Equifax Owed You $125 – Here’s the Fine Print that Let Them Off the Hook
This detail made the Equifax settlement too good to be true. Read more »
A Financial Checklist for Recent Widows
For families in grief, it is my hope this checklist will make your day just a little bit easier. Read more »
A 2019 Guide to Social Security Planning
Tips for Social Security planning in 2019, with claiming age, spousal and ex-spousal benefits, survivor benefits, working in retirement, tax planning, and more! Read more »
Parents Can Protect Access to College Records with These Forms
Every college kid should sign these 3 forms before leaving home. Read more »
The Best Ways to Save for College (By Age)
Essential college funding strategies for parents of children at every age. Read more »
Stock Market Worries are Overblown. Worry About Longevity Instead!
The biggest threat to our retirement is health care costs. Read more »
It’s Not Too Late: Tips for Retirement Planning in Your 50s and 60s
You have 10-20 years to turn this around. You can do it. Read more »
The Story of Rip Van Winkle (Reimagined)
If you fell asleep and woke up 10 years later, what would your portfolio look like? Read more »
5 Ways to Immediately Boost Your Retirement Savings
These 5 tiny changes can have a BIG impact on your retirement account. Read more »
10 Things You Can Do Right Now to Get Your Financial House in Order
Ten must-know personal finance tips to save, invest, and avoid financial sabotage. Read more »