by Pam Horowitz | May 8, 2025 | Retirement
By Jacob Schroeder, February 1, 2025, Kiplinger.com If you must retire early due to disability or to care for a loved one, these six steps can make it work financially. Early retirement may seem like a fortunate break, but for many, it’s far from a choice. Often, it’s...
by Pam Horowitz | Apr 4, 2025 | Tax
Your tax-filing options explained. by Fidelity.com, January 31, 2025 Key takeaways Options for filing taxes include getting free help from the IRS, paying for tax software, or hiring a pro. Whether you go solo or with a tax pro, the IRS says you’ll get a refund...
by Pam Horowitz | Mar 12, 2025 | College
By Bob Niedt, in Features Kiplinger.com Whether it’s to complete a degree, gain new knowledge or just for fun, seniors and retirees can go or get back to school “on the cheap. As a retiree, you’re already a bonafide graduate of the school of hard knocks —...
by Pam Horowitz | Feb 4, 2025 | Investments
Fidelity Viewpoints, Fidelity.comEvaluating bitcoin’s potential benefits and risks. Key takeaways Investors may be interested in adding bitcoin to their portfolio for several purposes, including seeking enhanced returns, increasing diversification, and hedging...
by Pam Horowitz | Jan 6, 2025 | Inheritance
By Erin Bending, Kiplinger.com Are you unclear about the things you should leave out of your will when estate planning? Legal experts share the 10 items to exclude. Many Americans underestimate the importance of estate planning. Roughly 40% of people who don’t have a...
