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• Home Ownership & Mortgages
• I Bonds & Tips
• Income Investing
• Retirement
• Social Security

• Future Tax Bills: Why the young should save with a Roth

  Q. I am 30 and will be getting married this August. Combined, my fiancée and I have $115,000 in Roth IRAs, $53,000 in our 403(b) accounts, $37,000 in taxable accounts, and $10,000 in a variable annuity that we plan not to touch for 40 years. In "The... Posted Jun 30 2006, 10:46 AM by scottb with | with 1 comment(s) Filed under: Medicare & Generational Storm, Q&A (from print)

• Making Good Use of an Expensive Universal Life Policy

  Q. We bought a universal life policy about 18 years ago in the amount of $155,000. Now the policy is being eaten up by charges as I get older. The cash value is now about the same as when we began, about $39,000. The cash value will be wiped out in about... Posted Mar 23 2006, 12:21 PM by scottb with | with no comments Filed under: I Bonds & Tips, Medicare & Generational Storm, Q&A (from print), Retirement

• Can Anything Go Wrong with Energy Investing?

  Houston reader R.C. writes: "In one of your columns, you said you would always have part of your money in an energy fund. I teach chemistry in a Houston college. For 10 years I have been telling my students there is a good chance the world would have... Posted Aug 09 2005, 02:14 PM by scottb with | with no comments Filed under: Income Investing, Medicare & Generational Storm, Q&A (from print)

• How To Stretch Fixed Income Investments

  Q. My father and mother live in an assisted living apartment near me. They are in their late 80's. He has health problems and early stage Alzheimer's. She has had several small strokes and falls. She uses a wheel chair most of the time. Her mind is quite... Posted Aug 16 2004, 02:51 PM by scottb with | with no comments Filed under: Income Investing, Medicare & Generational Storm, Q&A (from print)

• How To “Optimize“ Your Credit

  Q. I have a home mortgage question. I am evaluating a job opportunity in the mid west. My dilemma concerns my personal debt. I have about as much credit card debt (about $50,000) as I do ownership in my house (estimated selling price minus principle left... Posted Feb 12 2004, 09:43 AM by scottb with | with no comments Filed under: Home Ownership & Mortgages, Medicare & Generational Storm, Q&A (from print), Social Security