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How to Retire: A book review
No book will make me an expert, but I don’t need to be. I just need to feel comfortable with our path and our plans.
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Past Articles
Making financial sense of “breaking news”
As researchers and regulators raise alarms about investors encountering misleading financial information, Art Rothschild advises restraint. Impulsive reactions can spoil long-term plans, Art explains in a MONEY TALK VIDEO. […]
Look (and scrutinize) before you leap
By Joel Dresang Scrutinizing is important, but sitting on your hands is more the point. […]
Gender gaps in financial literacy
By Joel Dresang Even with a greater role in family finances, women collectively have shown less confidence and lower scores in financial literacy. […]
When should I …take my required minimum distribution?
Another frequently asked question on moves investors should consider: When to take required minimum distributions from IRAs.
Financial literacy test – The answers
Test your financial literacy See how you did answering questions in this financial literacy test devised by researchers at George Washington University and the University of Pennsylvania. The correct answers are in bold. 1. Suppose you had $100 in a savings account and the interest rate was 2% per year. After 5 years, how much…
Retirement: Thinking about spending
Although retirement is the most expensive purchase we’ll ever make, only 34% of workers have estimated their retirement expenses.