A new way to get more from Medicare for less…zero premiums…free dental. If you are 65 or older, you’re probably overwhelmed with ads on TV,...
Personal Finances
All Personal Finances Articles
Social Security Can Ask for Money Back From You
Your elderly mother receives a notice in the mail from the Social Security Administration (SSA). It claims that she has been paid too much in...
Medigap: What You Need to Know
Medigap is an unfamiliar and confusing topic for many of us who are approaching retirement age—but the Medigap decisions we make now could dramatically affect...
Friendly Fraud?
Recently I noticed an unfamiliar charge on my Visa bill. I filed a dispute with the credit card company, got a quick refund—and whoops!—realized that...
Time to Review Your Estate-Planning Tools
Have your estate-planning tools turned against you? Can you trust your trusts to work as intended? Estate-planning decisions that made perfect sense when you put...
Save Big on Your Next Cruise
Cruising is one of the most convenient ways to explore multiple destinations in a single week or enjoy a fun three- or four-night tropical getaway....
Paper Check Fraud Is On the Rise
Check fraud may seem like an outdated crime in today’s world of digital payments, but it’s surging, according to an alert sent to banks by...
Get the Most from Your Financial Adviser
Turbulent investment markets and soaring inflation are prompting more Americans to use financial advisers to navigate their increasingly complicated financial lives. In a recent Harris...
It Is So Easy to Be Scammed
My phone dinged the other day, indicating that I had a new text message. It was my bank letting me know that there had been...
Tear Down the Psychological Barriers Driving Your Financial Decisions
Smart people routinely make financial mistakes and poor decisions about money because they are swayed by powerful, underlying emotions that they may not even be...
Ways to Keep Your Cash Safe
The shocking failures of regional banks such as Silicon Valley Bank and First Republic this past spring may have brought to mind the scene in...
Medicare is Changing
The Medicare system is undergoing change these days as new legislation takes effect and the COVID public health emergency officially ends. Many of these changes...
