• Skip to main content

Ask Liz Weston

Get smart with your money

  • About
  • Liz’s Books
  • Speaking
  • Disclosure
  • Contact

Recent Blog Posts

July 17, 2012 By Liz Weston

Get a second opinion before buying annuity

Dear Liz: Our advisor recommended that we convert our rollover IRA to an annuity. We are having difficulty researching this. Any suggestions? Answer: Unless your advisor is a complete numskull, he probably didn’t mean you should cash out your IRA to invest in an annuity. That would incur a big, unnecessary tax bill. The idea […]

July 9, 2012 By Liz Weston

Watch out for tax refund theft

Dear Liz: My cousin had his house broken into a little over a year ago. A lot of things were taken, but insurance replaced most of what he thought was missing. This year after he filed his return he was contacted by the IRS, which told him that a return using his information had already […]

July 9, 2012 By Liz Weston

Don’t pay grandson’s credit card bills

Dear Liz: I hope you can offer me some advice regarding a large credit card debt. My 28-year-old grandson is currently enrolled in college part-time and is employed. Over the last few years, he was not in school and unable to find work. He has, consequently, accumulated a total debt of $7,000 on his three […]

July 9, 2012 By Liz Weston

How to get an ex’s Social Security information

Dear Liz: I am 63 and divorced after being married over 10 years. I was told by our local Social Security office that I need my ex’s Social Security number in order to find out whether spousal benefits based on his record would be more than benefits based on my own record. I have his […]

July 2, 2012 By Liz Weston

There’s more than one way out of credit card debt

Dear Liz: In your book “Your Credit Score,” you note that one of the best ways to improve your credit score and lighten your credit card load is to get a personal loan with a credit union and pay it off in installments. I have two high-interest credit card balances that are hovering right near […]

July 2, 2012 By Liz Weston

Adjustable mortgage poses risks

Dear Liz: Should my retired wife (age 74) and I (age 78) refinance our home just to lower our monthly payment by $100? I’m considering going for a five-year fixed at 2.74% followed by a 25-year variable. Our outstanding loans amount to $200,000. The value of our home has decreased to $400,000. My wife is […]

  • « Go to Previous Page
  • Page 1
  • Interim pages omitted …
  • Page 768
  • Page 769
  • Page 770
  • Page 771
  • Page 772
  • Interim pages omitted …
  • Page 782
  • Go to Next Page »

Copyright © 2025 · Ask Liz Weston 2.0 On Genesis Framework · WordPress · Log in