Get smart with your money
Amtrak’s “buy one, get one” spring sale got me started. My teenage daughter and I had used a similar two-for-one deal last year to take an overnight train trip from Los Angeles to Portland, Oregon. This year, she wanted to use her spring break to check out colleges in Chicago as well as the Pacific […]
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Today’s top story: 9 money resolutions and tips for 2020 from our experts. Also in the news: How one woman paid off nearly $125,000 of debt in nine years, how to pay off Parent PLUS loans faster, and why the IRS wants you to do your taxes early. 9 Money Resolutions (and Tips) for 2020 […]
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Today’s top story: Is chasing the highest savings rate worth it? In other news: A new tax form that may help simplify things for seniors, a new episode of the SmartMoney podcast, and 5 things you’ll wish you knew before you retired. Is Chasing the Highest Savings Rate Worth It? Breaking down the pros and […]
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Dear Liz: In a recent column, you mentioned that after age 70½, one can donate up to $100,000 to a charity directly from an IRA. Can one still take that as a charitable donation on income tax forms? If I have a required minimum distribution of $10,000, but make a $10,000 donation to a charity, […]
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Dear Liz: At the moment I contribute to a 403(b) retirement plan at work. I have another 403(b) with a former employer, but haven’t contributed to it since I changed jobs several years ago. Should I contribute to both rather than just one? Also, my current employer offers a deferred compensation plan, but they don’t […]
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Dear Liz: My wife and I are having a disagreement regarding documentation for our disaster recovery kit. She wants to put in hard copies of drivers’ licenses, credit cards, financial records, including bank and equity accounts. I think that all we need are account numbers, because the financial institutions will hold actual documentation in safer […]
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Today’s top story: How much you need to save every month to earn $60,000 a year in interest alone for retirement. Also in the news: 9 credit cards that provide travel insurance, how to turn your home into a moneymaker, and the easiest way to shop at warehouse clubs without a membership. How much you […]
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Today’s top story: Recession fears and how to combat them in 2020. Also in the news: What to do if you’ve inherited a Roth IRA, which airline has the most valuable rewards, and get ready to file your 2019 taxes with this checklist. Recession Fears and How to Combat Them in 2020 Managing an increased […]
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In a previous column, I detailed retirees’ biggest lifestyle regrets, such as not traveling more before their health gave out and not communicating clearly with a partner about what they hoped retirement would be like. Now we’ll cover the money moves retirees wish they hadn’t made. The big ones, of course, are starting to save […]
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Today’s top story: Mastering the awkward financial talk. Also in the news: Co-signing a student loan with bad credit, younger consumers getting a credit boost from their elders, and one in five fear they’ll owe the IRS money this spring. Mastering the Awkward Financial Talk Tackling tough topics with ease. Can I Co-Sign a Student […]
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