Dear Liz: I am a freelancer. I don’t consider myself a small-business owner, just someone who gets the work done on time and gets paid. I max out my IRA every year, but would like to save more in a tax-advantaged account. I checked out SEP and SIMPLE IRAs, but they don’t have a Roth […]
Recent Blog Posts
Q&A: Creating a will
Dear Liz: I’m a 58-year-old man. I want to make a will just in case something happens to me. I have about $500,000 in stock and cash. I have a life partner and her son. I would like to split my assets between her and my sister. Any suggestions on how to go about this? […]
Q&A: Social Security
Dear Liz: My husband decided we should take Social Security before age 65. I worked intermittently until 67. I do not get half of his Social Security as do many women who never worked. Can you explain why? Answer: The reason is probably because your own benefit is greater than what you would get as […]
Monday’s need-to-know money news
Today’s top story: Tax credits that can save you a lot of cash. Also in the news: How to make your kids smarter about money, why we overspend with our credit cards, and how to get through the most awkward money conversations. 5 Tax Credits That Can Save You a Boatload of Cash Don’t miss […]
Friday’s need-to-know money news
Today’s top story: What new grads wish their parents had told them about money. Also in the news: How to maximize your savings, what to know before starting a small business, and how free trials can end up costing you big bucks. 5 Things New Grads Wish Their Parents Had Taught Them About Money It’s […]
Thursday’s need-to-know money news
Today’s top story: Habits that can help build your credit. Also in the news: Protecting your data from cyber crooks, the important steps of financial planning, and who’s digging through your credit report? 3 Smart Habits That Can Help Build Your Credit Habits you should pick up. Protect Your Data From Cyber Crooks Tips on […]