Articles On:financial services

March 7, 2025

Paying for Senior Living: Selling Securities

When older adults consider moving to a senior living community, whether for an easier lifestyle ...

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Senior couple meeting with their financial planner about selling securities to pay for senior living. Image by Dragoscondrea
March 6, 2025

How to Find a Financial Adviser for Retirement Planning

Acing all the key components of retirement planning is akin to getting a perfect score ...

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January 31, 2025

Paying for Senior Living: Retirement Accounts

Moving to a senior living community can involve significant financial expenditures. Some people making the ...

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June 21, 2023

Finding Trustworthy Financial Advisors

Micah Hauptman, director of investor protection for the Consumer Federation of America, offers advice for ...

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January 11, 2023

Reasons to Resist BNPL

Propelled by inflation and the pandemic-driven convenience of online shopping, buy now, pay later (BNPL) ...

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November 23, 2022

Financial Help: A Company For Women

Kiplinger talked to Stacy Francis, CEO of Francis Financial and founder of Savvy Ladies (www.savvyladies.org), ...

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October 4, 2022

Seniors Facing Homelessness

Writer Terri L. Jones calls attention to a serious problem in America: seniors facing homelessness. ...

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homeless older adults at a charity dinner. Photo by Radiokafka, Dreamstime. Seniors facing homelessness: the numbers of homeless older adults are growing, the results are tragic, and the solutions seem far away.
June 29, 2022

Two Important Updates to Credit Reports

Beginning on July 1, 2022, important updates to credit reports will begin to affect consumers’ ...

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Asian woman and medical professional in hospital - photo by Imtmphoto, Dreamstime. Two important updates to credit reports affect consumers’ credit, including medical debt reporting and BNPL (buy-now-pay-later) plans.
April 13, 2022

Consolidating Retirement Accounts

Kiplinger’s Retirement Report looks at the advantages of consolidating retirement accounts, offers tips – and ...

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Eggs in a paper nest, labeled 401K, Pension, and Retire. Having too many complicates retirement planning unnecessarily. There are advantages of consolidating retirement accounts, and there are risks of not doing so: a forgotten account, penalties, and more.
April 6, 2022

How to Appeal and Avoid the Medicare Surcharge

Sandra Block, senior editor at Kiplinger’s Personal Finance magazine, explains the Medicare premiums and discusses ...

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Surprised and Concerned Woman Doing Her Finances. Photo By Alexey Kuznetsov Dreamstime. Sandra Block, senior editor at Kiplinger’s Personal Finance magazine, explains the Medicare premiums and discusses how to avoid the Medicare surcharge and how to appeal this high-income charge if it happens.