Personal Finance Advice and Commentary

Wednesday, April 15, 2015 6:00 pm
By Dr. Don Taylor ·

Now’s the time to consider other ways to reduce future required minimum distributions (RMDs) too, such as Roth conversions and purchase of a qualified longevity annuity contract.

Friday, April 03, 2015 9:13 am
By Dr. Don Taylor ·

Considering health care costs, a long-term care strategy and managing longevity risk, the goal of not running out of retirement income requires a lot of financial planning.

Monday, March 30, 2015 3:09 pm
By Jennie L. Phipps ·

Moving to The Villages, the fastest-growing retirement community in the U.S., requires a healthy retirement income.

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

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.

Friday, January 09, 2015 7:00 am
By Dr. Don Taylor ·

If your children moved away from where they were raised, you may want to consider following them in retirement.

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

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

Wednesday, October 22, 2014 8:00 am
By Dr. Don Taylor ·

Delayed retirement credits are earned when workers delay receiving benefits after their full retirement age up to age 70.

Friday, October 10, 2014 9:14 am
By Jean Chatzky ·

If you want to maximize every dime of your Social Security money, you need a strategy.

Wednesday, October 01, 2014 10:39 am
By Dr. Don Taylor ·

Does a dividend reinvestment plan still make sense when a senior starts depending on the portfolio for retirement income?

Monday, September 08, 2014 6:00 am
By Dr. Don Taylor ·

Target-date funds are mutual funds — and now exchange-traded funds, too — that invest in a combination of stocks, bonds and cash equivalents.

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