Columns

The Best Way to Fund Going Back to School

Dave Says: Is it more important to pay into a 401(k) account for retirement or to pay down student loans? And if an adult is considering going back to school, what is the best way to fund tuition? 

The Best Way to Fund Going Back to School

Dave Says: Is it more important to pay into a 401(k) account for retirement or to pay down student loans? And if an adult is considering going back to school, what is the best way to fund tuition? 

Why You Shouldn't Dip Into Your 401(k)

Dave Says: Is it better to pay off all your student loans early by dipping into your retirement fund? And when is it time to use your emergency fund?

Why You Shouldn't Dip Into Your 401(k)

Dave Says: Is it better to pay off all your student loans early by dipping into your retirement fund? And when is it time to use your emergency fund?

Why You Shouldn't Dip Into Your 401(k)

Dave Says: Is it better to pay off all your student loans early by dipping into your retirement fund? And when is it time to use your emergency fund?

Do I Really Need Long-Term Care Insurance?

Dave Says: You can safely self-insure if you have the resources available to support your care in a nursing home or other facility for 25 years--but very few of us have that kind of money. And when should couples combine finances?

How to Be Tax Smart When Donating This Season

Several years ago the IRS clamped down on the requirements to take the deductions for charitable giving, so if you are making donations this year, follow these guidelines.

2012 vs. 1982: How Our Taxes Have Changed

With a new year right around the corner, it’s the perfect time to reflect back and compare how taxes are reported today with how they were filed 30 years ago in 1982.

Tips for Boomers About to Transition Into Retirement

The emotional aspect of leaving the workforce can be jarring and many new retirees have a tough time organizing, prioritizing and feeling productive with the new-found time. Here are some tips to smooth the transition. 

Shopping Tips for Boomers to Survive the Holidays

Baby boomers often find themselves combating a long gift list, but it’s important that we plan, prioritize and create and stick to a budget so we don’t end up carrying in debt into the new year. 

What Boomers Need to Know About Medicare Changes

The deadline for Medicare’s open enrollment is three weeks earlier this year that 2011, so boomers need to gather all the necessary information regarding changes and updates to care now to make the best decisions for the health and finances.