Category: Personal finance

Later Life Milestone Ages

Later Life Milestone Ages

Going COVID-19 stir crazy? Got 3 to 5 minutes to do some simple math? I created a worksheetthis week for my forthcoming book, Flipping a Switch, to help readers think about their financial future...

Six COVID-19 “Flipped Switches”

Six COVID-19 “Flipped Switches”

For the past seven months, I have been writing a book called Flipping a Switch. The book, which will be out by May, describes 35 “flipped switches (i.e., transitions) that people experience in later...

Cost Basis and Capital Gains

Cost Basis and Capital Gains

Are you filing a tax return soon that includes income from investments? While stock market indexes have fallen dramatically in the last two weeks, many investors had capital gains in 2019 and are paying...

Save With a Plan

Save With a Plan

Today, I participated in a Cooperative Extension Twitter chat for America Saves Week (ASW). The theme of the Twitter chat and its accompanying video chat was planned saving. “Save with a Plan” was the...