Personal Finance Advice and Commentary

Monday, June 23, 2014 5:08 pm
By Barbara Whelehan · Bankrate.com

Fund managers express less-than-sanguine views at the annual Morningstar Investment Conference.

Friday, April 11, 2014 2:25 pm
By Barbara Whelehan · Bankrate.com

The Treasury and the Social Security Administration are intercepting tax refunds to satisfy old debts going back decades. Should this be allowed to happen?

Monday, April 07, 2014 6:05 am
By Barbara Whelehan · Bankrate.com

Financial literacy is like a hot potato with no clear entity in charge of teaching it.

Friday, March 14, 2014 5:30 pm
By Barbara Whelehan · Bankrate.com

Bankrate’s new study offers hope for those who want to enjoy a leisurely retirement.

Friday, February 28, 2014 2:04 pm
By Barbara Whelehan · Bankrate.com

Let America Saves Week spur you to set aside a portion of your income for the future.

Friday, February 14, 2014 9:47 am
By Barbara Whelehan · Bankrate.com

If you and your honey aren’t in complete harmony about your retirement plans, you’re in good company.

Friday, January 31, 2014 5:23 pm
By Barbara Whelehan · Bankrate.com

Sen. Tom Harkin refined his idea on how to help Americans with their retirement security, and it’s a good one.

Friday, January 10, 2014 11:31 am
By Barbara Whelehan · Bankrate.com

In 2010, when higher earners were first allowed to do Roth conversions, many people took advantage of the opportunity to pay taxes upfront for a tax break in the future.

Friday, November 01, 2013 3:50 pm
By Barbara Whelehan · Bankrate.com

The contribution limits for retirement plans haven’t changed much, but few people will protest.

Friday, October 25, 2013 3:01 pm
By Barbara Whelehan · Bankrate.com

Are middle-class Americans out of touch with their ability to save for retirement?

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