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Jill on Money
Jill Schlesinger, Certified Financial Planner® and CBS News Senior Business Analyst, draws on her career as an investment advisor to prepare readers for creating future optoins for themselves and their families--and for having fun along the way. Schlesinger also welcomes questions from readers.
Jill on Money Samples
It's time for a spring-cleaning of the in-box. Question: My mother recently passed away and instead of naming me and my siblings as individual beneficiaries of her IRA account, she named "The Estate of ..."
April is Financial Literacy Month and to mark the occasion, the National Foundation for Credit Counseling released a new survey about our money habits and our feelings about our financial lives. In other words, we stink at this money stuff.
The 2014 Employee Benefit Research Institute Retirement Confidence Survey is out and the news is mixed. Nearly two-thirds of all workers -- and 79 percent of full time workers -- have saved for retirement. Why don't we save more?
I have been fielding a number of questions lately that go something like this: "I have just retired/I am just starting out and need help with managing my money, but it doesn't seem like most brokers or advisors want to work with smaller clients.
Exactly two years ago, I wrote a column titled "Coping in a low interest world".
Last year, about two weeks after my father died, I wrote about the process of settling an estate. The experience has been sobering -- I have been like the doctor who suddenly becomes a patient.
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