United States

Gail MarksJarvis

Money disasters can derail retirement

Nov 28 2018

CHICAGO Karyn Golden’s income was approaching $200,000 as she lived a carefree single existence at the peak of her career in Chicago, 20 years ago. She brokered real estate deals, served on boards and lunched with political leaders.  She never imagined she would be where she is now – 70 and down to her last $200 in savings.

How to make the most of your college tax breaks

Nov 14 2018

CHICAGO All that tuition you pay has one silver lining: tax breaks.

Refresh yourself on U.S. tax changes before it is too late

Oct 31 2018

CHICAGO Already seeing winter holiday decorations in your local stores, even though it is just Halloween? In the same spirit, it is time to start prepping for filing your tax return, which is due by April 15, 2019.

Three tax moves to make before the end of the year

Oct 24 2018

CHICAGO Think you are getting a big refund in April when you file the first tax return under the changes in the Tax Cuts & Jobs Act?

Column: Loans could drain U.S. retirement plans by $2.5 trillion

Oct 18 2018

CHICAGO Americans could dig a $2.5 trillion hole in the country's retirement system as they fail to pay back loans taken from workplace retirement plans over the next 10 years, according to a new study from Deloitte Consulting. 

Column: 'Restricted application' can boost Social Security benefits

Oct 10 2018

CHICAGO Waiting until age 70 to claim Social Security benefits is one of the most popular financial strategies for retirement, but it can put couples that retire in their 60s in a bind if they then must wait years for monthly benefit checks to start.

Column: How to create a healthcare safety net for retirement

Oct 08 2018

(This version of the October 3 column was refiled to correct "Has" to "HSA" in paragraph 5)

Preparing for a bear market with your adviser

Sep 26 2018

CHICAGO Douglas Boneparth will never forget the terrified financial planning clients he counseled after Lehman Brothers collapsed 10 years ago.

CORRECTED-COLUMN-Medicare supplement plans are changing: What you need to know

Sep 20 2018

CHICAGO, Sept 19 If you are buying a Medicare supplemental policy in the United States, make sure you choose your insurance carefully over the next few months.

Low-income college students can fall into 'bad hole' with loans

Sep 05 2018

CHICAGO Neither of Deanna Brooks’ parents finished college, but they had high hopes for her.

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