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Can We Claim Social Security Benefits Retroactively?
Russell Settle on September 3, 2020
A couple were unaware of their right to a bigger benefit. Can they ask for a do-over?
Warren Buffett’s Investment Advice: 7 Top Pieces of Wisdom
Bankrate.com on August 31, 2020
Focus on implementing Buffett’s principles and you too could become wealthy or increase your net worth substantially.
How to Avoid the Most Common Investing Errors
Stacy Johnson CPA on August 28, 2020
In this week’s podcast: investment traps that are easy — and expensive — to fall into.
4 Common Retirement Blunders in a Downturn
Marilyn Lewis on August 27, 2020
Turbulence and confusion can stir up emotions these days, making good decisions more challenging.
9 Tips to Ensure You’ll Have Enough to Retire
MTN Staff on August 26, 2020
Planning for retirement is a daunting job. But following these basic rules can dramatically increase your odds of building a nest egg that will last.
8 Ways to Protect Your Retirement Savings During the Pandemic
Miranda Marquit on August 24, 2020
Be fierce in guarding your retirement savings. Years from now you’ll be thankful you did.
The No. 1 Thing Retirees Want to Ask Financial Advisers
Chris Kissell on August 15, 2020
Here are five things retirees say they want from a financial professional.
5 Signs It’s Time to Fire Your Financial Adviser
Lucy Lazarony on August 10, 2020
Mind these red flags — or risk losing thousands of dollars worth of your hard-earned savings.
Where Stocks and Real Estate Go From Here
Stacy Johnson CPA on August 7, 2020
In this week’s podcast: While nobody knows for sure what will happen to housing and stock prices next, here’s our best guess.
The Golden Rules of Retiring Rich
Stacy Johnson CPA on May 14, 2021
In this week’s podcast: You don’t need a big income to achieve financial freedom. But you will need to follow these steps.
6 Ways to Improve Your Finances From Home Today
Miranda Marquit on April 27, 2021
Take these actions to better manage your money during the pandemic.
11 Essential Money Moves to Make in Your 60s — and Beyond
Marilyn Lewis on July 30, 2020
In retirement, you’ll need to safeguard your nest egg while growing it enough to beat inflation. Here’s how to do both.
The 3 Best-Rated Retirement Plan Providers in 2020
Karla Bowsher on June 23, 2020
Employees give these companies high marks for customer satisfaction.
How Slashing My Lunch Costs Saves Me $200,000
Angela Colley on June 23, 2020
Only a fool — and a very rich one at that — would waste $200,000 on lunch, right? Wrong.
An Easy Way to Track Your Spending and Build Your Savings
Emmet Pierce on June 20, 2020
Here’s a proven method for gaining full control over your finances — and thus feeling better about your life.
Which Is the Better Investment: Stocks or Real Estate?
Stacy Johnson CPA on June 19, 2020
In this week’s podcast: What I’ve learned investing in stocks and real estate for 40 years.
Can My Wife Claim Social Security Spousal Benefits When I Retire?
Russell Settle on June 4, 2020
This week’s question underscores how asking for a little help can put more money in your pocket.
Am I Eligible for a Health Savings Account?
Stacy Johnson CPA on March 29, 2021
HSAs are awesome. But there’s one rather large group of people who don’t get to take advantage of them.
Does It Really Matter When I Claim Social Security Benefits?
Russell Settle on May 22, 2020
Some people say it doesn’t matter at what age you decide to claim. They are wrong.
What the Coronavirus Can Teach Us About Building an Emergency Fund
Stacy Johnson CPA on April 27, 2021
Find your emergency fund is too skinny? Here’s how to stretch those dollars and fatten it up.
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