Category: Financial Planning

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. […]

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

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. […]

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. […]

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. […]

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…

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…

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

By Joel Dresang My experiences with identity theft offer warnings and reassurances about the latest compromise of personal data. […]

By Joel Dresang While one absconded with my card, the other sneaked a read of my PIN. […]