This week’s top story: As rates fall, should you refinance your student loans? In other news: Weekly mortgage rates rise for 6th straight week, where the candidates stand on personal finance ...
Dear Liz: We replaced our original, fire-vulnerable cedar shake roof with 40-year asphalt shingles 17 years ago. I know that home improvements are added to the basis for capital gains calculatio...
Dear Liz: It’s been over 25 years since we paid for a living trust from a lawyer. We have since misplaced the original document. Our house is all paid up and we have one child. In case of our ...
https://asklizweston.com/long-overdue-to-dust-off-that-living-trust/
Dear Liz: Would it make sense to pay off a low-balance, refinanced mortgage at 3% using a portion of my wife’s 401(k)? Would that not be better than paying the mortgage off from my IRA? I am 7...
This week’s top story: Student loan ‘financial hardship’ forgiveness. In other news: What $20 gets you at gas stations in each state, holiday airfare is down, and when it pays to know you...
Dear Liz: My husband and I were married for 23 years before his passing in 2009. I am now 58 and have been told that I can only receive survivor’s benefits at the age of 60. However, an earlie...
https://asklizweston.com/qa-timing-on-social-security-survivor-benefits-depends-on-dependents/
Dear Liz: My wife is in the process of being named executor for her late sister’s estate. There are several medical bills, including some that have been sold to collection agencies. Our unders...
https://asklizweston.com/qa-for-estate-executors-unpaid-medical-bills-can-be-daunting/
Dear Liz: My husband and I created a living trust about six years ago. How often do we need to review it with an attorney if we’ve had no major life changes? Answer: You’re already overdue....
https://asklizweston.com/qa-after-creating-a-living-trust-dont-forget-to-review-it/
Dear Liz: I did not enroll in Part D prescription coverage when I enrolled in Medicare in 2005 because I was not taking any prescriptions at the time. When I enrolled a few years later, I was pe...
This week’s top story: Weekly mortgage rates rise, but long term expectations are lower. In other news: In-app deals and rewards, how to take control of awkward money conversations, and how Tr...