Should We Buy or Keep Renting?

Mark TalercioFebruary 25, 2020Jill Schlesinger, Jill on Money, rent vs buy, rent versus buy, real estate, mortgage

Warren Buffett released the annual Berkshire Hathaway shareholder letter with the usual fanfare, though this year the news was likely to be tough. After all, the Oracle of Omaha’s Berkshire Hathaway delivered an 11 percent return to its investors, versus the 31.5 percent increase in the S&P 500.

Should We Pay Off the Mortgage?

Mark TalercioFebruary 21, 2020Jill Schlesinger, Jill on Money, IRA, Roth IRA, Roth conversion, mortgage, pay off mortgage, payoff mortgage, Lee Hartley Carter

Retirement Balances Up, Participation Still Low

Here’s some good news on the savings front: retirement account balances hit record highs in Q4 2019, according to Fidelity Investments.

BlogMark TalercioFebruary 19, 2020Jill Schlesinger, Jill on Money, retire, retirement, can I retire?, Fidelity, Secure Act

Do I Need What I'm Being Pitched?

Mark TalercioFebruary 18, 2020Jill Schlesinger, Jill on Money, annuity, annuities, personal finance, retire, retirement

SECURE Act Follow Up Questions

After I wrote about the Setting Every Community Up for Retirement Enhancement (SECURE) Act, I received a slew of questions from readers. Below are some of the most common queries that I fielded. I know that it’s confusing, so keep the questions coming!

BlogMark TalercioFebruary 17, 2020Jill Schlesinger, Jill on Money, Secure Act, IRA, stretch IRA, inherited IRA, Roth IRA

Should I Invest My Emergency Reserve?

Mark TalercioFebruary 14, 2020Jill Schlesinger, Jill on Money, emergency reserve, student loan, student loans, college debt, Indebted, Zaloom, Caitlin Zaloom

Secure Act 101

Mark TalercioFebruary 13, 2020Jill Schlesinger, Jill on Money, Secure Act, RMD, RMDs, Stretch IRA, IRA, Roth IRA, Slott, Ed Slott

Financial Security as an Act of Love

Nearly two-thirds of Americans report that they are delaying traditional life milestones, like getting married and having children, in order to become more financially secure.

BlogMark TalercioFebruary 11, 2020Jill Schlesinger, Jill on Money, love and money, money and love

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