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Financial Planning

Retirement spending: Safe rates

Retirees often are advised to set a withdrawal rate for their investments. In a MONEY TALK VIDEO, Art Rothschild explores when to consider varying the rate. […]

Procrastinate your way to retirement ruin

By Joel Dresang
The Center for Financial Literacy, at Boston College, calls procrastination “the number one barrier to making retirement more secure.” […]

Retirement plan: Working longer (or not)

By Joel Dresang
Increasingly, Americans reaching retirement age aren’t retiring. I wonder if I’ll be one of them. […]

Retirement spending with heirs in mind

Strategies for tapping retirement accounts can vary when investors expect to leave money behind. As he explains in a MONEY TALK VIDEO, Dave Sandstrom says retirees should plan to consider the consequences their withdrawal choices might have on their beneficiaries. […]

Get online with Social Security

Added security is one more reason everyone who’s eligible should establish an online Social Security account. The sooner you set one up, the harder it will be for an imposter to set one up in your name or using your Social Security number. […]

Watch your language: Attention to details

By Joel Dresang
I am not a financial professional. That was my excuse for the prejudice I showed against certain applicants for financial internships. […]

How to be safer online: Email

Email has become an increasingly popular and effective tool for identity thieves and fraudsters. As part of a series of MONEY TALK VIDEOS, Jason Scuglik offers tips on how to use email with an eye on protecting your personal financial information. […]

How to be safer online: Passwords

Making passwords easy to use can also make them easier for criminals to take. Jason Scuglik offers tips on how to be safer with personal financial information. […]

Making the Most of Charitable Giving

In a MONEY TALK VIDEO, Bryan Becker suggests strategies to consider with a tax advisor on making the most of charitable giving. […]

What’s in your wallet: Family talks

By Joel Dresang
In most families, money talk is taboo. Parents are about as comfortable talking about finances as they are talking about death. Yet, as we dream and plan and make decisions in life, it helps to have a sense of what we can afford – whether it’s holiday gift shopping or determining when to retire. Part of that context involves having a handle on our family’s finances. That requires communication. […]

Overstuffed: You can’t take it with you

By Joel Dresang
What will become of all the stuff we have been accumulating when we’re done with it – which, for many of us, is when we’re done? If you have ever been involved with clearing someone’s residence because of a death or downsizing, you know you don’t want to impose that burden on anyone you love. […]

How to be safer online: Computer use

Tips on how to protect personal financial information in a MONEY TALK VIDEO. […]

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