Janet Kidd Stewart – Page 5

If your health insurance claim is denied, contact your doctor or hospital to see if they can help you through the appeal, experts say.

Steps to take when disputing a denied health insurance claim

May 23, 2019 at 5:20 p.m.

Most people heading into retirement know life after work isn't all shuffleboard on the lido deck. There can be serious money and health care concerns, not to mention worries about...

The U.S. Supreme Court ruled that employers have an ongoing duty to monitor fees being charged to participants in 401(k) plans.

What the Supreme Court’s ruling means for your retirement savings

May 23, 2019 at 5:20 p.m.

If you save in a 401(k) plan, the U.S. Supreme Court may have just handed you some money. The court ruled unanimously that employers have an ongoing duty to monitor...

A new Vanguard Group investment platform combines live-adviser experience and automated features. Federal regulators issued a recent alert, urging investors to understand limitations and risks of online investing tools.

Consider limitations of online investment tools, regulators say

May 23, 2019 at 5:20 p.m.

Just as investment industry behemoth Vanguard Group Inc. this month rolled out its new investment platform combining an automated and live-adviser experience with $17 billion in client money under management,...

Early retirement because of a disability comes with extra risks that require careful planning to overcome.

Disability, early retirement demand a budget strategy

May 23, 2019 at 5:20 p.m.

A 56-year-old reader in Florida recently shared a few details about his journey to retirement. After a dozen years in a county government job, he was put on disability at...

Online investment advisory services are among the latest innovations of the financial industry.

Is an online investment advisory service right for you?

May 23, 2019 at 5:20 p.m.

Can a robot handle your retirement? Fledgling online investment advisory services, nicknamed robo-advisers in financial circles, are moving squarely into retirement planning. Betterment, one of the largest such firms with...

It's important to keep your estate planning documents current and in order.

Checklist for updating, organizing estate planning documents

May 23, 2019 at 5:20 p.m.

When Craig Evans Carnick accompanied his wife of 46 years to a medical procedure recently, he got a bit of a surprise when he asked a nurse a question about...

Be aware of all the rules and caveats for buying land and holding it as an investment in a self-directed IRA.

You can invest in land with a self-directed IRA

May 23, 2019 at 5:19 p.m.

Q. My wife and I each have Roth IRA accounts, but neither of us can contribute to our plans any longer because we exceed the income threshold. I would like...

Many baby boomers are concerned about outliving retirement money and runaway health expenses.

Financial strategies to cover an early or unexpected retirement

May 23, 2019 at 5:19 p.m.

Despite a bull market in stocks, a pair of new studies show retirees and those getting close are bearish about retirement. Forty-eight percent of baby boomers reported being satisfied with...

New research suggests some consumers are hard-wired to shun certain retirement investments.

Why converting 401(k) to annuities requires new mindset

May 23, 2019 at 5:19 p.m.

Are we hard-wired to shun certain retirement investments? Some new research suggests so, and that has implications as the government gives the green light to annuities in 401(k)s and IRAs....

The goal of a new budgeting software tool is to help people get to the point where they can absorb minor financial emergencies.

New online tool helps budget for a financial emergency

May 23, 2019 at 5:19 p.m.

Financial planners often counsel clients to keep up to a year's worth of living expenses in a fairly liquid savings account for emergencies. Long-term joblessness, a major illness or the...

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