It started with a COVID shot. We knew my uncle John (not his real name) was getting one and that reactions to the shot...
In the world of retirement savings, it’s easy to get confused because there are so many types of plans, many identified with weird names...
Since it was introduced in the early 1980’s, the employer-sponsored 401(k) plan has become one of the most common ways to save for retirement....
It’s the end of an era, at least for Baby Boomers. Some have already retired; many more can see the finish line of their...
For those of us who’ve lived a while, we remember the “little black book”—the place where you kept important contact information before the technology...
It’s bad enough to get scammed. But being forced to pay taxes on what you were scammed out of just compounds the hurt. This...
The Health Savings Account has been a wonderful addition to the financial landscape of people who are eligible for one. They’re often thought of...
A really long time ago… in a galaxy far, far away… I worked for a building contractor. That experience taught me that every successful...
Student loan debt has become one of the largest classes of consumer debt in the country. In fact, it affects as many as 43 million...
529 Education Savings Accounts are named after the section of the IRS code that outlines the rules of the plan. When it began in...