Q&A: Creating a will

Dear Liz: I’m a 58-year-old man. I want to make a will just in case something happens to me. I have about $500,000 in stock and cash. I have a life partner and her son. I would like to split my assets between her and my sister. Any suggestions on how to go about this? […]

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Q&A: Social Security

Dear Liz: My husband decided we should take Social Security before age 65. I worked intermittently until 67. I do not get half of his Social Security as do many women who never worked. Can you explain why? Answer: The reason is probably because your own benefit is greater than what you would get as […]

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Monday’s need-to-know money news

Today’s top story: Tax credits that can save you a lot of cash. Also in the news: How to make your kids smarter about money, why we overspend with our credit cards, and how to get through the most awkward money conversations. 5 Tax Credits That Can Save You a Boatload of Cash Don’t miss […]

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Friday’s need-to-know money news

Today’s top story: What new grads wish their parents had told them about money. Also in the news: How to maximize your savings, what to know before starting a small business, and how free trials can end up costing you big bucks. 5 Things New Grads Wish Their Parents Had Taught Them About Money It’s […]

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Thursday’s need-to-know money news

Today’s top story: Habits that can help build your credit. Also in the news: Protecting your data from cyber crooks, the important steps of financial planning, and who’s digging through your credit report? 3 Smart Habits That Can Help Build Your Credit Habits you should pick up. Protect Your Data From Cyber Crooks Tips on […]

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Wednesday’s need-to-know money news

Today’s top story: Tips on improving your credit score by Labor Day. Also in the news: How to get credit bureaus to remove errors from your credit report, the money moves college graduates should make, and how to decide between a credit card or a personal loan. How to Improve Your Credit Score By Labor […]

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Q&A: Breaking even with Social Security

Dear Liz: This is in regard to the reader who created a spreadsheet that he thought showed the advantage of taking Social Security early. I retired at age 62 and am now 69 and have not yet started drawing my benefits. I have never done a spreadsheet to determine the relative advantage in waiting to […]

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Q&A: Lost tax payment

Dear Liz: I just received a letter from the IRS informing me that I missed a quarterly tax payment last September with several resulting penalties. I made that payment with a check from a securities trust account that I don’t closely monitor, so I didn’t realize the check hadn’t been cashed. The check was placed […]

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Friday’s need-to-know money news

8.6.13.Checkup

Today’s top story: It’s time for your midyear financial checkup! Also in the news: Credit card vows for newlyweds, how your credit score could affect your auto insurance rates, and the surprising affects of credit card debt. A Guide to Your Mid-Year Financial Checkup How’s your year going so far? 6 Credit Card Vows Every […]

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Thursday’s need-to-know money news

Today’s top story: Money moves that could kill your retirement. Also in the news: How to stress test your budget, how to build long-term wealth while renting, and how to prepare your parents for financing their long-term care. 9 Money Moves That Could Kill Your Retirement Avoid these at all costs. Stress-Test Your Budget with […]

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