Tuesday’s need-to-know money news

Today’s top story: What’s love got to do with a Roth IRA? Also in the news: Are you ready for a joint bank account, why America needs black-owned banks, and 3 health insurance tax benefits you can get in 2017. What’s Love Got to Do With a Roth IRA? Saving for the golden years. Two […]

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Monday’s need-to-know money news

Today’s top story: NerdWallet’s best bank accounts and credit unions of 2017. Also in the news: Tips for investing in your 30s, using apps to save money without thinking, and the five biggest tax breaks for the self-employed. NerdWallet’s Best Bank Accounts and Credit Unions of 2017 Where you should do business. 5 Tips for […]

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It’s OK to spend money on yourself – really

People who spend too much outnumber, by far, those who spend too little. But the methods that therapists and financial planners use to help “underspenders” can guide the rest of us about when it’s OK to splurge and when we should resist. Chronic underspenders can be so terrified about running out of money that they […]

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Q&A: How to track down an old retirement account

Dear Liz: I worked for a company during the late 1990s. When I left, I had a 401(k) worth approximately $10,000. I recently found an old 401(k) statement and called the plan administrator. I was told my company’s accounts had been transferred to another plan administrator in 2008. I called the new administrator and was […]

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Q&A: Discontinuing automatic payments after death

Dear Liz: I use auto-pay for bills in both my business and my personal life. What can we, as consumers, do to protect ourselves and our estates from companies taking advantage of the auto-pay when we die? Do our heirs have to cancel right away? They will have so many other things to deal with […]

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Friday’s need-to-know money news

Today’s top story: Creating a budget isn’t as scary as it sounds. Also in the news: How filing separately could give some couples a lower tax bill, the history of the credit card, and how to protect your family business during a divorce. Creating a Budget Isn’t as Scary as It Sounds Taking the first […]

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Thursday’s need-to-know money news

Today’s top story: 6 myths about IRAs you can’t afford to believe. Also in the news: New loan modifications from Fannie and Freddie, tax refund loans, and what the Consumer Financial Protection Bureau offers consumers. 6 Myths About IRAs You Can’t Afford to Believe IRA mythbusting. New Loan Modification From Fannie, Freddie: What to Know […]

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Wednesday’s need-to-know money news

Today’s top story: What to do when you haven’t received your W-2s. Also in the news: When you should use your emergency fund, how overborrowing can add over $100 a month to your student loan payment, and how a millennial couple paid off $20,000 in debt in two years. Haven’t Gotten Your W-2? Take These […]

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Book Giveaway: Make Your Kid a Money Genius (Even If You’re Not) by Beth Kobliner

I’m giving away a copy of Beth Kobliner’s Make Your Kid a Money Genius (Even If You’re Not). Beth’s excellent new book gives you proven strategies to make your kid smarter than you are about money–and it’s never too early to start, since even preschoolers can understand the basics. To enter to win, leave a […]

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Tuesday’s need-to-know money news

Today’s top story: A financial advisor’s tips for starting an emergency fund. Also in the news: How small homes can offer big returns, why partner’s wealth is very important to only 5% of OKCupid users, and how to raise financially savvy kids. Emergency Funds: A Financial Advisor’s Tips for Getting Started Start your fund today. […]

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