Personal Finance Advice and Commentary

Friday, March 27, 2015 12:00 pm
By Dr. Don Taylor · Bankrate.com

The non-borrowing spouse of a HECM entered into prior to Aug. 4, 2014, may — providing certain conditions are met — be named on the mortgage after the death of the primary borrower.

Wednesday, March 25, 2015 12:00 pm
By Dr. Don Taylor · Bankrate.com

What I’m not sure if we should admire Read for the size of his estate or feel sorry for him because he didn’t use his wealth during his lifetime for life goals.

Tuesday, March 24, 2015 6:00 pm
By Dr. Don Taylor · Bankrate.com

Paying back a pension advance or pension loan, plus the high interest and fees that loans and advances typically include, can threaten retirement security.

Saturday, March 21, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

The Social Security Administration is looking at the recency of a person’s Medicare claims as a signal of whether a person is deceased.

Tuesday, March 17, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

While being on the FTC’s National Do Not Call Registry may not stop telemarketers from calling you, it’s still worthwhile to put your cell, VOIP and land lines on the list.

Monday, March 16, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

If you think the market is a little long in the tooth, rebalancing your portfolio will get you to your target asset allocation.

Saturday, March 14, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

The elder abuse investigation considered of whether the author, Harper Lee, was a victim of financial fraud. The state of Alabama has closed the case.

Friday, March 13, 2015 10:39 am
By Dr. Don Taylor · Bankrate.com

A study reported that 53.5 percent of senior tasks got done by outsourcing, 9.7 percent got done using tools and technologies (think Roomba) and 7 percent left the task undone.

Wednesday, March 11, 2015 6:00 pm
By Dr. Don Taylor · Bankrate.com

Try to arrange for a short-term stay of a few days in a senior living center to see how good it fits with your senior parent.

Monday, March 09, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

It’s far more likely that your children can find a way to finance their college careers than it is to expect your children to finance your retirement.

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