Reboot your retirement
(MoneyWatch) December marked the fifth anniversary of the beginning of the recession and for many Am...
(MoneyWatch) December marked the fifth anniversary of the beginning of the recession and for many Am...
"I don't know anything about my finances," said a 76-year-old man in a recent email. It's not that h...
(MoneyWatch) Years ago, a colleague of mine showed me a study which found that cognitive ability can...
(MoneyWatch) Estate attorneys rejoiced when Congress agreed to a deal to address the so-called "fisc...
(MoneyWatch) My 75-year old father recently told me, "You can't imagine how many of my friends help ...
News Analysis (MoneyWatch) As debt ceiling rhetoric heats up and lawmakers get set to address entitl...
(MoneyWatch) When you think about it, New Year's financial resolutions may be easier to keep than lo...
It's that time of year and in addition to giving thanks for the big stuff - health, loving mate, won...
(MoneyWatch) The generation gap is alive and well, especially when it comes to finances. Fidelity In...
A former client once argued with me about his "retirement number." He couldn't believe that he neede...
Happy "National Save for Retirement Week"! Retirement has become such a hot issue, that the Senate p...
(MoneyWatch) The Social Security Act (H.R. 7260, Public Law No. 271, 74th Congress) became law 77 ye...
(MoneyWatch) Who among us has not made a costly financial blunder? Come on; admit it -- we all make ...
(MoneyWatch) What's better: a CFP or a CPA-PFS? What's the difference between a fee-based financial ...
(MoneyWatch) After two articles on annuities ("The ABCs of annuities: 6 questions to ask" and "The p...
(MoneyWatch) In honor of the 77th anniversary of Social Security this month, I recently covered the ...
(MoneyWatch) One of the many provisions of the July 2010 Dodd-Frank Wall Street Reform and Consumer ...
After covering the basics of annuities, it's time to address specifically the pros and cons of these...
(MoneyWatch) Guaranteed income for life, especially in the aftermath of a deep recession and financi...
(MoneyWatch) I have been fielding a lot of questions lately about purchasing individual stocks in re...
(MoneyWatch) The European Union is once again on the brink of economic collapse; global economic gro...
(MoneyWatch) Dale wrote in about an interesting tax situation that can arise during retirement. Whil...
(MoneyWatch) Is the real estate market a good investment for retirement? I haven't fielded that ques...
(MoneyWatch) Another day, another day of losses for Facebook's (FB) stock. The stock is now down ove...
(MoneyWatch) I recently received the following reader e-mail: "Why are you a 'Negative Nelly'? Your ...
(MoneyWatch) The state of retirement savings in America is in big trouble. According to Fidelity Inv...
(MoneyWatch) "Do I still need this whole life insurance policy?" asked a 65-year-old, who was trying...
(MoneyWatch) "Why do I need to save? I'll just tap the equity in my house when I retire," said a for...
(MoneyWatch) The Social Security Trustees' annual report on the state of the government retirement a...
"I don't know what I would do if I didn't work," said my 72-year-old family member recently. She is ...