Columns

How Should I Spend My Severance Check?

Dave Says: The current economic landscape can be tough to navigate. Pile on health and family problems, it can seem downright impossible. But it's important to keep make the right decisions to avoid a long-term financial disaster.   

How to Choose a Trustee

Dave Says: Once you decide on a trustee, you must remember to clearly and specifically state what you want done with the money. Don’t say to invest the money appropriately, because what a banker views as an appropriate investment and what I view as an appropriate invest are usually very different. 

What Can't My Family Cut From the Budget?

Dave Says: There are always the shiny things people can do without. But on a a regular, day-to-day basis, there is one activity that is the biggest and best thing you can amputate from a budget.

Five Tax Tips for Non Filers

If you haven’t filed taxes for several years, you might be looking over your shoulder to see if Uncle Sam has finally caught up to you. But relax, it’s not the end of the world—you can take steps to rectify the situation.

Oops! I Forgot to File for Social Security

The general rule that applies to anyone filing for benefits is that there is no retroactivity if an individual files for Social Security before reaching 'full retirement age.'  

Boomers' Guide to Medicare's Open Enrollment Season

The open enrollment period for Medicare comes early this year, Oct. 15-Dec. 7, and now’s the time for beneficiaries to review their current plans and decide whether they need to make any plan changes and alter prescription coverage.