Don Taylor, Ph.D., CFA, CFP Archive
Published September 15, 2011
If CDs or an annuity are your choices, answering these two questions can help you decide.
Published September 13, 2011
While a Roth account can work for college savings, a 529 plan has tax and other advantages.
Published September 09, 2011
You could devote extra cash to the mortgage, but look at boosting retirement savings, too.
Published September 08, 2011
Sure, you might save a fraction of a percent, but you have to start the loan process over.
Published August 30, 2011
If you worked in the U.S. but live in Canada, you and your spouse can draw Social Security.
Published August 22, 2011
What you do with your 401(k) depends on your need for income and your goals in retirement.
Published August 19, 2011
At retirement age, a spouse must choose between spousal benefits or his or her own benefit.
Published August 11, 2011
Worrying about boosting a FICO score above 780 is a waste of time, says Dr. Don Taylor.
Published August 08, 2011
Like a free credit report, you can check at no charge on what life insurance is in your name.
Published August 05, 2011
Make sure you read the fine print on how a bank can raise its fees before investing.