Year-End Money Moves 2023
Focusing on money is a tough sell at this time of year, but a little bit of energy now could help you save or make some money in the future.
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Blog Mark Talercio December 1, 2023 Jill Schlesinger , Jill on Money , Eye on Money , MoneyWatch , retire , retirement , retirement planning , retirement checkup , Roth IRA , early retirement , can I quit? , can I quit my job? , can we retire? , can I retire? , Year end tax planning , year-end planning , year-end money tips
Charitable Giving 2023
With Giving Tuesday kicking off the year-end charitable season, here are some updated giving tips for 2023.
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Will Holiday Spending Pump Up or Peter Out?
There is little evidence that the consumer is rolling over and retrenching, which could mean that the much hoped for “soft landing” may become a reality after all.
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Blog Mark Talercio November 17, 2023 Jill Schlesinger , Jill on Money , Eye on Money , MoneyWatch , retire , retirement , retirement planning , retirement checkup , Roth IRA , early retirement , can I quit? , can I quit my job? , can we retire? , can I retire? , retail sales , holiday shopping
The Fed’s Last Mile
Fed actions have helped cool inflation, without pushing the economy into a recession, at least so far.
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Blog Mark Talercio November 11, 2023 Jill Schlesinger , Jill on Money , Eye on Money , MoneyWatch , retire , retirement , retirement planning , retirement checkup , Roth IRA , early retirement , can I quit? , can I quit my job? , can we retire? , can I retire? , Fed , Federal Reserve , Powell , Jerome Powell
Healthcare Open Enrollment for 2024
As open enrollment packages for healthcare coverage roll in, you might be tempted to tune out and default to whatever you elected for 2023.
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Blog Mark Talercio November 1, 2023 Jill Schlesinger , Jill on Money , Eye on Money , MoneyWatch , retire , retirement , retirement planning , retirement checkup , Roth IRA , early retirement , can I quit? , can I quit my job? , can we retire? , can I retire? , insurance , life insurance , open enrollment
Will Summer Sizzle Fizzle?
Never underestimate the ability of Americans to bounce back from hard economic times.
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Blog Mark Talercio October 27, 2023 Jill Schlesinger , Jill on Money , Eye on Money , MoneyWatch , retire , retirement , retirement planning , retirement checkup , Roth IRA , early retirement , can I quit? , can I quit my job? , can we retire? , can I retire? , Fed , Federal Reserve , interest rates , interest rate hike
The Bond Blitz
Although the central bank only controls short-term rates, intermediate and longer-term rates have followed suit.
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Blog Mark Talercio October 25, 2023 Jill Schlesinger , Jill on Money , Eye on Money , MoneyWatch , retire , retirement , retirement planning , retirement checkup , Roth IRA , early retirement , can I quit? , can I quit my job? , can we retire? , can I retire? , bonds
2024 COLA Fizzles Out
The Social Security COLA for 2024 will be 3.2 percent, which means an average increase of more than $50 per month starting in January.
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Blog Mark Talercio October 12, 2023 Jill Schlesinger , Jill on Money , Eye on Money , MoneyWatch , retire , retirement , retirement planning , retirement checkup , Roth IRA , early retirement , can I quit? , can I quit my job? , can we retire? , can I retire? , Social Security
Estate Planning: A Gift to You and Your Heirs
Over the past year, I have helped settle one estate and have served as co-executor on another. The process has caused me to rethink my usual approach to National Estate Planning Awareness Week.
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Blog Mark Talercio October 10, 2023 Jill Schlesinger , Jill on Money , Eye on Money , MoneyWatch , retire , retirement , retirement planning , retirement checkup , Roth IRA , early retirement , can I quit? , can I quit my job? , can we retire? , can I retire? , estate plan , estate planning
