Life
Personal Finances

Strategies to Simplify Your Money… and Your Life

September 15, 2022

When we look to improve or alter our financial lives, we instinctively add stuff. The result? An unwieldy mess of…

What to Do If Your Pension Plan “De-Risks”
Personal Finances

What to Do If Your Pension Plan “De-Risks”

Dana Anspach, CFP | August 21, 2022

If you have a defined-benefit pension from your employer, you could face a common scenario—your company may decide to offload…

RMDs in Today’s Bear Market
Personal Finances

RMDs in Today’s Bear Market

Ed Slott, CPA | August 6, 2022

The bear market is a double dose of bad news for many retirees. Not only has the value of their…

Is the 60-40 Portfolio Dead?
Personal Finances

Is the 60-40 Portfolio Dead?

August 3, 2022

For decades, an allocation of 60% stocks and 40% bonds was a winning strategy that provided strong annual returns with…