Personal Finance Advice and Commentary

Friday, February 27, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

There are several excellent driver training programs aimed directly at older drivers. These include AARP’s Driver Safety program and AAA’s Senior Driver courses.

Wednesday, February 25, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

Waiting until at least full retirement age gives you a full benefit and some options you don’t have by filing early.

Tuesday, February 24, 2015 3:15 pm
By Dr. Don Taylor · Bankrate.com

The overall costs for new long-term care insurance coverage increased 8.6 percent compared to last year’s survey.

Monday, February 23, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

The Roth IRA and the Roth 401(k) are funded with after-tax dollars, but qualified distributions are tax-free in retirement.

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

The decision about where to retire can come up more than once. There’s even a term for it. It’s called the two-step retirement.

Thursday, February 19, 2015 6:00 pm
By Dr. Don Taylor · Bankrate.com

Snowbirds who migrate to southern states should check with that state’s DMV to see what’s required in the way of registration and insurance on their vehicle.

Tuesday, February 17, 2015 6:00 pm
By Dr. Don Taylor · Bankrate.com

Investing in global mutual funds where the investment manager hedges some or all of the portfolio’s foreign exchange exposure is likely to be the easiest approach for the individual investor.

Monday, February 09, 2015 6:30 pm
By Dr. Don Taylor · Bankrate.com

Investors who wouldn’t dream of buying on margin in their brokerage account, decide that they will borrow against the equity in their home to invest in the market.

Friday, February 06, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

Financial professionals are often paid investment fees based on an assets under management (AUM) model, where the client pays a percentage of the retirement portfolio’s valuation for the adviser’s services.

Wednesday, February 04, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

Read the fine print when you work with your investment professional. While they tend to be knowledgeable about taxes, there’s a disclaimer somewhere that they aren’t providing you tax advice.

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