Latest articles by Susan B. Garland
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A Prescription to Pay Retiree Health Costs
retirement Health care is a significant line item in a retiree's budget. These strategies can help ease the pain of medical costs.
retirement -
Avoid the Pitfalls of Self-Directed IRAs
IRAs Self-directed IRAs, which allow you to invest in most anything, are complicated vehicles.
IRAs -
Tax Savvy Moves Retirees Should Make Before the New Year
retirement Take these steps to trim your 2011 tax tab.
retirement -
Future of Medicare Up for Debate
retirement Workers approaching retirement -- and many current retirees -- should plan to sock away more money for future health care costs.
retirement -
Lower Drug Costs in the Doughnut Hole
retirement The coverage gap in the Part D prescription-drug plan has started closing through a combination of government subsidies and drug-company discounts.
retirement -
A To-Do List for the Surviving Spouse
Making Your Money Last This checklist can help widows and widowers figure out which tasks to address early on, and which ones can wait.
Making Your Money Last -
Build a Nest Egg When You Work for Yourself
retirement The self-employed have several options when it comes to making tax-deferred contributions for retirement.
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Leave a Letter of Instruction to Your Heirs
retirement Gathering the details about your personal finances now can spare your family a lot of aggravation later.
retirement -
Did You Take Your Medicine Today?
spending A FICO score predicts whether you are using medicine as directed.
spending -
Appeal a Decision by Social Security
retirement Beneficiaries can seek a reevaluation of most benefit decisions.
retirement -
New Estate Tax Law Can Trap the Unwary
taxes Give your estate plan a tune-up to ensure that it holds up no matter what Congress does in the future.
taxes -
Save for Medical Costs With an HSA
retirement A high-deductible insurance plan coupled with a health savings account can offer big tax breaks.
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Make the Right Moves to Boost Benefits
retirement Maximize Social Security benefits with these strategies.
retirement -
If Interest Rates Rise, Bonds or Bond Funds?
investing A fixed-income investor should weigh the pros and cons of owning individual bonds versus shares of bond funds.
investing -
Tracking Your Basis is Worth the Work
investing Knowing the amount of money you invested in a stock can help you hold on to more of a gain or make the best of a loss.
investing -
The Financial Toll of Alzheimer's Disease
Financial Planning for Alzheimer's If a loved one is diagnosed with Alzheimer's, move quickly to get finances and estate plans in order.
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Beware Reverse Convertibles
investing Double-digit yields on these securities may seem tempting, but you risk losing part of your original investment.
investing -
Don't Get Trapped By Medicare Enrollment Rules
retirement The rules for enrolling in Medicare are strict, and the cost of making a mistake can be high.
retirement -
Ready Your Nest Egg for the Worst Case
Making Your Money Last Testing your portfolio for a 'black swan' market event could up the chances your nest egg will last a lifetime.
Making Your Money Last -
Claiming Social Security After a Divorce
retirement Even though the marriage is over, you may be entitled to claim benefits based on the earnings record of your ex-spouse.
retirement -
Simplify Your Financial Life
Financial Planning Now is the perfect time to do some financial spring cleaning, from tossing old papers to digitizing important documents.
Financial Planning -
Health Care Reform: What It Means for Retirees
retirement Changes to Medicare and to the individual insurance market will affect retirees. Here are key details that you need to know.
retirement -
Landmarks on the Road to Retirement
retirement Get the skinny on these four age milestones in retirement -- and what they mean for you and your financial security.
retirement -
Withdrawal Strategies That Break the Rules
Making Your Money Last In some cases, it might be better to tap your tax-advantaged accounts first to help your money last longer.
Making Your Money Last
