Skip to content

  • Return to Money Life
  • Visit us on Facebook

Fake ‘expert’ diminishes the value of genuine financial help

August 21, 2019 by admin

Patricia Russell wanted to help. That’s what she wrote me in an e-mail offering to be a trusted, helpful resource for my work.  She was a certified financial planner, and the founder of FinanceMarvel.com, a web site about getting out of debt, repairing and improving credit scores and more. I get a lot of offers …

Continue Reading

The latest pricing glitch spooked Vanguard shareholders

August 18, 2019 by admin

   Rich in Orchard Beach, Md., likes to check in on his investment portfolio most nights after dinner. It’s a quick look-see to make sure everything is fine, as expected, all right.    It was not any of those things when he checked in on Monday, August 12.    His shares of Vanguard Wellesley were …

Continue Reading

How could $1,000 a month change your life?

August 6, 2019 by admin

Americans are no more likely to collect the “Freedom Dividend” than they are to win the next Mega-Millions lottery jackpot, but just as playing the lottery can fuel dreams and shape financial priorities, so can the unusual political promise of free money help consumers and savers re-evaluate their finances. The Freedom Dividend is the unconventional …

Continue Reading

You’ve been hacked; fix it and protect yourself now

August 5, 2019 by admin

Face it, you’ve been hacked. Your data has been breached. You are right on the edge of every bad thing that could happen to you when it comes to identity theft, fraud, damage to your financial accounts, credit files and your credit score. And it’s your own fault. Sure, you could blame Capital One, the …

Continue Reading

The hidden costs of using free-trading apps like Robinhood

July 30, 2019 by admin

About five years ago, I noted that financial consumers should favor naps over apps and put down their smartphones to give their finances and themselves some rest. While noting that typical consumers will fare better by focusing less on money than by watching the numbers change moment-by-moment, I acknowledged that there were plenty of cool …

Continue Reading

Tame the paperwork monster before it eats your money memories

July 22, 2019 by admin

   “Grandpa Jack” is 80-years young, and along with scrapbooks and mementos of a life well-lived, he still has every check he’s ever written, along with copies of every bill he ever paid.    As he prepares to move from his long-time family home in Pembroke, Mass. to an apartment attached to his daughter’s house …

Continue Reading

Are you a death-wish investor? These strategies can kill fund returns

July 15, 2019 by admin

   I attended an investment sales seminar this week where the speaker tried to persuade the audience to take his approach to retirement investing.    It involved something most of the audience had never heard of. Pitched as a “7702 Plan,” it was actually a life-insurance policy, a twist on the more standard annuity-sales pitch …

Continue Reading

Are you paying less for your funds? You should be

July 5, 2019 by admin

   When it comes to mutual funds, investors have always gotten what they didn’t pay for.    Now that they aren’t paying much, they need to decide if the money they’re spending is worth the results they’re getting.    Morningstar Inc. recently released its latest fund-fee study, which showed that what investors paid to own …

Continue Reading

5 financial terms that consumers should redefine now

June 28, 2019 by admin

   The recent furor between personal finance icon Suze Orman and members of the FI/RE movement shows a significant gap in the language all savers, investors and retirees are using.    Fixing the problem means coming up with new definitions for common terms.    FI/RE stands for “financial independence/retire early” and its proponents tend to …

Continue Reading

Solving the saver’s most-enviable problem: too much cash

June 24, 2019 by admin

   Marty in East Weymouth, Mass., asked recently if I would tackle what he considered an “oddball question.”    His problem is one everyone might wish for: Too much cash.    “I have a lot of cash and not much in investments,” he said. “I don’t have much faith that I will be in the …

Continue Reading

Posts navigation

  • Previous
  • 1
  • …
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13
  • Next

Recent Posts

  • There’s no place like home for teaching kids about money
  • Higher inflation will not break you
  • Now is the time to embrace all risks
  • Best market advice now? Don’t look
  • 5 questions to ask before reacting to the market downtrend

Recent Comments

  • Jennie Romero on There’s no place like home for teaching kids about money
  • Shawn on Don’t cut investment ‘flowers’ without looking at the whole garden
  • Chuck Jaffe on How to deal with the 5 conditions most forecast for 2022
  • Heidi Smith on How to deal with the 5 conditions most forecast for 2022
  • MikeinLA on Are your finances turning out as you envisioned?

Archives

  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • April 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • December 2000
© 2022 | WordPress Theme by Superbthemes