Dear Liz: I have for years insisted on being paperless, not only for credit card statements and utility bills but also for tax documents such as the 1099-INT and 1099-DIV. My problem is that I receive income from two lifetime annuities and those of course generate 1099-R forms each year, which are mailed to me. […]
Recent Blog Posts
Q&A: Sorting out trust confusion
Dear Liz: In a recent column you wrote of bypass trusts that “for many people this estate planning tool has outlived its usefulness.” In California, a trust avoids probate. Isn’t avoiding probate a reason to continue with a trust? Answer: What you’re referring to is a living trust — a revocable (which means changeable) trust […]
Friday’s need-to-know money news
Today’s top story: 5 things to ask before opening an account at a neobank. Also in the news: Don’t go broke attending weddings, the questions you’ll be asked when applying for a credit card, and 13 places you can legally stream TV for free. 5 Things to Ask Before Opening an Account at a Neobank […]
Thursday’s need-to-know money news
Today’s top story: 3 tasks for new retirees that will pay off later. Also in the news: Credit card interest vs. buy now, pay later, forget the fed, pay off your credit card debt, and cities where it’s cheaper to buy than rent. 3 Tasks for New Retirees That Will Pay Off Later Taking care […]
Wednesday’s need-to-know money news
Today’s top story: Why many new cars are cheaper than used. Also in the news: Do this if you’ve already refinanced your student loans, how to find a COVID test to return to the United States, and how the student loan pause has played out for borrowers. Why Many New Cars Are Cheaper Than Used […]
Tuesday’s need-to-know money news
Today’s top story: 3 ways to get money back when COVID ruins your vacation. Also in the news: 5 key numbers to know about savings accounts, a new episode of the SmartMoney podcast, and red flags to look out for from personal finance influencers. 3 Ways to Get Money Back When COVID Ruins Your Vacation […]