latestSeptember 24, 2021

Retirement Numbers Can Add Up to More Than Hopes and Miracles

Sometimes it’s nice to do something on the spur of the moment and leave structure and planning behind. Spontaneity is a good trait to have in your life -- but not when it comes to funding your retirem... more

August 13, 2021

Couples Can ‘Reframe’ To Share Retirement Financial Knowledge

In last week’s column, “‘Sudden’ Situation Can Put Retirement Finances At Risk,” I promised to offer advice to couples where one spouse was not able to take charge of retirement investing if need be, ... more

August 06, 2021

‘Sudden’ Situation Can Put Retirement Finances At Risk

What happens when you suddenly find yourself in charge of your retirement finances without the benefit of having much experience on the subject matter?... more

July 23, 2021

Gateway to Financial Fraud: Protect Your SS Number

Beyond the headlines about Social Security cost-of-living adjustments and changes in leadership, there is an ongoing need to warn anyone with a Social Security number to be alert to identify theft. St... more

June 25, 2021

Survey Shows Continued Growth in Retirement Accounts

Not that I would want you to keep up with “the Joneses,” but are you saving for retirement? Don’t be left out. Retirement savings is in full swing right now.... more

June 18, 2021

New Resource Aimed At Detecting Financial Abuse of Seniors

Seniors will want to know about a resource that regulators published June 15, 2021, to help train financial firms to implement the Senior Safe Act. The regulators involved in the project are the Finan... more

June 11, 2021

Isolation a Key Part of Scamming Older People

I sometimes wonder about the need to name a “day” to draw attention to a cause. However, in this case, the cause is one that needs attention: protecting older Americans from abuse. June 15 is World El... more

May 14, 2021

New Retirement Legislation Has Plenty of Positives

I’m always in favor of encouraging saving for retirement, and one avenue for accomplishing that goal is back on the legislative agenda.... more

April 23, 2021

Decision-making in Retirement

How do you make decisions? Tools can be very helpful for simple situations -- and potentially less useful for more complex cases when more data has to be considered, as in the case of someone transiti... more

April 09, 2021

Study Offers Insight Into the Need for Retirement Planning

As a proponent of financial literacy, I am always interested in how people are doing when it comes to saving and investing for retirement.... more

February 12, 2021

Addressing Finances With Your Parents

A reader expressed concern about her parents, who have not shared information about their financial affairs with any of their children. She and her two brothers don’t even know if their parents have w... more

January 15, 2021

Return of RMDs Brings Questions

A number of readers of this column have questions about required minimum distributions (RMDs). As a reminder, RMDs are withdrawals from tax-deferred retirement accounts such as traditional IRAs. They ... more

January 08, 2021

RMDs Are Back!

Now that it’s 2021, required minimum distributions (RMDs) are back.... more

December 18, 2020

RMDs: What’s Behind the Numbers?

This follows my column from last week about required minimum distributions (RMDs) returning in 2021 after a waiver in 2020.... more

December 11, 2020

Reminder, No RMDs for 2020

If it weren’t the year 2020, right around now, I would be cautioning IRA owners over 70 1/2 to make sure they withdrew their required minimum distributions (RMDs) from their individual retirement acco... more

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