Investing/Securities
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Personal Finance
These 7 financial resolutions can boost your wealth for a lifetime
Every year at this time, the financial media is filled with lists of how to be a better investor. This…
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Personal Finance
Why focusing on short-term results can short-circuit your investments and financial advice
Now is when investors need to be especially vigilant to avoid recency bias, which occurs when we give greater weight…
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Personal Finance
Eliminating Social Security provisions that reduce benefits for some state and local workers is not the way to help retirees
President-elect Biden proposes to eliminate the Windfall Elimination Provision (WEP) and the Government Pension Offet (GPO). These provisions reduce Social…
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Personal Finance
Gift annuities help charities and give you tax breaks and annual return
The holiday season is upon us, though COVID-19 will dim the lights: Macy’s M, +3.69% world-famous Thanksgiving Day parade proceeded…
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Personal Finance
Will COVID-19 impact when Social Security will run out of money?
The pandemic will not be as devastating for Social Security’s long-term solvency as originally assumed. That’s the hopeful conclusion I…
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Personal Finance
Look past this Santa Claus rally and see how January’s stock market return could affect all of 2021
January does not deserve the special status that Wall Street gives it. In fact, January in most respects is statistically…
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Personal Finance
‘I’m lucky to get by on $75,000 a year’: The $600 stimulus program doesn’t sound reasonable to me. Why am I left out?
Dear Moneyist, Last year, I made over $75,000 and reported that amount in my taxes for 2019. I realize that…
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Personal Finance
How retirement planning needs to change in the new year
With all the changes 2020 brought and a new year around the corner, it may be time to revisit traditional…
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Personal Finance
I became ill and haven’t worked or filed taxes since 2016, so I got no stimulus check this year. When will I get one?
Dear Moneyist, I’m in a long-term, live-in partnership. I became ill and haven’t been employed since 2016. My partner has…
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Personal Finance
My grandfather gave me $150K in shares and $20K to buy a car, but my family interferes in my life. Should I give it back?
The week, I got my learners permit in the mail. My grandfather gave me a very generous option to take…
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