Jul 25, 2015 by Dayana Yochim8 Reasons Your Social Security Disability Claim Was RejectedDon’t get turned down for disability benefits because of application mistakes. Know the rules and be armed with the right information to make your case.
Jul 23, 2015 by Dayana YochimIRA Eligibility: Can I Contribute to an IRA in 2015?Based on your age, income, tax filing status, and other factors, here’s how to figure out how much you are allowed to contribute to a traditional, Roth, Spousal, or SEP IRA.
Jul 23, 2015 by Dayana YochimWhat Is a Nondeductible IRA? (And 6 Reasons You'd Even Bother With One)Everything you need to know about nondeductible IRAs, and what to do if it’s your only IRA option.
Jul 23, 2015 by Dayana YochimSpousal IRA Rules for Couples in 2015A spousal IRA is a key way for nonworking spouses to save for retirement. Here are the IRA rules for couples.
Jul 23, 2015 by Dayana YochimRoth IRA vs. Traditional IRA: Which Type of Account Should I Choose?Answer these 11 questions to help you figure out which type of account is right for you.
Jul 23, 2015 by Dayana YochimAre You Emotionally Ready for Retirement?Retirement is a major transition. And while it may be a happy one, it's stressful. Here are four things you can do to ease into your new lifestyle.
Jul 23, 2015 by Dayana YochimEmergency Fund Guidelines: Do You Really Need 3, 6, or 12 Months?What’s wrong with the “save 3-to-6-months of your income” rule and how to calculate how much you really need for a cash cushion.
Jul 22, 2015 by Dayana Yochim8 Ways to Avoid a Nanny Tax NightmareDon’t let the IRS catch you paying your household helper under the table.
Jul 20, 2015 by Dayana YochimSocial Security Disability Requirements: 5 Things You Need to KnowTwo-thirds of disability applications are rejected. Here’s how to boost the odds of being approved.
Jul 19, 2015 by Dayana YochimAre You Emotionally Ready for Retirement?Four things to do so that you don't end up hating retirement.
Jul 17, 2015 by Dayana YochimNanny Tax Rules: Not Just for People With NanniesGot a yard guy? A home health aide? Live-in cat minder/goldfish psychic? Watch out: You may be on the hook for employment taxes.
Jul 15, 2015 by Dayana YochimEstate Planning Checklist: How to Protect Your Future, Your Family, and Your PropertyA to-do list for preparing an estate plan and avoiding any serious omissions or mistakes.
Jul 13, 2015 by Dayana YochimJoint vs. Separate Bank Accounts: The Right Mix for Financial HarmonyMine, yours, or ours? Deciding whether or not to combine your financial lives, and if so, how far the merger should go.
Jul 9, 2015 by Dayana YochimOMG! The NYSE Just Went Cray-Cray!How did you react when trading was halted on the NYSE?
Jun 21, 2015 by Dayana YochimRoth IRA vs. Traditional IRA: Which Type of Account Should I Choose?11 questions to help you figure out which type of account is right for you.
Jun 21, 2015 by Dayana YochimStop Believing These 7 Credit Score MythsBad advice can wreck your credit.
Jun 18, 2015 by Dayana YochimWhat Is a Nondeductible IRA? (and 6 Reasons You'd Even Bother With One)Everything you need to know about nondeductible IRAs, and what to do if it’s your only IRA option.
Jun 17, 2015 by Dayana YochimWhat Is a Roth IRA?How it works, what’s the deal with taxes, why choose a Roth over another type of IRA, and how to figure out if you’re eligible to contribute.
Jun 17, 2015 by Dayana Yochim, Robert Brokamp, and Alison SouthwickHow to Ask for a RaiseAdvice from the guy who signs our paychecks on how to successfully negotiate a raise. Also, the morality of defaulting on student loans and a free financial life planning website we like.
Jun 14, 2015 by Dayana YochimAwkward Money Situations: Do You Have a Will?How to find out the state of your parents' estate plan without sounding like a vulture.