Tag: Out Money
Retirement after the SECURE Act
Q: I own a small business and am considering offering a retirement plan to my employees. I understand there may be some new rules coming about...
Charitable contributions: What’s changed?
Q: I noticed in 2018, I wasn’t able to deduct my charitable contributions on my tax return. Can you please explain to me...
Income Investing? Think Dividends
Q: I’m looking to retire soon and am trying to decide how to produce income from my investments. Interest rates on bonds haven’t...
HSA. Que? Ins and outs of Health Savings Accounts
Q: Some of my coworkers put money into HSAs. I’m not sure if this is something I should consider. Can you please tell me...
Factoring in Social Security
Q: I’m just now beginning to think about planning for retirement, and I don’t recall receiving any statements recently from Social Security about...
Student loan debt 101
Q: I’m a gay man in my mid-20’s just finishing graduate school. I have some fairly significant student loans, which I will need to...
Things to know about the new tax laws
Q: I know it’s late in tax season, but I’m just getting around to it. Were there any major changes to the tax law...
The skinny on long-term care insurance
Q: My spouse and I are in our early 60s, without children, and are concerned about the risk of needing care in the future....
How to reduce the chance of identity theft
Q: A friend of ours had his identity stolen when he clicked on a link in an email he thought was from his bank,...
Making your holidays fun — and affordable
Q: It seems that the holidays sneak up on me every year and I find myself struggling to afford gifts and visits with family...
How to improve your credit score
Q: I’m a gay man in my 40s and I have struggled with credit card debt for years. Now that I’m making a decent...
Buying life insurance: What kind and how much?
Q: My spouse and I are debating whether we have enough life insurance and also what type we should consider getting if we need...
Fund fees: going, going, gone?
Q: I understand that the mutual funds in my 401(k) plan charge me fees. But it’s not clear to me how much or what...
Understanding and improving your credit score
Q: My spouse and I are considering buying our first home and we understand that our credit history and credit score can factor into...
Generating retirement income with ladders and barbells
Q: I have most of my money invested in bonds now that I’m retired, and I’m living off the interest they produce. But I’m...
Checklist for retirement
Q: I’m considering retirement in the next year or two. I think I’ve saved enough money, but I’m not sure how to think about...
Think you can time the market? Think again
Q: When the stock market crashed back in 2008-2009, I sold everything and went to cash. And now all these years later I’ve missed...
Inflation on the rise? Consider TIPS
Q: I’ve been reading a lot about potential inflation concerns and also about something called “TIPS” as an investment idea for this. Can you...
Does the new tax bill affect 529 Plans?
Q: I have contributed to a 529 Plan to help pay for the costs of college for my child. Did the new tax law...
What to do after a strong 2017? Rebalance
Q: My 401(k) investments have done very well in the past several years. But I’m worried if the stock market goes down, I would...
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