By Richard Eisenberg, Next Avenue Managing Editor getty Philip Moeller, author of the helpful new book “Get What’s Yours for Health Care,” says you need to be your own advocate to save on health care expenses. “If people act like sheep, they’re going to get fleeced,” he told me. In the new episode of the
Retirement
A 401(K) rollover doesn’t have to stressfull. Here are ten 401(k) Rollover mistakes you need to … [+] avoid. getty Mistakes when rolling over your old 401(k) can be quite costly and annoying. Sadly, these mistakes are also quite common. On a happier note, these 401(k) rollover mistakes are easy to avoid. First off, not
Interest Payable from an old bond from 1937. getty Investors are trying to navigate through a treacherous strait in the market, with bonds generating near-zero income yields on one side and stocks with increasing volatility on the other side. With good reasons to assume that the Federal Reserve will continue to buy Treasury bonds at
The SEC should be looking at how state pensions have allowed hedge funds and other alternative … [+] investment managers to gamble state pension assets in secrecy. © 2020 Bloomberg Finance LP The nation has been captivated by revelations of millions of amateur traders collectively through social media and online trading platforms taking on Wall
By Kerry Hannon, Next Avenue getty Six months after Tamara Schumer, of Fairfax, Va., opened her home-based window-treatment business in 2016, it took off. “I was fortunate,” says Schumer, owner of Budget Blinds of Arlington & Alexandria. “But it was very stressful trying to handle customer service, scheduling, follow-up, orders, sales — all of that
Members of the Ohio Retired Teachers Association are hoping a forensic investigation of the State … [+] Teachers Retirement System by an independent expert will provide assurance that the pension system is being managed properly and that the investments are being reported accurately. getty After a 3-month campaign of collecting donations from retired and active
You’ve won the lottery, and it was a “B”iggie, as in “B”illions of dollars. Now what? The holders of two tickets faced that question last week. On Jan. 22, in Michigan, a Mega Millions ticket hit the jackpot at $1.05 billion. Two days earlier, on Jan. 20, in Maryland, a winning Powerball ticket rang up
With all the drama of the year-end relief bill, many missed the fact that it is part of a large budget law containing a number of tax changes. The Taxpayer Certainty and Disaster Tax Relief Act of 2020 (TCDTRA) is a component of the consolidated appropriations law, and it includes some long-awaited modifications and clarifications.
Economic Security Planning, Inc. Today’s column addresses questions about spousal benefit rates after taking early retirement benefits, when the Windfall Elimination Provision (WEP) reductions are applied and potential filing options after a divorce. Larry Kotlikoff is a Professor of Economics at Boston University and the founder and president of Economic Security Planning, Inc, which markets
getty Are you a parent or grandparent who wants to make a financial gift to a minor child? Do you want to help fund a child’s education but aren’t sure if that’s the path they’ll take? Do you want to give your children a financial head start in life so that one day they can