Tag Archives: Jean Chatzky

4 ways to max out your retirement contributions

This year, the IRS has increased limits on 401(k) and other employer retirement accounts: Instead of the $17,500 employees could contribute in 2014, that limit has been bumped up to $18,000. Those 50 or older can contribute an extra $6,000, … Continue reading

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5 things to consider when creating an inheritance of assets

A lot of people associate the word legacy with the wealthy, but the truth of the matter is, planning for the legacy you want to leave is something that transcends your bank account balance. It’s about directing your assets — … Continue reading

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5 tips to help you be rational about a windfall

Whenever you receive a windfall, no matter what the source, there are a lot of emotions involved. That’s particularly true when we’re talking about an inheritance, which tends to come at a time when you’re grieving. As I’ve written in … Continue reading

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4 tips for setting financial goals

It’s nice to think of the New Year as a fresh start, and while you can’t wipe the slate completely clean, turning the calendar page can give you the motivation you need to make some changes to your financial life. … Continue reading

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5 financial tips for women divorcing

It used to be that women were nearly automatically awarded alimony and full custody of the children in a divorce. Not many questions were asked. But these days, mothers are the breadwinners in 40% of households with children under age … Continue reading

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5 tips to keep the cost of moving down

Moving is costly; there’s very little way around it. But it is at times necessary, and at other times worth the investment — when you’re downsizing, for example, or moving for a job that comes with a salary increase. Most … Continue reading

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5 tips for how to prepare to sell your house during a relocation

When it comes time to put their homes on the market, many sellers these days are investing in a bit of home staging — a few new accessories or a fresh coat of (neutral) paint that help a house put … Continue reading

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Tips on charitable giving that won’t hurt your bottom line

Giving to a charity you believe in is an investment of sorts — not the kind you put in your portfolio, but the kind you make in your psyche. People who give back have been shown to sleep better and … Continue reading

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Five tips for a smooth transition to a new job

According to research from the Bureau of Labor Statistics, younger baby boomers — those born between 1957 and 1964 — held an average of 11.3 jobs between ages 18 and 46. Twenty-six percent of those tracked held 15 jobs or … Continue reading

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Retirement saving tips for children during National Save for Retirement Week

We’re in the midst of National Save for Retirement Week . And while I admit it’s not quite as exciting as Peanut Butter Lovers Month (coming up in November), it’s a good opportunity to revisit your retirement savings and make … Continue reading

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