Savings

Refund Money, Taxes, Contributions

The Roth IRA

A Roth IRA is my favorite way to save for retirement. You use after-tax dollars to make your contributions and when you withdraw the funds you will not owe income tax, including the money the Roth has earned.

WBZ NewsRadio 1030–05/14/2015

Photo Credit Thinkstock

The Spousal IRA

A Spousal IRA is used for an unemployed or underemployed spouse.

WBZ NewsRadio 1030–05/13/2015

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

The Rollover IRA

A Rollover IRA allows you to receive distributions from qualified retirement plans and not pay tax on the distribution.

WBZ NewsRadio 1030–05/12/2015

Checks, Money, Payment, Loans

The Traditional IRA

These plans were designed to help individuals not covered by retirement plans at work and to give those individuals changing jobs the ability to rollover retirement assets and retain the tax deferred status.

WBZ NewsRadio 1030–05/11/2015

(Photo by Tim Boyle/Getty Images)

Mom & Taxes

Did mom file her tax return this year? Ask her if she wants some help with her tax return.

WBZ NewsRadio 1030–05/08/2015

(PATRICK PLEUL/AFP/Getty Images)

Is Mom Adequately Insured?

Look for all of mom’s insurance policies and review them. Be sure you have the current policy and that the premiums are paid.

WBZ NewsRadio 1030–05/07/2015

Haven From Hunger in Peabody has turned to local restaurants to feed families. (WBZ-TV)

Is There Enough Money For Mom’s Lifestyle?

According to the National Council on Aging, more than 13 million older adults are considered economically insecure, living on less than $22,000 a year.

WBZ NewsRadio 1030–05/06/2015

Craigslist Killing Case

What’s Mom Done With Her Stuff?

Every mom I know has stuff she has been saving for years. If you can get her stuff organized, her life and probably yours will be so much easier.

WBZ NewsRadio 1030–05/05/2015

Mother, Family, Daughter, Talking

Taking Care Of Mom

Next Sunday is Mother’s Day. I would like to spend this week talking about moms and the care we may have to someday provide for them.

WBZ NewsRadio 1030–05/04/2015

Family, Kids

Estate Planning For All

Estate planning is a key element in any financial plan no matter what your age.

WBZ NewsRadio 1030–05/01/2015

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