Don Taylor, Ph.D., CFA, CFP Archive
Published August 02, 2011
There's no increase in Social Security survivors benefits based on a deferral of earnings.
Published July 29, 2011
If you hold I bonds to maturity, you also have to pay taxes on the interest over 30 years.
Published July 28, 2011
You can pay off a student loan with a college savings plan, but it may be a taxing matter.
Published July 27, 2011
In weighing a pile of investment possibilities, FDIC protection should be a key factor.
Published July 26, 2011
You are entitled to a share of your spouse's benefits, but the amount depends on your age.
Published July 20, 2011
Don't ladder I bonds. One of its yield components doesn't change like a CD's.
Published July 13, 2011
Pump up your retirement account while paying in interest on a loan from your Thrift Savings Plan.
Published July 12, 2011
Savings bonds stop paying interest at maturity, but the owner still must pay income taxes.
Published July 07, 2011
Stuck with a new mortgage servicer? Get used to it if you can't pay off your home loan.
Published July 06, 2011
A reverse mortgage is just one option open to seniors needing extra cash in retirement.