Dear Liz: My husband and I own all our assets as joint tenants. Because we have no children, we did not want to rush into making a will. But for the past few years, my husband’s older sister has been pressuring him to write a will benefiting her 60-year-old daughter. His sister has gone so […]
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Q&A: You need a planner for personalized advice
Dear Liz: I have five questions. I have enclosed five sheets of paper with each question printed at the top. Please feel free to simply write your advice on each page, and then insert them into the addressed and stamped envelope I have enclosed. This is my attempt to make it easy for you to […]
Friday’s need-to-know money news
Today’s top story: Latino Credit Unions: Why They Matter, Where to Find One. Also in the news: When an airport lounge day pass is worth the splurge, helping your parents based on need instead of guilt, and why your money advisor should be a Fiduciary. Latino Credit Unions: Why They Matter, Where to Find One […]
Thursday’s need-to-know money news
Today’s top story: The IRS isn’t having any of these reasons not to pay taxes. Also in the news: What to buy (and skip) in April, how to shop for used clothes – and why you should, and 4 ways to use your health savings accounts to boost your bottom line. The IRS Isn’t Having […]
Wednesday’s need-to-know money news
Today’s top story: Don’t let technology bully you into tipping. Also in the news: 4 things that could make you the target of an audit, how lending a hand by co-signing a loan can backfire, and 7 smart ways to spend a $1,000 tax refund. Don’t Let Technology Bully You Into Tipping You decide how […]
Tuesday’s need-to-know money news
Today’s top story: How grads can get another shot at student loan forgiveness. Also in the news: Spring cleaning your credit cards, how to sidestep 3 unethical financial advisor tactics, and how to handle loaning money to your parents. How Grads Can Get Another Shot at Student Loan Forgiveness This could be your last chance. […]