Q. I have a question about calculating income for the new Affordable Care Act health exchanges. Without knowing what my Form 1040 Line 37 will be, do I just estimate...
Pre-Medicare retirees expecting to take advantage of the new health exchanges under the Affordable Care Act may want to brush up on their tax situation. Qualifying for tax credits to...
After raising two kids and working nine different jobs as she followed her husband's career around the country, Kathleen Mainardi early last year was starting to plan for retirement in...
Feeling nervous about the bonds in your retirement portfolio as interest rates rise? You might try adapting the film noir classic to "Dr. Strangelove or: How I Learned to Stop...
Q: I am 65, retired and living on Social Security. I had a supplemental retirement plan with Joslyn Corp., where I worked for 13 years until January 1979. I have...
Getting a game plan together for collecting Social Security benefits in retirement has arguably gotten a little easier with several relatively low-cost or free tools available online. Arguably, that is,...
When Harold Seybert retired a few years ago, money wasn't his biggest challenge. After a 35-year career building an East Coast supermarket chain, a rise that required 15-hour workdays, he...
Q: I have a financial adviser who helps me manage my finances and 401(k)'s. I'm retiring and want to leave my 401(k) with my company but still would like my...
If you can't get in — or can't afford — a top business school, is an MBA from a lesser-known school worth it? The answer depends largely on the student....