One of the benefits of being age 50 or older is a "catch-up." Created by the Economic Growth and Tax Relief Reconciliation Act of 2001 (tinyurl.com/p6c736e6), catch-ups help future retirees with enhan... more

About 1 out of 5 people eligible for the earned income tax credit (EITC) missed out on getting a "check in the mail" from the U.S. Treasury between tax years 2014 and 2022. Why? They did not claim the... more

No one wants to think about or plan for what happens after someone passes away. Yet there is no way around the fact that life does come to an end at some point in time, most likely well within a 100-y... more

The IRS tax-filing season opens Monday, Jan. 26, 2026, and this year, there are some important changes to note.... more

When an investment "problem" surfaces, wouldn't it be nice to speak with someone about it? When a regulator needs perspective on investor behavior, wouldn't engaging with investors help?... more

What happens if you receive an inheritance you did not expect, especially a large inheritance?... more

There is no doubt that AI is becoming a factor in financial decision-making. According to a LendingTree survey, the "rise of AI (artificial intelligence) [has] influenced how and where people are gett... more

As we look forward to 2026, are you concerned about the future? Financial "awareness" can help turn resolutions into realities.... more

When writing about taxation of retirement accounts, I've referred to IRS Publication 590-B many times, as it provides guidelines to taxpayers for handling required minimum distributions (RMDs) from in... more

When age is factored into studies of investment fraud and risk, seniors are often the focus. No longer. A younger cohort (ages 18 to 34) may actually be more likely to be susceptible to fraud than sen... more

Some may assume that those who are targets of financial fraud are mostly elderly. However, a new FINRA Investor Education Foundation report suggests otherwise, which raises questions about vulnerabili... more

As you begin planning for how your financial resources will be allocated in 2026, know that there are new limits for what you can contribute to your 401(k) and IRA.... more

What better opportunity than Thanksgiving to enjoy family and -- just for fun -- add financial literacy to the conversation.... more