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Women and Social Security -- Common Misunderstandings Jan. 10, 2024
Whether you're a man or woman, Social Security rules can sometimes be confusing and hard to understa... Read More
Turning Full Retirement Age in 2024? Consider Filing for Benefits This Month Jan. 03, 2024
I write a column similar to this one every January. But I don't mind plagiarizing myself because it ... Read More
Social Security Update for 2024 Dec. 27, 2023
It has been my custom for most of the past 27 years to write a year-end column that summarizes the S... Read More
Medicare and the 'Temporarily Rich' Dec. 20, 2023
Before I write today's column, there are two important and seemingly unrelated observations I must m... Read More
A Great Christmas Gift Idea Dec. 13, 2023
Want a great Christmas gift idea? How about giving yourself and your friends the best book about Soc... Read More
Will the Christmas Spirit Rub off on Disability Haters? Dec. 06, 2023
I was struck by something I heard the other day on a radio show. The host of the program was making ... Read More
What's That Check For? Nov. 15, 2023
A couple weeks ago, a one-time check for $90 from the Social Security Administration showed up in my... Read More
'60 Minutes' and Social Security Overpayments Nov. 08, 2023
The CBS news program "60 Minutes" ran a story this past Sunday that was critical of the Social Secur... Read More
Tips on Filing for Social Security Benefits Nov. 01, 2023
There probably is nothing I'm asked more often than some version of this question: "When should I ta... Read More
The Windfall Elimination Provision Sep. 27, 2023
A few weeks ago, I wrote a column about something called the "government pension offset." It is a la... Read More
A Savvy Shopper's Secrets for Buying in Bulk: How to Tell a Bum Deal from a Real Steal Apr. 17, 2023
Buying in bulk is an article of faith in these cost-conscious times, and judging by the boom in disc... Read More
How to Have More Money Apr. 04, 2023
You need more money, and you need it now. What are your choices? You have two: You can increase your... Read More
Why You Need an Emergency Fund and How to Get One Mar. 07, 2023
Four weeks before Christmas, Mitch and Jenn had a string of bad luck. Mitch broke his leg in a skiin... Read More
Biden's ESG Investment Rules Threaten Your Retirement Savings Jan. 17, 2023
President Joe Biden's Labor Department recently announced a new rule that will permit money managers... Read More
$20 Omelet Jan. 06, 2023
I paid $20 for a ham and Swiss cheese omelet this morning. The omelet came with fried potatoes, two ... Read More
The Real Cost of Dipping Into a Retirement Account Aug. 29, 2022
More people are taking loans from their retirement accounts (401(k), 403(b), etc.) than ever, simply... Read More
A Simple 3-Step Budget That Can Change Your Life Aug. 08, 2022
Budgets are like training wheels: They help you get moving and offer you confidence as you learn how... Read More
When It Feels Like 10% Jul. 07, 2022
The latest inflation figures for May were better than some expected, with a rate of only 6.3%. Coul... Read More
My Vacation Was Awesome but Expensive! Jun. 06, 2022
DR. WALLACE: I am 24 years old and recently spent money that I have been saving for a long time on a... Read More
How to Replace Lost US Savings Bonds and Other Highly Useful Tips and Tricks Mar. 30, 2022
You know those U.S. Savings Bonds, the ones you gave your kids but now cannot be found? Today I have... Read More
