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Questions From Listeners: Zero Investing

My wife and I both turn 40 this year. We have about $300,000 saved in our retirement plans.

WBZ NewsRadio 1030–02/08/2012

Savings, Money, Funds

New Year’s Resolutions: Save More Money

Saving more always seems to rank in the top five resolutions for the New Year.

WBZ NewsRadio 1030–01/19/2012

(Photo by Chip Somodevilla/Getty Images)

Questions From Listeners: Should I Invest In A Roth Or Traditional IRA?

Should I Invest In A Roth Or Traditional IRA? My standard answer is; it depends.

WBZ NewsRadio 1030–12/08/2011

(Photo by Tim Boyle/Getty Images)

Year End Tax Planning: Increase Your Deductions For 2011

I don’t know what Congress is planning to do regarding tax changes.

WBZ NewsRadio 1030–12/02/2011

Money Matters – Save For Retirement Week: Retirement Plan Limits

You may have a 401(k), a 403(b) which is for nonprofit organizations such as schools and hospitals, a 457 plan which covers state, county and city employees and there is a Thrift Savings Plan for federal employees.

WBZ NewsRadio 1030–10/18/2011

Money Matters – More Dumb Money Moves: Common Mistakes Employees Make With Retirement Plans

The Common Mistakes Employees Make With Their Retirement Plans

WBZ NewsRadio 1030–09/29/2011

Money Matters – IRAs: Spousal IRAs

This particular IRA benefits the “at home nonworking spouse”, a term coined by Congress in its infinite wisdom.

WBZ NewsRadio 1030–05/25/2011

Money Matters – Show Me The Money: Invest In Your Retirement

Retirement planning should start with your first job.

WBZ NewsRadio 1030–03/23/2011

Money Matters – Taxing Times: Planning For 2011

This is a good time to start your tax planning for this year.

WBZ NewsRadio 1030–03/04/2011

Tax Form

Money Matters – Taxing Times: Should You Itemize?

Close to 48 million taxpayers take the time to fill out all those formidable long 1040s and use their deductions, over $1 trillion in deductions.

WBZ NewsRadio 1030–02/15/2011

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