Latest articles by Susan B. Garland
-
Beware Pitfalls of Health Care Subsidy
insurance A spike in income could lead to a big tax bill for subsidy recipients.
insurance -
Boost Your After-Tax Investment Returns
options You can extend the life of your nest egg by carefully managing the tax bite on your portfolio.
options -
Strategies Married Couples Can Use to Boost Benefits
retirement The payoff can be big when spouses carefully coordinate their Social Security benefit claims.
retirement -
Heirs Should Treat Windfall With Special Care
mutual funds You may need to take some initial measures to protect your new wealth, but don't jump into making big decisions immediately.
mutual funds -
Cash Reserves Can Extend Nest Egg's Life
Making Your Money Last A cash cache helps a portfolio withstand the impact of taxes, transaction costs and market volatility.
Making Your Money Last -
Investing in Start-Ups Is Risky Business
Markets Equity crowdfunding offers big opportunities -- and big hazards -- for small investors.
Markets -
Thumbs Down on a Retiree Rule of Thumb
Making Your Money Last Retirees, don't shy away from stocks. New research shows boosting stock allocation during retirement could be a smart move.
Making Your Money Last -
A Pension Strategy That Could Backfire
Making Your Money Last Taking a life-only pension payout and buying life insurance to protect a spouse comes with risks.
Making Your Money Last -
A Tax Credit Can Defray Premium Costs
Tax Breaks If you are buying health insurance through one of the new exchanges, you may qualify for a federal subsidy to cut the costs.
Tax Breaks -
3 Steps to Take Before Filing a Long-Term-Care Insurance Claim
Long-Term Care Insurance To avoid a claim denial, make sure you understand what the policy covers.
Long-Term Care Insurance -
A Retirement Spending Blueprint Will Protect Your Nest Egg
Making Your Money Last Accounting for every possible expense can help you create a withdrawal strategy that ensures your savings will last a lifetime.
Making Your Money Last -
Get a Jump-Start on Your 2013 Tax Tab
taxes With new taxes plus hikes on existing taxes, it is more important than ever to employ strategies to cut your tax bill.
taxes -
Married Same-Sex Couples Get Equal Access to Benefits
Making Your Money Last Supreme Court ruling opens door to tax breaks, health coverage and retirement benefits.
Making Your Money Last -
Try Something New With an Encore Career
careers Many seniors leaving longtime positions are transitioning to jobs that let them pursue their passions.
careers -
Reduce the Risks of the New Tax Scenario
Making Your Money Last Several tax law changes went into effect this year. These moves can help keep your 2013 tax tab in check.
Making Your Money Last -
Tax-Savvy Moves Retirees Can Use to Trim 2012 Tab
Making Your Money Last It's business as usual this tax season with federal tax rates and write-offs mostly unchanged from 2011.
Making Your Money Last -
Tax Breaks for Alzheimer's Care
Financial Planning for Alzheimer's Caring for someone with a chronic illness can be expensive, but these tax-saving moves may help defray some of the costs.
Financial Planning for Alzheimer's -
Candidates Square Off on Medicare Spending
retirement Obama and Romney both aim to slow the rate of growth in Medicare spending, but they differ on how to achieve that goal.
retirement -
The Rules of Retirement for Women
retirement Studies show that most women don't plan for retirement -- and ultimately pay the cost.
retirement -
A New Rule of Thumb For Tapping Savings
Making Your Money Last Bucking the conventional wisdom, tapping a traditional IRA early in retirement could pay unexpected dividends.
Making Your Money Last -
Get a Head Start on Your 2012 Taxes
taxes Make these moves now to trim your 2012 tax tab.
taxes -
Survive the Medicare Enrollment Maze
retirement Miss an enrollment deadline for Medicare, and you could end up with no medical coverage for months and a lifetime of penalties.
retirement -
Insurance to Cover Old Old Age
Making Your Money Last Longevity insurance will provide you income in your much-later years for a smaller cost now.
Making Your Money Last -
Bargain With Hospitals to Slash Big Bills
retirement You have several options to seek a better deal on health care costs.
retirement
