Dear Liz: I receive Social Security. My recently divorced girlfriend receives Social Security from her ex-husband who is still living. If we were to get married, would either of us lose part or all of our Social Security benefits? It seems like a simple, straightforward question, but every Social Security representative I speak with by phone […]
Recent Blog Posts
Q&A: How a fee-only financial planner differs from a fee-based one
Dear Liz: What is the difference between a fee-based financial planner and a fee-only financial planner? I have had a few complimentary meetings with a fee-based financial planner regarding retirement planning and income-generating strategy. I am 61 and currently have $325,000 in a traditional IRA and a 401(k) from a former employer, with 70% of both […]
Friday’s need-to-know money news
Today’s top story: How to leave Crypto to a loved one. Also in the news: Black Friday return policies, the October jobs report gives tired travelers a glimmer of hope, and the unexpected way bad credit messes with your life. How to Leave Crypto to a Loved One If you don’t make a plan for […]
Thursday’s need-to-know money news
Today’s top story: When a will won’t work. Also in the news: 6 gift categories unaffected by supply chain delays, 3 ways to tap the unexpected equity in your leased car, and alternatives to backdoor Roths. When a Will Won’t Work Consider the limitations of a will when making arrangements for your final wishes. 6 […]
Wednesday’s need-to-know money news
Today’s top story: How to prepare for holiday crowds and chaos at airports. Also in the news: 9 ways to travel more safely, what you need to know about Medigap Plan N, and how to squeeze another 20K miles out of your current car. How to Prepare for Holiday Crowds and Chaos at Airports Get […]
Tuesday’s need-to-know money news
Today’s top story: Don’t let Black Friday debt trigger post-holiday blues. Also in the news: Things to do by year-end for your investments, November mortgage rates continue to rise, and how to shop now and get Black Friday prices later. Don’t Let Black Friday Debt Trigger Post-Holiday Blues Prioritize needs, budget your spending, then make […]