Search Content

Showing 20 Results:



Three Reasons to Switch to Your Own Social Security Nov. 25, 2015

Social Security and You

Q: I am about to turn 70, and I'm still working. When I was 66, I filed for widow's benefits on my h... Read More

'Man Hunt, Woman Tend Cave' Nov. 23, 2015

Dear Doug

Q: The way men approach the rush, rush, rush of the holiday gift-giving season often frustrates wive... Read More

Is Your Career Your Life? Nov. 19, 2015

At Work

Q: I have been married for 30 years to the same man. He recently retired from the informational tech... Read More

Money for College? Nov. 18, 2015

Taking Stock

Dear Mr. Berko: Our 20-year-old son will finish high school this December when he completes his onli... Read More

Will Debt Derail Your Retirement? Oct. 07, 2015

Ask Carrie

Dear Readers: Fall is in the air and that means three important things: summer vacation is over, the... Read More

Budget Birthdays! Oct. 05, 2015

Dear Doug

Q: I'm having my 72nd birthday next month and would like to invite a few friends to join me for my c... Read More

Extra Income Sep. 30, 2015

Taking Stock

Dear Mr. Berko: My husband and I are in our 70s, and we both retired several years ago from the real... Read More

Will Debt Derail Your Retirement? Sep. 30, 2015

Ask Carrie

Dear Carrie: I'm retiring. My wife retires in four years. We don't plan to pay off our "good" home ... Read More

Retirement Cash Reserves: What About a HELOC? Sep. 09, 2015

Ask Carrie

Dear Carrie: Everyone advises the newly retired person to keep a cash reserve on hand for emergenci... Read More

Portfolio Blues: Should I Stay in the Market or Get Out While I'm Ahead? Jul. 22, 2015

Ask Carrie

Dear Readers: When the stock market plummeted in 2008, I got a lot of questions about the wisdom of... Read More

4 Percent Portfolio Income Jul. 15, 2015

Taking Stock

Dear Mr. Berko: My 67-year-old father will retire late this year and need at least $24,000 annually ... Read More

Retirement Conundrum: Spend Now or Save for Later? Jun. 24, 2015

Ask Carrie

Dear Carrie: A friend recently told me that her financial adviser suggests using age 95 as a life e... Read More

Retirement Income Jun. 17, 2015

Taking Stock

Dear Mr. Berko: I'm 69, and my wife is 77. We have no debts and no children. When we married 51 year... Read More

Need to Adjust Your Financial Attitude? Start Here -- Now! May. 27, 2015

Ask Carrie

Dear Carrie: I'm 28 and trying to be smart about my money. My problem is that as soon as I pay down... Read More

Universal Savings Accounts Help People Help Themselves May. 14, 2015

Veronique de Rugy

Republican presidential contenders have staked out different positions on tax reform. Sens. Rand Pau... Read More

How Much Should You Be Saving? May. 06, 2015

Ask Carrie

Dear Carrie: I am turning 30 and know that I need to get serious about saving. How much should I be... Read More

Mr. Will Rogers Goes to Washington Apr. 10, 2015

Veronique de Rugy

The cowboy philosopher Will Rogers once said, "If you find yourself in a hole, stop digging." Unfort... Read More

Required Minimum Distributions: What Are the Dates and Deadlines? Mar. 25, 2015

Ask Carrie

Dear Carrie: I am turning 70 in a few months and know I'll be forced to withdraw money from my reti... Read More

If You Have a 401(k), Do You Need an IRA, Too? Mar. 04, 2015

Ask Carrie

Dear Carrie: I already have a 401(k). Does it make sense to open an individual retirement account, ... Read More

Learn How to Start Investing With These 5 Simple Steps Feb. 04, 2015

Ask Carrie

Dear Carrie: I am in my late 20s with a good job and can finally save some money. I know that I sho... Read More