Dear Liz: Your recent article about Social Security claiming strategies may contain some wrong information. You told the woman who is 64 and had a former spouse who died that she could take her own benefit now and then switch to her survivor benefits when reaching 66. I wanted my wife to do something like […]
Recent Blog Posts
Friday’s need-to-know money news
Today’s top story: The 13 key numbers to understanding your finances. Also in the news: How to save on taxes, what to do with an unexpected inheritance, and the financial lies we tell ourselves. These 13 Numbers Are the Keys to Understanding Your Finances Understanding your potential. Three Moves In December To Save Taxes Next […]
Thursday’s need-to-know money news
Today’s top story: An identity theft checklist for the holidays. Also in the news: How to save for retirement while paying off student loans, defending yourself against financial bullies, and 25 ways to improve your finances in 2016. Your Holiday Identity Theft Checklist Beware the identity theft Grinch. 5 Ways To Save For Retirement While […]
Five apps to organize your financial life
Earlier this year a tax pro mentioned the FileThis organizing app to me. Within seconds of installing it, I wondered, “Where has this been all my life?” I have tried an absurd number of software programs that promised to simplify, streamline and de-clutter our family’s financial life. Most fell short, offering too little benefit, steep […]
Wednesday’s need-to-know money news
Today’s top story: What you need to do now to optimize your taxes. Also in the news: The growing necessity of payment protection insurance, finance terms you’ll need to know for the future, and ten signs you’re not financially ready to buy a house. Everything You Should Do at the End of the Year to […]
Tuesday’s need-to-know money news
Today’s top story: The biggest income tax changes for 2016. Also in the news: What you wish you could tell your younger self about money, avoiding “skip a payment” holiday offers, and how to make a better money plan for the new year. 10 biggest income tax changes to plan for in 2016 Prepare yourself. […]