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An Annuity That's Too Good to Be True? Dec. 28, 2016

Taking Stock

Dear Mr. Berko: My wife and I are in our early 70s, are retired from good jobs and have no children.... Read More

Big Yields Oct. 05, 2016

Taking Stock

Dear Mr. Berko: I'm 77. I have an $86,000 certificate of deposit that came due, from which I need mo... Read More

GlaxoSmithKline and Johnson & Johnson May. 14, 2014

Taking Stock

Dear Mr. Berko: I'm 81 years old, and my wonderful wife of 58 years is 79. We have a solid portfolio... Read More

Retirement Funds Feb. 19, 2014

Taking Stock

Dear Mr. Berko: My 67-year-old husband will retire this summer with $430,000 in his company 401(k). ... Read More