Personal Finance Advice and Commentary

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.

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.

Monday, January 05, 2015 11:28 am
By Judy Martel · Bankrate.com

More couples are remarrying, resulting in unique financial planning challenges.

Wednesday, December 10, 2014 10:42 am
By Dr. Don Taylor · Bankrate.com

You’ll need a retirement plan that’s flexible as you age. A financial adviser can help.

Thursday, November 20, 2014 6:05 am
By Paula Pant · Bankrate.com

Here are three important year-end financial planning moves to consider.

Monday, September 15, 2014 8:00 am
By Dr. Don Taylor · Bankrate.com

Too many financial decisions are made in isolation, and not by looking at the big picture.

Monday, September 08, 2014 9:00 am
By Dr. Don Taylor · Bankrate.com

Investment advisers typically measure a client’s degree of risk aversion as part of the process of making investment recommendations and building client portfolios.

Monday, August 11, 2014 6:00 am
By Dr. Don Taylor · Bankrate.com

Robo-advisers are changing how middle-class Americans with smaller portfolios get investment advice.

Thursday, July 31, 2014 4:54 pm
By Sheyna Steiner · Bankrate.com

Setting goals and formulating a plan to get there helps investors stay on the straight and narrow.

Monday, July 14, 2014 7:05 am
By Dr. Don Taylor · Bankrate.com

The DOL, SEC and FINRA warn advisers on how they provide retirement advice. Seniors need to review advisers’ qualifications for providing financial advice.

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