out money
Reassessing your IRA at tax time
Q: My partner and I are in our 40s (married in New Jersey in 2013). We’re just finishing up our taxes for 2013 ... filing a tax return as married for the very first time! We are debating making IRA...
Apr 10, 2014 | 0 0 comments | 0 0 recommendations | email to a friend
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Making the most of your investments
Q: I’m a single woman who likes to manage some of my own investments. Some of my investments have done very well this past year, while others haven’t done much at all. I feel like I need to shift h...
Mar 13, 2014 | 0 0 comments | 4 4 recommendations | email to a friend
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Staying smart with credit
Q: I’ve just graduated college and am starting my first real job. A friend told me I should open a credit card or two to establish a credit history, but I’m nervous about having access to credit. C...
Feb 13, 2014 | 0 0 comments | 7 7 recommendations | email to a friend
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The state of Social Security benefits
Q: My partner and I live in Philadelphia and were recently married in New York City. He’s 68 and collecting his Social Security. I just turned 66, which is my full retirement age for my Social Secu...
Jan 09, 2014 | 0 0 comments | 11 11 recommendations | email to a friend
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It pays to plan ahead
Q: Approaching the end of the year, is there anything I should be thinking about regarding my finances? Just trying to make sure I don’t miss out on any opportunities. A: As 2013 draws to a close, ...
Dec 12, 2013 | 0 0 comments | 13 13 recommendations | email to a friend
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Role reversal: Talking to your parents about money
Q: I’m a gay man in my 40s. My mother and father are in their early 70s. I think they’re doing OK financially, but I don’t know for sure. We’ve never really talked about money. How can I raise the ...
Nov 07, 2013 | 0 0 comments | 18 18 recommendations | email to a friend
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Rolling out your retirement savings
Q: I’m about to retire next month and am looking at my options for what I can do with my 401k money. I’m a little confused about my distribution choices. Can you please offer some guidance? A: Firs...
Oct 10, 2013 | 0 0 comments | 403 403 recommendations | email to a friend
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Ensuring good business with insurance
Q: My life partner and I co-own a small business in Philadelphia. If something happened to one of us, it might be hard for the business to survive financially. Is there anything we can do to help p...
Sep 12, 2013 | 0 0 comments | 15 15 recommendations | email to a friend
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Ups and downs of interest rates
Q: I’ve been hearing a lot lately about interest rates rising and how that could impact the value of bonds that I currently own to produce income. Do I need to be concerned about my bonds? A: This ...
Aug 08, 2013 | 0 0 comments | 14 14 recommendations | email to a friend
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Offering incentives for the future
Q: My partner and I have three children and are looking for guidance on how to best plan to leave a legacy for them when we’re gone that will encourage them to continue their education and charitab...
Jul 11, 2013 | 0 0 comments | 57 57 recommendations | email to a friend
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