Social Security Reminder

Feb 25, 2016 by

Did you get an email reminder to review your annual Social Security Statement online? Did you wonder whether the reminder was legitimate? I did. And do.

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FREE Tax Return Help!

Feb 16, 2016 by

Did you know there’s a good chance you can get FREE tax return help through a couple of IRS programs?

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Auto Insurance Rant

Nov 3, 2015 by

I haven’t published a rant for quite a while. Here’s a doozy.

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Active Management Pitch

Oct 27, 2015 by

MFS Investment Management unashamedly promotes active management. So how does its funds’ historical performance compare to index fund performance?

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2015 Layaway Program!!

Sep 29, 2015 by

I’m excited to announce that, for the third straight year, Money Counselor is sponsoring the World’s Best Layaway Program! Don’t sign up for Walmart’s program until you learn about mine.

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Money Transfer Scams

Sep 24, 2015 by

The story of my mother’s run-in with a scammer trying “the grandmother scam,” and how my brother and I also initially suspected nothing.

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August 24 ETF Calamity

Aug 31, 2015 by

If you own ETFs, for your own protection you must understand what August 24th’s price crash revealed about the risks of these investments.

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Another Wall Street Fleece

Aug 4, 2015 by

Let’s say after cumulative contributions of $25,000 during your working years, in retirement you’ve withdrawn over the last two years all of a brokerage account’s balance—$60,000—to pay retirement living expenses. You’ll have to cough up $35,000 if Madoff-style fraud thenbankrupts the brokerage.

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United Airlines Shakedown?

Jul 24, 2015 by

How would you react to this from a retail cashier: “Oh I’m sorry, but the price marked on the item is not the real price. You have to pay the real price.” Would you suspect a scam?

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Medical Credit Cards

Jul 16, 2015 by

Think your doctor or dentist or vet is doing you a favor by offering a credit card right in her or his office to help you pay for procedures? Guess what I think? 🙂

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