When did you last check the balance of your 401(k)? Many workers have seen their 401(k)s plummet, and some have decided the best way to deal with it is not to look. ...more

February 10, 2009

Talk about kicking investors when they're down. A required year-end practice by mutual funds is about to whack many people with capital gains taxes when funds already have declined by as much as 40 percent this year. ...more

November 16, 2008

My wife and I are 65. I work full time and my wife, part time. We'd like to sell our house because it's too big for us. But we know this is not a good time, so we're waiting for the market to improve. In the meantime, we're paying an extra $500 a month on our mortgage. We have a balance of $155,000, and the house was appraised at $240,000 in March. ...more

November 9, 2008

Wall Street is showing signs of settling down but the economy is still quite troubled, so putting money into funds that focus on dividends might help some investors regain their confidence in the market. ...more

November 9, 2008

LAND O' LAKES - The bad news that the Pasco County School Board heard Tuesday surprised no one. ...more

October 8, 2008

If you're in the market for a mutual fund, you'll want to make sure to pick the right one. There are hundreds of funds to choose from. So how should you go about investing in the right one? ...more

August 17, 2008

Regarding "401(k) Rule Finally Reveals Hidden Fees" (Our Opinion, July 24): The new rule proposed by the Department of Labor that investors be told how much they are being charged for management of their assets in 401(k)s is definitely a move in the right direction. Similar transparency of management and administrative fees being charged investors by all mutual funds and financial managers of other peoples' money needs to happen. It is unacceptable to me as it should be to all investors that someone can have their hands in my wallet, help themselves to my money and not have to tell me how much they are taking and when they took it! ...more

July 27, 2008

It's time to devote another column to answering your e-mails, because I know the readers below aren't alone in worrying about their investments and wondering how to keep their credit reports clean. ...more

July 27, 2008

I am interested in obtaining information regarding the sale of units in an adult community, a 55-plus community. ...more

June 19, 2008

Baby boomers are quitting the work force, so Wall Street's going to work. Its latest pitch: "payout" mutual funds that provide retirees with regular income. These funds come on the heels of a slew of new income-generating insurance products, including immediate-variable annuities, "longevity insurance" annuities and tax-deferred variable annuities with living benefits. ...more

December 9, 2007