How Stanford’s new personal-finance class plans to revolutionize the way we learn and think about money
Economist Annamaria Lusardi is leading an effort to elevate learning how to manage your money Source link Beth Pinsker
Finding the best 529 college-savings plan is easier than you think. Here’s what matters most.
Simplify your decision-making so you can focus on saving. Source link Beth Pinsker
This group is the worst at talking about money with their families, and here’s what they should do.
Get started talking about taboo money topics with your family — even if you’re ashamed or worried about getting ripped off Source link Beth Pinsker
I have $2.5 million and still have an irrational fear that I’ll never be able to retire
A reader needs to visualize his retirement buckets to be sure that he has enough. Source link Beth Pinsker
I have $2.5 million and still have an irrational fear that I’ll never be able to retire Read More »
No trust is set in stone. Even irrevocable trusts can have some wiggle room.
Media titan Rupert Murdoch is in court to test the boundaries of changing permanent estate plans. Source link Beth Pinsker
No trust is set in stone. Even irrevocable trusts can have some wiggle room. Read More »
The Fed rate cut scared me. Where should I invest my $127,000 in savings now?
This reader wonders whether CD rates, high-yield savings accounts and bond ladders are still smart moves, even if interest rates keep dropping. Source link Beth Pinsker
The Fed rate cut scared me. Where should I invest my $127,000 in savings now? Read More »
‘Retirement is not a math problem,’ says one of retirement’s top math experts
Writing “How to Retire” helped Morningstar personal-finance expert Christine Benz learn a few surprising lessons. Source link Beth Pinsker
‘Retirement is not a math problem,’ says one of retirement’s top math experts Read More »
Should you share your pension payout with your spouse, even if it means less money?
Retiree couples often have to make a choice about whether to add survivor benefits to a pension, which reduces their monthly checks. Source link Beth Pinsker
Should you share your pension payout with your spouse, even if it means less money? Read More »
Social Security’s COLA could shrink to 2.5% for 2025, the lowest increase since 2021
The 2025 cost-of-living adjustment is not enough to keep up with real expenses, analysts say. Source link Beth Pinsker
Social Security’s COLA could shrink to 2.5% for 2025, the lowest increase since 2021 Read More »
I had a CD with a 5.5% interest rate and the bank wants it back early. Now what?
With the Federal Reserve expected to lower interest rates, you may be getting a surprise email from your bank. Source link Beth Pinsker
I had a CD with a 5.5% interest rate and the bank wants it back early. Now what? Read More »