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How Much Do I Need to Retire?

How much money would you need to never have to work again? Helping people like you answer that question is what I spent most of my time figuring out for clients as a financial advisor. With company pensions going the way of the dodo bird and...

Help! I'm Running Out of Money

What do you do when you’re already retired and your savings are dwindling? —Gerri, McKinney, TX You can take some comfort in the fact that you are not alone. Many retirees, and those saving for retirement, suffered a huge blow when the economy...

Explore the Muni-verse

You’ve probably heard of the phrase “tax-free municipal bonds” and wondered what they are, and whether they have a place in your financial plans. If you are tax-sensitive (i.e. looking to keep taxes low), and seeking to preserve assets while...

Can I Lose My 401(k)?

"If I leave my job to freelance or take another job, what should I do with my retirement account? I won't lose the money, will I?" - Jennifer, Brooklyn, NY Before you leave, it’s important to understand the (potentially negative) impact on your...

Plan to Retire Someday? You’ll Want One of These

If “retirement account” translates to you as “no comprendo,” you’re in distinguished company. Celebrated writer E.B. White famously wrote a scathing essay assailing the government for making even basic tax forms impossible to figure out. The...

4 Questions for Your 401k

Ok, you’ve got a 401(k) set up. Needless to say, your plan is only as good as what you do with it. Ideally, you’re contributing the maximum your budget will allow (or at least getting the employer match, if there is one). But you should also pick...

Home Office? Check. Deduct it? Hmmmm....

Business owners love to find ways to lower their taxes. But the IRS has lots of finicky rules for home office deductions that make it less appealing than it might seem at first glance. But all that is about to change. The IRS has announced a new...

Talking Net Future Value with Mom

Armed with a B.A. in math and physics back in 1965, my mom had her heart set on motherhood.  Fifteen years later, when she got divorced (I was three), she modeled for me what it took to go from being a woman afraid of finding her way in the...

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