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Blog Posts

Can We Both Retire?
Mark TalercioFebruary 28, 2020Jill Schlesinger, Jill on Money, Schwab, Charles Schwab, retire, retirement, can I retire?, retirement planning
Tax Season Planning with Ed Slott
Mark TalercioFebruary 27, 2020Jill Schlesinger, Jill on Money, tax, taxes, tax season, Ed Slott, Slott, tax season tips
Investor Panic Prevention Plan 2020
Investor Panic Prevention Plan 2020

Two back-to-back, brutal days of stock selling, which wiped out more than $1.7 trillion in value from the S&P 500, has prompted me to dust off a post that I always have handy: an investor protection plan.

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BlogMark TalercioFebruary 26, 2020Jill Schlesinger, Jill on Money, China, coronavirus, corona, virus, S&P, S&P 500, economy, Wall Street
Should We Buy or Keep Renting?
Mark TalercioFebruary 25, 2020Jill Schlesinger, Jill on Money, rent vs buy, rent versus buy, real estate, mortgage
Buffett on Stocks and Marriage
Buffett on Stocks and Marriage

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.

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BlogMark TalercioFebruary 22, 2020Jill Schlesinger, Jill on Money, Warren Buffett, Buffett, Buffett letter, Buffett annual letter
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
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.

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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
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!

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BlogMark TalercioFebruary 17, 2020Jill Schlesinger, Jill on Money, Secure Act, IRA, stretch IRA, inherited IRA, Roth IRA
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All opinions expressed by Jill Schlesinger and Mark Talercio on this website and on the “Jill on Money” and “Money Moves” podcasts (“the shows”) are solely their opinions and do not reflect the opinions of CBS News, its parent or affiliated companies. You should not treat any opinion expressed on this website or on the shows as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of an opinion. Jill Schlesinger, CBS News, its parent and affiliated companies make no warranty as to the completeness or accuracy of any opinion expressed on this website or on the shows, and any opinion expressed on this website or on the shows should not be relied upon as complete or accurate. Before acting on any information on this website or on the shows, you should consider whether it is suitable for your particular circumstances and seek advice from your own financial or investment adviser.

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