Is anyone else drowning in paperwork? I try to “prevent, prune and process,” but paper has a way of multiplying on its own. Here’s my game plan for reducing paper clutter: Prevent. I’ve signed up for the Direct Marketing Association’s opt out list to reduce junk mail and I use Catalog Choice to cut down […]
Recent Blog Posts
Thursday’s need-to-know money news
Today’s top story: How a secret email address could protect you from identity theft. Also in the news: How to beat the banks, how to raise money-savvy kids, and 21 great personal finance tips. The Simple Email Trick That Could Protect Your Identity The benefits of a secret email address. Where the Banks Earn, You […]
Wednesday’s need-to-know money news
Today’s top story: How to boost your emergency fund. Also in the news: What you need to worry about for retirement besides money, why you should worry about medical identity theft, and deciding when it’s time to dump your credit card. 11 Ways to Boost Your Emergency Fund How to prepare for unexpected expenses. 5 […]
Tuesday’s need-to-know money news
Today’s top story: Tax breaks for retirement savers. Also in the news: Surprising tax complaints, how to find cheap airfare, and becoming comfortable with investing using a mock portfolio. 10 tax breaks for retirement savers How to minimize the taxes on your savings. The Most Surprising Tax Complaint in America No, it’s not slow refunds. […]
Monday’s need-to-know money news
Today’s top story: How Generation X should plan for retirement. Also in the news: Factors that affect your Social Security benefits, five things that can ruin your tax refund, and important financial steps widows and widowers need to take. Retirement planning steps for Generation X Time’s running out. 3 Factors That Affect Your Social Security […]
Q&A: Keeping investments in one brokerage
Dear Liz: I recently retired at 56 and am receiving a pension. My wife is set to retire next year at 56 and will also receive a pension. I chose to leave my 401(k) in my employer’s plan but am planning to consolidate it with my wife’s 457 and four 403(b) accounts once she retires. […]