The biggest reason you shouldn’t retire at the same time as your spouse
Togetherness isn't all that it's cracked up to be—but probably not for the reason you think
December 6, 2019
Recent Articles in
Money
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Scams
This simple phone scam is stealing thousands from older Americans
Use these tips to protect yourself and your loved ones
December 5, 2019
Scams
Gift card scams are getting more inventive — here’s how to protect yourself this holiday season
Thieves can siphon away a gift card's balance before you even buy it. Here's what to look for.
December 4, 2019
Estate Planning
More parents are leaving unequal inheritances to their adult kids
How to divide your assets without dividing your family.
December 3, 2019
Gifting
This is the ‘right’ amount to spend on holiday gifts, according to an economist
Spending too much can put you in financial distress. Spending too little may make you look cheap.
December 3, 2019
Gifting
The right way to help your grandkids with college
The wrong way could inadvertently hurt your grandchild's prospects.
December 2, 2019
Social Security
Divorce, ex-spousal benefits and when to delay Social Security
Phil Moeller answers questions about deferring Social Security.
November 25, 2019
Scams
That ‘Secret Sister’ gift exchange on Facebook is a scam
Here's what you need to know about the viral scheme.
November 22, 2019
Social Security
If you’re receiving Social Security and still working, a recent Executive Order could help
A little-noticed provision could help Social Security and HSAs work together.
November 21, 2019
Taxes
7 steps you must take before December 31 to lower your 2019 tax bill
To save money on Tax Day in April, take these steps now.
November 20, 2019
Scams
9 ways to reduce robocalls and prevent being scammed
Spam calls are at an all-time high, but there are ways to combat them.
November 20, 2019
Deals
6 surprising sales to shop on Black Friday
Unexpected items you can find on sale this holiday season.
November 20, 2019
Retirement
The thing about retirement that people don’t want to admit
Retirement activity isn’t a one-size-fits-all plan.
November 18, 2019
By 2022, only these states will tax your Social Security [Updated]
If you live in one of these unlucky states, Uncle Sam's got his eye on you
November 18, 2019
How I quit worrying if I could afford to retire — and just did it
Want to quit the rat race but not sure you've got enough bucks? Here's how to make it work
November 16, 2019
Retirement
Nearing retirement and still paying off student loans?
Because debt consumes a lot of mental energy, prioritizing self-care is more important than ever.
November 15, 2019
Scams
Watch out for the Costco scam going around on social media
Be wary, Costco lovers.
November 14, 2019
Retirement
From Amazon to Yahoo: What 20 major websites looked like in 1999
Some of the websites we use today are the same ones we visited long ago, but the look of those sites has changed dramatically.
November 13, 2019
Real Estate
5 questions to ask yourself before buying a vacation home
Owning a second home isn’t an option reserved only for the uber-wealthy.
November 12, 2019