Janet Kidd Stewart – Page 7

Managing debt wisely in your retirement years

May 23, 2019 at 5:18 p.m.

The holidays, the hangovers and, for many, the resolutions are over. What's left, of course, are the extra pounds and the credit card bills. Skipping a few restaurant meals this...

In your search for a financial adviser, think about what kind of help you are looking for.

How to find a financial planner if you’re not wealthy

May 23, 2019 at 5:18 p.m.

Q. I am a 72-year-old senior, and a lot of my friends have financial planners. They don't live in my area and have more money than I do, but they...

Treat retirement saving like the electric bill -- something with a due date that must be paid before more discretionary expenses can creep into the budget.

5 small things to do for retirement

May 23, 2019 at 5:18 p.m.

Resolving to pick up better money habits in 2015? Probably not. Fewer than a third of Americans said financial planning was their top New Year's resolution for 2015, according to...

Small window of opportunity for IRA charitable rollover

May 23, 2019 at 5:18 p.m.

Giving more while spending less sounds oxymoronic, but some seniors can do just that this year. Congress has passed a last-minute tax break on charitable donations from IRAs for those...

Contribution to IRA could net a tax deduction

May 23, 2019 at 5:18 p.m.

Q: My wife and I retired in June and were covered by respective pension programs. Are we eligible to make a deductible individual retirement account contribution for tax year 2014...

That first holiday after retirement can be an opportunity to talk about new holiday spending patterns.

Tips for recent retirees to stretch holiday budget

May 23, 2019 at 5:18 p.m.

For recent retirees, adjusting to life on a fixed income can be particularly difficult at holiday time. Are you obligated to continue inviting a lot of work friends to your...

Make the necessary legal and financial arrangements long before you need Medicaid to help with your long-term care needs.

Strategies to protect assets from nursing home costs

May 23, 2019 at 5:18 p.m.

Q. My husband and I recently retired. He is 72 and I am 65. With increasing health issues and no long-term care insurance, we worry about what will happen financially...

Once you've selected insurers providing access to your health-care providers, the next step is deciding which plan makes sense for you.

What to consider when shopping for pre-Medicare health coverage

May 23, 2019 at 5:18 p.m.

Pre-Medicare retirees need to lock in new individual health insurance under the Affordable Care Act by Dec. 15 for coverage starting at the beginning of the year, but rushing into...

Indecision about your financial future can prove costly.

Risk tolerance matters when making cash-flow decision

May 23, 2019 at 5:18 p.m.

Q. I'm retired, 71, and living on my Social Security and a pension totaling $3,200 monthly. I have an IRA worth $412,000 sitting out of the stock market and another...

Todd Luchik works on his computer at JLL.

JLL ranked 7th on Tribune’s 2014 Top Workplaces

June 17, 2018 at 4:41 a.m.

When a company that manages 3 billion square feet of real estate decides to make over its headquarters, it's only natural to expect some angst about which workplace trends to...

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