| Oct 6, 2013
| 9:59 AM
Q: I will be paying half of my grandchild's tuition for the school year 2013-2014, a total of $20,000. Do I need to make sure that I pay no more than $14,000 this year so I don't trigger any taxes? Or can I make the check payable to the school and pay the...
| Oct 4, 2013
| 7:22 PM
There is a lot of misinformation and mystery about the compensation Congress receives.
So I did some research at http://www.About.com and called the Office of the Clerk of the House of Representatives at (202) 225-7000.
Senators and representatives...
| Oct 8, 2013
| 11:22 AM
Is your company making a paltry contribution to your 401(k) retirement account? If so, this may be why.
Companies that automatically place employees in 401(k) plans contribute less money to workers’ retirement accounts than companies that don't...
| Oct 9, 2013
| 10:58 AM
Nearly three-quarters of investors in a new survey say their confidence in the economy has been shaken by the government shutdown and threat of default.
Most people have not made adjustments to their portfolios as a result of the political impasse in...
| Oct 11, 2013
| 4:58 PM
We teach kids a lot in public schools.
Courses are offered in everything from calculus to sex ed.
One thing we still don't teach our children?
How to balance a checkbook. How to create a household budget. How to invest in stocks and manage a 401(k)....
| Oct 13, 2013
| 5:00 AM
Dear Liz: Recently my mother passed away. My brother and I were fortunate enough to inherit a substantial amount of money from her life insurance. My brother and I do not want to spend this money and have placed the funds in brokerage accounts. My...
| Oct 13, 2013
| 11:00 AM
The 2013 Ask An Expert Hotline drew 244 telephone callers and 35 people to an OrlandoSentinel.com chat room, all seeking advice from Certified Financial Planners about investments, retirement and other money issues.
The free event is sponsored by the...
| Oct 14, 2013
| 1:26 PM
More than 4 in 5 older Americans expect to keep working during their latter years, a sign that traditional retirement is out of reach for vast swaths of society, according to a new survey.
Among Americans ages 50 and older who currently have jobs, 82%...
| Oct 16, 2013
| 3:09 PM
Alleged wrongdoing by stockbrokers is routinely erased from public records, making it difficult for investors to check the past conduct of financial advisors, according to a new study.
The report found that stockbrokers almost always succeed in...
| Oct 20, 2013
| 9:46 AM
In March, Sukran Sir lost her father. Then she lost her job.
There was more bad news: The 58-year-old Ventura County resident was expecting to get unemployment benefits but hasn't heard whether she qualifies, despite two phone interviews.
| Oct 23, 2013
| 10:51 AM
The average millennial graduating from college today will not retire until age 73 because heavy student-loan debt will prevent them from saving enough money for an earlier retirement, according to a new study.
The typical graduate has a “seemingly...