Healthy pessimism?

Recently, my family and I saw the Disney movie, “Tomorrowland.”

Grandparents can help pay for college

Next month my son will graduate from high school and move on to the University of Arizona. Go Cats! My wife is busy getting his senior pictures taken, the announcements put together, and party plans drafted.

Switching Gears in Retirement

In searching for investment options, would you rather have—high return or low return? High risk or low risk? Liquid or illiquid?

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Five New Year’s Resolutions for Your Wallet

“I resolve that I will eat better and exercise more.” The diet and exercise resolution is one I make—and unfortunately break—every year.

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The best free personal finance software programs online

There are numerous efficient online personal finance software options to track, plan and monitor your income and spending.

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Retirees want to find states that do not tax Social Security benefits

Many retirees consider moving to a different state when they retire so their Social Security income is not included in state income taxation. Understanding which states tax this income can be important to older adults.

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The pros and cons of index investing

Index fund investing is one of the safest forms of investment you can make. Like any investment strategy, there are pros and cons to be considered.

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It seems the estate tax will return with a vengeance in 2013

If Congress doesn't act soon, January 2013 will see the estate tax – the death tax – come roaring back to live with huge impact on those with estates valued at just $1 million.

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Don’t panic if you accidentally overpay a bill online

If you overpay a bill online, correct it if you can; otherwise take action to avoid penalties and bounced checks that can affect your credit record.

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The pros and cons of alternative financial services for seniors

Seniors will find pros and cons about using alternative financial services companies. It pays to investigate first and invest later; seniors should be very careful about using AFS.