Get updates from Don Taylor, Ph.D., CFA, CFP
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Dealing With Social Security Benefits
Published August 02, 2011
There's no increase in Social Security survivors benefits based on a deferral of earnings.
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Do You Have to Pay Taxes on I Bonds?
Published July 29, 2011
If you hold I bonds to maturity, you also have to pay taxes on the interest over 30 years.
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TIps to Pay off Student Loans
Published July 28, 2011
You can pay off a student loan with a college savings plan, but it may be a taxing matter.
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Where to Invest
Published July 27, 2011
In weighing a pile of investment possibilities, FDIC protection should be a key factor.
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Staking Claim to Spouse's Social Security
Published July 26, 2011
You are entitled to a share of your spouse's benefits, but the amount depends on your age.
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Should You Ladder Bonds?
Published July 20, 2011
Don't ladder I bonds. One of its yield components doesn't change like a CD's.
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Take out TSP Loan to Buy a New Car?
Published July 13, 2011
Pump up your retirement account while paying in interest on a loan from your Thrift Savings Plan.
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Tips to Dealing With Savings Bonds
Published July 12, 2011
Savings bonds stop paying interest at maturity, but the owner still must pay income taxes.
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Tips for Switching Mortgage Lenders
Published July 07, 2011
Stuck with a new mortgage servicer? Get used to it if you can't pay off your home loan.
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Dual Reverse Mortgages a Bad Strategy
Published July 06, 2011
A reverse mortgage is just one option open to seniors needing extra cash in retirement.
