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Retirement Cash Reserves: What About a HELOC? Sep. 09, 2015

Ask Carrie

Dear Carrie: Everyone advises the newly retired person to keep a cash reserve on hand for emergenci... Read More

Portfolio Blues: Should I Stay in the Market or Get Out While I'm Ahead? Jul. 22, 2015

Ask Carrie

Dear Readers: When the stock market plummeted in 2008, I got a lot of questions about the wisdom of... Read More

4 Percent Portfolio Income Jul. 15, 2015

Taking Stock

Dear Mr. Berko: My 67-year-old father will retire late this year and need at least $24,000 annually ... Read More

Retirement Conundrum: Spend Now or Save for Later? Jun. 24, 2015

Ask Carrie

Dear Carrie: A friend recently told me that her financial adviser suggests using age 95 as a life e... Read More

Retirement Income Jun. 17, 2015

Taking Stock

Dear Mr. Berko: I'm 69, and my wife is 77. We have no debts and no children. When we married 51 year... Read More

Need to Adjust Your Financial Attitude? Start Here -- Now! May. 27, 2015

Ask Carrie

Dear Carrie: I'm 28 and trying to be smart about my money. My problem is that as soon as I pay down... Read More

Universal Savings Accounts Help People Help Themselves May. 14, 2015

Veronique de Rugy

Republican presidential contenders have staked out different positions on tax reform. Sens. Rand Pau... Read More

How Much Should You Be Saving? May. 06, 2015

Ask Carrie

Dear Carrie: I am turning 30 and know that I need to get serious about saving. How much should I be... Read More

Mr. Will Rogers Goes to Washington Apr. 10, 2015

Veronique de Rugy

The cowboy philosopher Will Rogers once said, "If you find yourself in a hole, stop digging." Unfort... Read More

Required Minimum Distributions: What Are the Dates and Deadlines? Mar. 25, 2015

Ask Carrie

Dear Carrie: I am turning 70 in a few months and know I'll be forced to withdraw money from my reti... Read More

If You Have a 401(k), Do You Need an IRA, Too? Mar. 04, 2015

Ask Carrie

Dear Carrie: I already have a 401(k). Does it make sense to open an individual retirement account, ... Read More

Learn How to Start Investing With These 5 Simple Steps Feb. 04, 2015

Ask Carrie

Dear Carrie: I am in my late 20s with a good job and can finally save some money. I know that I sho... Read More

Close to Retirement? Don't Miss These Dates and Deadlines! Jan. 21, 2015

Ask Carrie

Please note: This article may contain outdated information about RMDs and retirement accounts due to... Read More

What's in Store for 2015: Important IRS, Social Security and Medicare Updates Jan. 14, 2015

Ask Carrie

Dear Readers: A new year often means new goals, new opportunities and new commitments. When it comes... Read More

Retirement Planning Dec. 03, 2014

Taking Stock

Dear Mr. Berko: I'm 44. My wife and I have no savings and $11,200 in two individual retirement accou... Read More

Should You Be Debt-Free Before You Retire? Nov. 19, 2014

Ask Carrie

Dear Carrie: I hope to retire in about five years and am working on reducing my overall debt, inclu... Read More

Is Maxing Out Your 401(k) Enough? Nov. 05, 2014

Ask Carrie

Dear Carrie: I'm turning 40 this year and finally ready to start saving for retirement. If I contri... Read More

13 Ghastly Money Mistakes That Could Come Back to Haunt You Oct. 22, 2014

Ask Carrie

Dear Readers: The money decisions you make today can lead to either a secure or a scary financial f... Read More

Planning Retirement Without Social Security Sep. 10, 2014

Taking Stock

Dear Mr. Berko: Several weeks ago, your email advice to our 32-year-old college-educated son about S... Read More

Too Far in Debt Aug. 13, 2014

Taking Stock

Dear Mr. Berko: I am 43 and worked 16 years for the same company. I lost my job in January 2010 beca... Read More