Financial Planning
Social Security Q&A: Am I Entitled to a Survivor Benefit if I’m Still Working?
Social Security may be your largest or one of your largest assets. How you manage it, by deciding which benefits to collect and when, can make an absolutely huge difference to your lifetime benefits. And those with the highest past covered earnings have the most to gain from maximizing their Social Security
How Can I Find Out If I Qualify for Discounted Health Insurance?
I’ve heard about premium tax credits, subsidies and other ways the Affordable Care Act is supposed to make health insurance more attainable, but I don’t know how to take advantage of these things. How can I find out if I qualify for this assistance without having to sign up ?
Keep The Money In The Family: Refinance A Student Loan With A Wealthy Relative
After earning his M. B. A. from the City University of New York’s Baruch College in 2009, Mehta was left with $60,000 in student loans. As an Indian national (his U.S. permanent–residency green card is in the works) he wasn’t eligible for federal loans, so these were all private student loans with rates varying from 4% to 11%. Mehta’s wife, Sheetal Chavan, carried even pricier debt: She had a $20,000 loan with a 14% interest rate from Bangalore-based Canara Bank Canara Bank.
Social Security Q&A: When Will I Qualify for Survivor’s Benefits and What Effect Will Working Have?
Social Security may be your largest or one of your largest assets. How you manage it, by deciding which benefits to collect and when, can make an absolutely huge difference to your lifetime benefits. And those with the highest past covered earnings have the most to gain from maximizing their Social Security.
Planning Your Long-Term Care Strategy? 5 Things Every Woman Should Know
When we think about retirement, we tend to accentuate the positives: growing old in our own home, visiting the grandkids—finally traveling the world.
Is It A Good Idea For Teens To Open A Roth IRA?
One of the biggest concerns I hear from my clients is how to prepare for their kids’ financial futures.
Most of the time, it’s in the context of college savings or estate planning, but I do occasionally have clients who are looking far into the future and are concerned not only about their own retirement—but also their children’s.
Four Reasons to Not Invest in Your 401(k)
A rule of thumb that savers are often advised to adhere to is that it is important to maximize contributions to workplace retirement plan before considering investing elsewhere.
Homes More Affordable – For How Long?
Squared Away examines the upside of the recent housing market collapse: a steep decline in median house prices makes housing more affordable for many families.
Four Rules For Managing Your Aging Parents' Money
A first look at four new and free Consumer Financial Protection Board publications to help educate caregivers on best practices for managing an aging relative’s finances.
The Smart Way To Handle Family Fights About Aging Parents
Forbes contributor Carolyn Rosenblatt provides a brief introduction to elder care mediation and how it can effectively diffuse family conflicts over aging parents.
