Money mistakes even smart people make

Certified financial planner Jill Schlesinger has seen smart people make some pretty spectacular money mistakes. One client who repeatedly refused to buy disability insurance later developed multiple sclerosis. A doctor she knew put off writing a will and left behind a six-figure tax bill. A technology company engineer balked at her suggestion to sell some […]

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Tuesday’s need-to-know money news

Today’s top story: 5 things you don’t have to pay a tax preparer to do. Also in the news: AmEx Gold’s inconsistent dining rewards are frustrating foodies, what you need to know about surging savings account rates, and what you need to know about “free” credit scores. 5 Things You Don’t Have to Pay a […]

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Monday’s need-to-know money news

Today’s top story: 3 reasons to choose a college based on price. Also in the news: 3 times you can pay taxes with plastic and come out ahead, 7 tax changes investors should watch for when they file, and why you should check your hospital bill against your explanation of benefits. 3 Reasons to Choose […]

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Q&A: Separated spouse is entitled to survivor benefits

Dear Liz: I am a 57-year-old disabled woman whose only income is $500 a month in Supplemental Security Income. I was legally separated from my husband when he died at age 59. Can I collect Social Security from his account? Answer: Most likely, yes. To generate a survivor’s benefit, your husband would have had to […]

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Q&A: When is it time to take the money and run to a new investment advisor?

Dear Liz: My wife and I are in our early 30s. She has a stock portfolio that has positions in 20 blue chip stocks purchased primarily in the last 20 years. It was set up by her family and managed by a family friend at a large brokerage. Recently, the family friend retired and transitioned […]

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Friday’s need-to-know money news

Today’s top story: Should you move abroad for health care? Also in the news: What to do if you still haven’t received your tax documents, things to consider before opening another credit card, and why you should save 4% of your new home’s cost for repairs. Should You Move Abroad for Health Care? The cost […]

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Thursday’s need-to-know money news

Today’s top story: This tax status could give single parents a break. Also in the news: What to buy (and skip) in March, how to find out the status of your state refund, and how much 8 emergencies may cost you. This Tax Status Could Give Single Parents a Break Filing as head of household. […]

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Wednesday’s need-to-know money news

Today’s top story: What to do if you haven’t received your tax documents yet. Also in the news: Don’t let the great recession haunt your investing dreams, managing your money when your life brings change, and how to fix these IRA mistakes by April 15th. Haven’t Got Your Tax Documents Yet? Here’s What to Do […]

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Tuesday’s need-to-know money news

Today’s top story: How to resist online ads and keep your money. Also in the news: Avoiding a common student loan scam, a NerdWallet special report on home buyers, and why you should schedule an extra student loan payment on the day the interest is lowest. How to Resist Online Ads and Keep Your Money […]

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Should you move abroad for health care?

The notion that health care outside the U.S. could be good as well as cheap is a foreign one to many Americans. Kathleen Peddicord frequently hears from such skeptics as founder of Live and Invest Overseas, a site for people curious about living abroad. Actual expats like her, however, tell of good-quality care at a […]

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