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Roth IRA

Money Matters – Mid-Year Tax Planning: Retirement Plan Contributions

It’s midyear and this is a good time to review your retirement accounts.

WBZ NewsRadio 1030–07/27/2011

Money Matters – Money Goals For Families: Newlyweds

Let’s start the week where most of us begin, being a newlywed couple.

WBZ NewsRadio 1030–06/27/2011

Study: Women Lack In Understanding When It Comes To Investing

More women are getting involved in family finances, but research shows they may not know where to begin. Women lag behind men when it comes to investing.


Financial-Planning Tips For Women

A recent survey found more women are taking an active role in their family’s finances. That same poll found many feel they’re not as well versed in these matters as they’d like top be, however.


Money Matters – IRAs: Getting Your Money Out

Minimum required distributions known as MRDs normally must begin at age 70½ for your IRAs except the Roth IRA.

WBZ NewsRadio 1030–05/27/2011

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 – 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 File

Money Matters – Taxing Times: Not Too Late To Do Some Retirement Planning

Paying taxes is a privilege; it’s the price we pay for living in a civilized society.

WBZ NewsRadio 1030–03/03/2011

(credit: WBZ)

How Do You Find Scholarships For Current College Students?

Q&A with audience and panel: how do you find scholarships for current college students?

WBZ NewsRadio 1030–03/01/2011