Today’s top story: How being behind on your taxes could affect your travel plans. Also in the news: How to determine who you can claim as a dependent, financial steps to take when you’re on your own, and how to avoid costly credit card traps. Haven’t Paid Your Taxes? You May Need to Cancel Your […]
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Monday’s need-to-know money news
Today’s top story: Smart ways to use credit cards over the holidays. Also in the news: Personal finance tips people wish they’d know when they were younger, how to survive Black Friday, and steps you should take before the next financial crash. 5 Smart Ways to Use Credit Cards During the Holidays Protecting your money […]
Q&A: Cashing mature savings bonds
Dear Liz: I have savings bonds that have achieved full face value. What should I do? Keep them indefinitely or cash them in to fund my Roth account or what? Am I correct that once they have matured, there’s no more money to be made off them? Answer: You are correct. Once savings bonds have […]
Q&A: Social Security survivor’s benefits
Dear Liz: I am 64 and have been divorced over 22 years. My former husband passed away two years ago at the age of 62. Our marriage lasted more than 10 years and neither of us remarried. I went to the local Social Security office after he passed away, but the official there said I […]
Q&A: Calculating capital gains and losses
Dear Liz: With my father’s recent passing, I received a substantial inheritance, much of it in the form of stocks and mutual funds. If I sell these assets, do I calculate the capital gains and losses based on the date I took possession of the assets? Or do I use their value on the date […]
Friday’s need-to-know money news
Today’s top story: Debunking retirement money myths. Also in the news: How to get zen about your finances, how to pick the best target date fund, amd what stock market volatility means for your student loans. 5 retirement money myths debunked Retirement mythbusting! 4 Zen Concepts That Will Improve Your Finances Self-awareness is key. 10 […]