Personal Finance Advice and Commentary

Wednesday, August 26, 2015 4:35 pm
By Dr. Don Taylor · Bankrate.com

Take a look at the size of benefits for Social Security recipients with a full retirement age of 66 who file for benefits in 2015.

Monday, August 24, 2015 6:05 am
By Dr. Don Taylor · Bankrate.com

The Investor Adviser Act of 1940 turned 75 on Saturday. The act protects investors by regulating investment advisers.

Friday, August 21, 2015 12:08 pm
By Dr. Don Taylor · Bankrate.com

Seniors can take a proactive step against ID theft by placing a security freeze on their credit reports.

Tuesday, August 18, 2015 6:05 am
By Dr. Don Taylor · Bankrate.com

A fiduciary has to put his or her client’s interests first when it comes to providing investment advice. Employers providing 401(k) plans have had a fiduciary responsibility to the plan participants.

Monday, August 17, 2015 5:16 pm
By Dr. Don Taylor · Bankrate.com

Bankrate periodically publishes the 10 best and worst places to retire, as do other publications. Who comes out on top or the bottom depends largely on the factors used and weights assigned to those factors.

Tuesday, August 11, 2015 5:20 pm
By Dr. Don Taylor · Bankrate.com

According to Vanguard, 27% of participants in voluntary enrollment plans contributed below the level required to receive the full employer matching contribution in 2012.

Tuesday, August 11, 2015 5:05 pm
By Dr. Don Taylor · Bankrate.com

When it comes to developing a strategy for claiming Social Security benefits, there’s not 1 decision that’s right for everyone. There are a lot of variables.

Saturday, August 08, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

The point of having a transportation plan in retirement is to anticipate how you are going to get around in your community after you aren’t able to do it on your own.

Wednesday, August 05, 2015 4:01 pm
By Dr. Don Taylor · Bankrate.com

There’s a window for enrolling in Medicare Part B that extends from 3 months before your 65th birthday to 3 months after the month you turn 65.

Monday, August 03, 2015 2:51 pm
By Dr. Don Taylor · Bankrate.com

The expected growth of robo-advisers over the next 5 years points to the unmet need of investment advice for small investors.

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