Curated Corner Archive

Back To Curated Corner

Retiring Before 65? Make Sure to Know Your Healthcare Options

Navigating healthcare options for early retirement can be complex. From exploring employer coverage to understanding ACA marketplace plans, Gail MarksJarvis provides guidance in the Wall Street Journal article below for securing healthcare coverage before reaching Medicare eligibility at age 65. Retiring Before 65? Make Sure to Know Your Healthcare Options by Gail MarksJarvis, February 3,… Continue reading

 

All Money-Market Funds Have the Same Yield, Right? Not Even Close

Uncover the hidden disparities in money-market funds’ returns and the impact of selecting the right fund amidst changing market conditions and fee structures, as explored by Derek Horstmeyer in this Wall Street Journal article. All Money-Market Funds Have the Same Yield, Right? Not Even Close by Derek Horstmeyer, February 2, 2024   Money-market mutual funds… Continue reading

 

Two Retirees Consider Their Nightmare: What Will We Do if One of Us Dies First?

In this Wall Street Journal article, delve into the emotional journey of retirees confronting mortality and the necessity of a backup retirement plan. Two Retirees Consider Their Nightmare: What Will We Do if One of Us Dies First? by Stephen Kreider Yoder, February 1, 2024 Steve We came 6 inches from death, maybe 4, just… Continue reading

 

Financial Gift Ideas for Any Age

Are you wondering what to wrap up and gift to your loved ones this holiday season? The article below showcases financial gifts, and provides excellent options for a variety of ages, from children to seniors and all others in between. Financial Gift Ideas for Any Age Helping a loved one pay off debt or paying for… Continue reading

 

If You Hate Investment Risk, High Interest Rates Are Great. With a Catch.

New York Times columnist Jeff Sommer makes a case that investors who play it too safe with their market portfolios may end up feeling sorry. By Jeff Sommer, December 8, 2023 “All investments involve taking on risk.” That’s a standard Securities and Exchange Commission warning. Be careful. But be aware that unless you take on… Continue reading

 

Four Lucrative Tax Deductions That Seniors Often Overlook

Attention seniors: there are several tax deductions available that can greatly affect one’s financial planning at year end.   This Wall Street Journal article explains each of these tax breaks, and how to go about taking advantage of them. Four Lucrative Tax Deductions That Seniors Often Overlook There are a host of tax breaks available to… Continue reading

 

Your Money Needs to Go on a Vacation

According to the Wall Street Journal, it is important for American investors to avoid “home-country bias.” If foreign markets are ignored, returns could be crimped and volatility increased. Read this compelling article below. Your Money Needs to Go on a Vacation By ignoring foreign markets, American savers could crimp future returns and face more volatility… Continue reading

 

Being 20-something is a gift for retirement planning. Here’s why.

Tips for convincing your 20-something child or grandchild to start saving for retirement now. Read Washington Post Columnist Michelle Singletary’s 5 reasons to start saving in one’s 20s. Being 20-something is a gift for retirement planning. Here’s why Five reasons you should start saving for retirement in your 20s. Social Security changes are coming. By… Continue reading

 

An Inheritance With Strings Attached

Have you recently received an inheritance? Avoid hefty tax bills that can come from inherited IRAs. An Inheritance With Strings Attached New rules for inherited IRAs could leave some heirs with a hefty tax bill. By Sandra Block, September, 2023 In the first quarter of 2023, Americans held more than $12 trillion in IRAs. If… Continue reading