There are about a billion reasons for close to a million people to pay special attention to this tax column, even though Tax Day, April 15, has come and gone.... more
Since it's April (Financial Literacy Month), we need to talk about raising "public awareness about the importance of financial literacy." I'm borrowing that phrase from the Jump$tart Coalition for Per... more
The IRS estimates that 146 million individual tax returns would be filed for tax year 2023 (tinyurl.com/4acck2ja), and as of March 15, more than 71.5 million individual income tax returns had been fil... more
Have you seen TV or direct mail ads for reverse mortgages? I'm going to guess that you have, especially recently, since the volume of mail ads has increased dramatically over the last few years.... more
I recently received a call from a reader with an interesting dilemma. "Meryl's" husband was about to retire. The couple had used a few traditional stockbrokers whom they enjoyed working with over the ... more
Do you suffer fear of missing out, or FOMO? Are you preoccupied with the thought that you should have purchased a stock before a massive gain? Stocks like Super Micro Computer and Carvana (both up abo... more
What investor doesn't like to test his or her knowledge? Here's a chance to do that with an online test put together by the U.S. Securities and Exchange Commission.... more
The 2023 tax filing season is now in full swing. The IRS recently released a few tips to make the filing season easier for the 146 million individuals who are expected to file returns(tinyurl.com/4acc... more
If you aren’t contributing to an IRA every year because of limited financial resources, you owe it to yourself to see if you qualify for the Saver’s Credit (“Retirement Savings Contributions Credit” -... more
If you are a high-net-worth individual, contributing to an IRA may not even cross your mind, but, I encourage you to do so, no matter your age. The same advice holds true for low earners who may not r... more
The benefits of starting children on the path to financial literacy are undeniable. Last week, we talked about the value of mentors and role models in a family environment that included investing in s... more