Dear Liz: My son recently died. His girlfriend, who lived with him, said he told he would take care of her for the rest of her life. There’s nothing in writing that says this. She has his debit card and is using it. I am not sure, but I thought if a family member dies, […]
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Q&A: CPA vs. financial planner
Dear Liz: I read your recent response to the lottery winner. You made some really good comments and suggestions. However, you suggested that the person seek out a trustworthy, fee-only financial planner. I am a certified public accountant. As you know, CPAs have historically been one of if not the most trusted advisors. I do […]
Friday’s need-to-know money news
Today’s top story: Controlling your finances by ignoring short-term frenzies. Also in the news: A new definition of affordable auto insurance, how military members can save money while moving, and how to estimate the value of your travel rewards. Control Your Finances by Ignoring the Short-Term Frenzy Resist being reactionary. What’s ‘Affordable’ Auto Insurance? Now […]
Thursday’s need-to-know money news
Today’s top story: What your high schooler needs to know about credit cards. Also in the news: Saying goodbye to foreign transaction fees, the new calling limits facing debt collectors, and how letting your adult child stay home could benefit you financially. Credit Card Basics for High School Students What your high schooler needs to […]
Wednesday’s need-to-know money news
Today’s top story: When to expect a fed rate hike. Also in the news: The hazards of long-distance home shopping, what being a landlord means for your taxes, and why back-to-school shopping doesn’t have to be a budget-buster. Fed Rate Hike Likely Later Rather Than Sooner, Experts Say When you can expect a jump. The […]
Tuesday’s need-to-know money news
Today’s top story; How a Trump win could impact college students. Also in the news: Tips on caring for aging parents, what you need to know about online lending services, and financial apps that will save you money this summer. 4 Ways a Trump Win Could Impact College Students Looking ahead to a possible Trump […]