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Close to Retirement? Don't Miss These Dates and Deadlines! Jan. 21, 2015
Please note: This article may contain outdated information about RMDs and retirement accounts due to... Read More
What's in Store for 2015: Important IRS, Social Security and Medicare Updates Jan. 14, 2015
Dear Readers: A new year often means new goals, new opportunities and new commitments. When it comes... Read More
Retirement Planning Dec. 03, 2014
Dear Mr. Berko: I'm 44. My wife and I have no savings and $11,200 in two individual retirement accou... Read More
Should You Be Debt-Free Before You Retire? Nov. 19, 2014
Dear Carrie: I hope to retire in about five years and am working on reducing my overall debt, inclu... Read More
Is Maxing Out Your 401(k) Enough? Nov. 05, 2014
Dear Carrie: I'm turning 40 this year and finally ready to start saving for retirement. If I contri... Read More
13 Ghastly Money Mistakes That Could Come Back to Haunt You Oct. 22, 2014
Dear Readers: The money decisions you make today can lead to either a secure or a scary financial f... Read More
Planning Retirement Without Social Security Sep. 10, 2014
Dear Mr. Berko: Several weeks ago, your email advice to our 32-year-old college-educated son about S... Read More
Too Far in Debt Aug. 13, 2014
Dear Mr. Berko: I am 43 and worked 16 years for the same company. I lost my job in January 2010 beca... Read More
Blue vs. Blue Does Not Equal Red Aug. 05, 2014
They are all Democrats, blue and blue. But like Republicans, they have opposing visions duking it ou... Read More
Portfolio Income During Retirement Jul. 30, 2014
Dear Mr. Berko: In my individual retirement account, I have 180 shares of Pfizer and 95 shares of Wa... Read More
Looking Financially Forward! Jun. 30, 2014
Q: Living in our retirement community, we, along with several of our peers, are faced with financial... Read More
The Rest of Your Life Depends on Wise Decisions About Retirement Jun. 26, 2014
Everyone asks me, at age 71, "Are you ready to retire?" And for the first time I am giving the idea ... Read More
Tips To Age in Place Jun. 21, 2014
As the baby boomer generation continues to age, changes in interior design and real estate are also ... Read More
Helping a Friend in Mourning Jun. 16, 2014
Q: Seven years ago, I was widowed. My wife and I had 38 wonderful years together. Last month my life... Read More
Qualified for the FBI and Oakland Disability May. 29, 2014
How is it possible that the FBI agent who shot and killed an associate of a suspected Boston Maratho... Read More
The Meaning of Lila
May. 28, 2014
When to Let Things Go May. 19, 2014
Q: My wife and I are in our 70s and find ourselves dealing with what we feel is a complicated and st... Read More
Should the New myRA Account Be Your IRA Account? May. 14, 2014
Dear Carrie: My son, who is in his late 20s, has a job with a small company that doesn't offer a re... Read More
Social Security Basics -- 5 Things to Think About Before You Apply Apr. 30, 2014
Dear Carrie: Several of my friends and I (all in our early 60s) are understandably thinking about S... Read More
Nest Heads
Apr. 29, 2014
