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Make kids beneficiaries of IRA
Q: I am a recent widow and have an IRA. Now that my husband is no longer a beneficiary, should I name my three children as beneficiaries or name the estate as a beneficiary? — D.L., Lake Mary A: You should name your three children as the...
Tags: Financial Planning
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Like Belfast, Boston will not be beaten down by the bomb
"Innocent Blood Crying to God from the Streets of Boston." The screaming headline broke through a barrier of political correctness to call Americans to battle … 243 years ago. The innocent blood that Sam Adams' 1770 pamphlet made a colonial...Tags: Oklahoma City Bombing (1995), Boston Marathon Bombing (2013), Sports, Unrest, Conflicts and War, Career and Workplace
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South Florida debt drops, especially credit card balances
South Floridians are managing to reduce nearly all types of debt, according to a new survey by the consumer website CreditKarma.com. Credit card balances are shrinking and even student loan balances — which had been steadily going up — are now...Tags: Credit and Debt, Loans, Passenger Cars
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5 questions with … Stuart L. Ritter
As a senior financial planner with Baltimore money manager T. Rowe Price, Stuart Ritter spends much of his time on the job — and off — educating people about personal finance. April is Financial Literacy Month, and as many surveys show...
Tags: Electronics, Colleges and Universities, Travel, Social Security, Trips and Vacations
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Consumer agency urges standards for financial advisors to seniors
WASHINGTON — Older Americans can be confused by dozens of special designations for financial advisors for seniors, and government officials should set strict standards for training and conduct to prevent abuses, according to a new federal report....Tags: U.S. Consumer Financial Protection Bureau, Consumers, Richard Cordray, Financial and Business Services, U.S. Securities and Exchange Commission
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Fee-only planners can help keep investment costs low
Dear Liz: You always mention fee-only financial planners and I'm not sure about the true meaning. My husband and I have a financial planner who charges us $2,200 per year, but we got a summary of transaction fees in the amount of $6,200 for last year....Tags: Finance, Economy, Business and Finance, Financial Planning, Crime, Law and Justice
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Agency wants more rules governing financial advisors for seniors
WASHINGTON -- Older Americans can be confused by dozens of special designations for financial advisors for seniors, and government officials should set strict standards for training and conduct to prevent abuses, according to a federal report released...
Tags: U.S. Consumer Financial Protection Bureau, Consumers, Richard Cordray, Financial and Business Services, U.S. Securities and Exchange Commission
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Don't limit access to IRAs and retirement advice
As a financial services representative and small business owner, I see firsthand the challenges many Hispanic Americans in our community face in accessing affordable ways to get retirement savings help. More than 60 percent of Hispanic workers don't...
Tags: Small Businesses, Career and Workplace, Labor Legislation
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Springfield financial consultant pleads guilty to stalking her daughter's ex-boyfriend
MEMPHIS, Tenn. -- A prominent financial adviser from Springfield, Mo., pleaded guilty in federal court to stalking her daughter's ex-boyfriend and his new girlfriend in Tennessee. According to the U.S. Attorney's Office, Western District of Tennessee,...
Tags: Lawyers, Prosecution, Trials, Crime, Law and Justice, Justice System
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Rolling back the tax breaks for supersized nest eggs
President Obama's budget proposal included a number of proposals to increase tax revenue not by raising rates but by cutting back on tax breaks. The Wall Street Journal's editorial board singled out one such measure for ridicule Friday: a cap on an...
Tags: Barack Obama, The Wall Street Journal
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With tax returns due Monday, here's advice for last-minute filers
For taxpayers who work best under the pressure of a deadline ... well, that's now. Returns must be filed by the end of Monday. But there's always a risk when scrambling to get returns in under the wire. You might make a mistake or overlook a valuable...Tags: Interior Policy, Healthcare Provider, Personal Income, Personal Data Collection, Internal Revenue Service
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Shift in investment thinking has some folks keeping their retirement funds in stocks
Not too many years ago, many retirees believed it was OK to be a stock market investor in your working years, but after retiring, it was critical to keep assets safely away from the market's inherent risk and volatility. Today, for many reasons, many...
Tags: Finance, Interior Policy, Politics, Stock Market, 401K
Apr 21, 2013
|Column| Orlando Sentinel
Apr 21, 2013
|Story| Orlando Sentinel
Apr 19, 2013
|Story| South Florida Sun-Sentinel
Apr 21, 2013
|Story| Baltimore Sun
Apr 19, 2013
|Story| Los Angeles Times
Apr 21, 2013
|Column| Los Angeles Times
Apr 18, 2013
|Story| Los Angeles Times
Apr 18, 2013
|Story| Baltimore Sun
Apr 12, 2013
|Story| KSPR-TV
Apr 12, 2013
|Story| Los Angeles Times
Apr 14, 2013
|Story| Baltimore Sun
Apr 8, 2013
|Story| Chicago Tribune
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