February 2019
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Thinking of retiring?

If so, the Social Security Administration provides some valuable Web site resources — including “Taking the Mystery Out of Retirement Planning” — that can help you determine how much money you can expect to need in retirement.

The report is written in a jaunty style — emulating a mystery story — and includes a retirement [...]


Many — myself included — bewail the absence of basic personal financial management education in our schools. I, for one, had to rely on my Dad for a few hasty lessons on how to manage a checking account, before I set off for college.

Of course, that was before the Internet.

MyMoney.gov is one site I [...]

Password management (idea #1)

How, in heaven’s name, are we to remember all of our passwords, especially since we’re told (a) not to use the same password for everything, and (b) not to store them electronically? Help us!

In Upgrade Your Life: The Lifehacker Guide to Working Smarter, Faster, Better (2nd edition; Wiley Publishing, Inc.; Indianapolis; 2008), author Gina Trapani [...]

Helpful resources from Kiplinger

The May issue of Kiplinger’s Personal Finance magazine arrived in my mailbox today, and with it, a terrific cover story called, “Financial Fixes in 15 Minutes (or Less).” You’ll likely be seeing some of those good ideas shared here along the way, but for now, head on over to the magazine’s Web-only companion article, “Save [...]

When your elderly parents clearly need help handling finances

From Forbes.com, here’s an excellent report on steps to take when you’re clued in that your parents are slipping in their attention to routine personal financial affairs.

The Forbes report fails to mention, however, the American Association of Daily Money Managers (AADMM) as another resource; visit AADMM’s Web site to locate a qualified daily money manager [...]