Personal Finance Advice and Commentary

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.

Wednesday, August 19, 2015 7:05 am
By Judy Martel · Bankrate.com

It’s hard to ignore stock market returns, but don’t let them rule your retirement.

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.

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.

Tuesday, August 04, 2015 5:16 pm
By Judy Martel · Bankrate.com

America’s affluent say they’re nervous about volatility

Tuesday, August 04, 2015 5:04 pm
By Sheyna Steiner · Bankrate.com

Americans are shoveling more into 401(k)s now than ever before but some people may be keeping too much in equities, Fidelity Investments reported last week.

Thursday, July 09, 2015 4:17 pm
By Dr. Don Taylor · Bankrate.com

Seniors who want to age in place may need to install features that make it possible to achieve that goal.

Monday, July 06, 2015 7:00 am
By Dr. Don Taylor · Bankrate.com

Investing is for the intermediate to long-term financial goals, like investing for a young child’s college education or meeting your income needs in retirement, especially for those who are in the early to middle years of their career.

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