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Investing in Tax Liens Nov. 19, 2014

Taking Stock

Dear Mr. Berko: What are tax liens? A local businessman offers a course for $2,700 that supposedly w... Read More

Is Health Care REIT a Good Bet? Nov. 19, 2014

Taking Stock

Dear Mr. Berko: My broker of 11 years moved to another firm in another city, and I don't know what t... Read More

What's the Best College Saving Strategy When You Have Young Kids? Nov. 12, 2014

Ask Carrie

Dear Carrie: Help. I have three young children — ages 2, 5 and 10 — and haven't started... Read More

Safe or Aggressive? Nov. 12, 2014

Taking Stock

Dear Mr. Berko: I'm 63, and my wife is 61. We have $94,000 cash in my individual retirement account ... Read More

IBM Is Stuck Nov. 12, 2014

Taking Stock

Dear Mr. Berko: Please tell me what you think about buying 100 shares of IBM. Our dentist (also a fr... Read More

Aqua America Nov. 05, 2014

Taking Stock

Dear Mr. Berko: We have $38,000 in cash that we'd like to invest. We are 73 and 80, and a broker we'... Read More

Twitter Heads Oct. 29, 2014

Taking Stock

Dear Mr. Berko: I am 65 and will probably have to work for at least 10 more years in order to have e... Read More

13 Ghastly Money Mistakes That Could Come Back to Haunt You Oct. 22, 2014

Ask Carrie

Dear Readers: The money decisions you make today can lead to either a secure or a scary financial f... Read More

Don't Sell Oct. 22, 2014

Taking Stock

Dear Mr. Berko: I'm 47, and my $313,000 portfolio has been 85 percent invested in Standard & Poor's ... Read More

Keep Wal-Mart Stock? Oct. 22, 2014

Taking Stock

Dear Mr. Berko: I invested $10,000 and bought 130 shares of Wal-Mart at $74 two years ago on a recom... Read More

From Printing to the Future Oct. 15, 2014

Taking Stock

Dear Mr. Berko: In January 2013, I had a $2,050 cash balance in my individual retirement account fro... Read More

Seadrill Oct. 08, 2014

Taking Stock

Dear Mr. Berko: Like many retirees, we need to increase our income, which for years came from 4 and ... Read More

Globus Medical Oct. 08, 2014

Taking Stock

Dear Mr. Berko: My wife, who has had a bad back for 12 years, finally had back surgery. The doctor, ... Read More

Inflation and Interest Rates Sep. 17, 2014

Taking Stock

Dear Mr. Berko: In early March 2012, I asked you about a maturing $30,000 certificate of deposit in ... Read More

Planning Retirement Without Social Security Sep. 10, 2014

Taking Stock

Dear Mr. Berko: Several weeks ago, your email advice to our 32-year-old college-educated son about S... Read More

Merck and Zogenix Aug. 20, 2014

Taking Stock

Dear Mr. Berko: My broker wants me to sell my 600 shares of Merck because he believes that the compa... Read More

Taxes and the Internet Aug. 20, 2014

Taking Stock

Dear Mr. Berko: I have a carefully selected growth portfolio, about 16 percent of which is invested ... Read More

BlackRock and W.P. Carey Aug. 13, 2014

Taking Stock

Dear Mr. Berko: I have been reading your column for over 20 years and often wonder why you never men... Read More

Stepfather's Mortgage Aug. 10, 2014

House Calls

Dear Edith: My stepfather took out a reverse mortgage loan last year for $130,000. His home is proba... Read More

Portfolio Income During Retirement Jul. 30, 2014

Taking Stock

Dear Mr. Berko: In my individual retirement account, I have 180 shares of Pfizer and 95 shares of Wa... Read More