A generation ago, most families didn’t think about financial fraud. Today, it can come in many forms – over the phone, through the mail and increasingly, online. It’s an equal […]
Category: Business
Posted inBusiness, News
Social Security Strategies for Spouses: Do You Know Your Options?
Dear Carrie: My wife and I are both turning 66, and I understand that this is “full retirement age” according to the Social Security Administration. Should we both file on […]
Posted inBusiness, News
What Is a Living Trust? Do You Need One?
Dear Carrie: Everyone I know seems to be setting up a living trust, even my friends who aren’t that wealthy. My husband and I have wills, but that’s it. How […]
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Retirement Cash Reserves: What About a HELOC?
Dear Carrie: Everyone advises the newly retired person to keep a cash reserve on hand for emergencies. Makes sense! I have a home equity line of credit, which I have […]
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Filing for Ex-Spousal Social Security Benefits
Dear Carrie: I’m turning 65 in a few months and getting close to retiring. My ex is also turning 65, and as far as I know, he’s still working. I […]
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Can You Spend Money on Fun Without Feeling Guilty?
Dear Carrie: I’m feeling a little overwhelmed by all the things I need to save for. From retirement and emergency funds to my son’s college account and home repairs — […]
Posted inBusiness, News
This Is What Marriage Equality Looks Like — For Your Finances
Dear Readers: When it comes to money, marriage changes things — a lot. From owning property to retirement planning to estate planning to filing taxes, the rules are different — […]
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Should You Care About Rising Interest Rates?
Dear Carrie: It seems pretty clear that after many years of below-normal levels, interest rates are about to start climbing. What does this mean for my investments and for my […]
Posted inBusiness, News
10 Reasons Why You Might Be Financially Stressed
Stress can come from everywhere – career, school, family, relationships, health – and especially money. The American Psychological Association (APA) recently reported that money remains the number one stressor for […]
Posted inBusiness, News
Portfolio Blues: Should I Stay in the Market or Get Out While I’m Ahead?
Dear Readers: When the stock market plummeted in 2008, I got a lot of questions about the wisdom of investing in stocks. Now that the market has had a pretty […]