Columns

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.

For transitional boomers, those ages 55-65, retirement is just around the corner. Here's what they should be doing to protect or start saving for a nest egg.

From the greeters at the door to the music overhead, retailers work really hard to get shoppers to spend more than planned. 

Depending on what lawmakers decide, charitable giving could take a substantial hit next year.

Dave Says: Increasing donations during the holidays is common, but how do you know how much to give and to which charities?

Anyone over the age 70 will have a lot less jingle this time next year if they make a major- and common- mistake before the end of this year. 

Our friends across the pond are facing the same hard reality we are in the U.S.: We can't solely rely on the government or companies to fund our retirements.

Identity thieves tend to be people you least expect, and the damage they cause can take years to repair. 

Social Security has been a frequent topic of discussion recently with its future financial health in question and many future retirees are wondering if they can count on these benefits to help fund their retirement.

The job market is tough for all job seekers, but older workers can use the internet to their advantage when finding a job. Here's how.

Americans are stuck in a holding pattern when it comes to their financial planning because the fate of tax breaks remains unclear as lawmakers struggle to reach a deal on the fiscal cliff. But there are some steps boomers can take before ringing in the new year to protect and enhance their finances and taxes.

The Alternative Minimum Tax had good intentions when first created, but now it is more than 40 years old and the calls to change or eliminate it have been growing.

The IRS has issued several bulletins to help taxpayers overcome Sandy problems and ease the burden of rebuilding and making disaster-related filings.

In their last annual report to Congress, the Social Security Trustees laid out the 75-year financial outlook for the agency....and it didn't look good. But there is a simple way to fix the problem now and avoid any cliffs down the road. 

There are many changes coming this year that will impact a boomer's budget--here's how they can plan for them.

Every penny counts when you are living on a fixed-income in retirement. Here are five easy ways to shore up your budget without having to make significant lifestyle changes.

While investors may still be leery to hop back into the real estate market, housing starts, prices and confidence are on an upward trend and the tide may be turning this year to favor homesellers.  

Students and families taking advantage of a popular education breaks should take note of changing rules to study how to get the best return on their college investment.

Despite IRAs widespread acceptance and the fact that they have been around for 40 years, most of us are largely unaware of the most basic rules about what you can and cannot do with an IRA.

Dave Says: There's a fine line between helping out family members in need and enabling them.