Liz Weston

If he still hasn't reached out, however, you should start looking for a new accountant who can help you sort this out

Paying for a financial plan means shelling out more money up front, but you'll get the opportunity to check out the advisor's approach, communication style and attention to detail before entrusting them with your investments.

Since most issuers use near-wholesale exchange rates, travel experts typically recommend using credit cards without foreign transaction fees to save money.

Dear Liz: My husband and I both waited until age 70 to start Social Security.

There's a (sometimes) big difference between survivor and spousal benefits.

Dear Liz: Your recent column about how to distribute estimated tax payments over the year (equal versus backend loaded) may have missed an important nuance

A conversion could make sense if your current tax rate is lower than the one you’ll have once you start required minimum distributions.

The original writer stated that they received the majority of their income at the end of the year, and most of it was dividends from their brokerage account.

Late-in-life Roth conversions can be tricky. The amount you convert is added to your current taxable income and in some cases could trigger a big tax bill.

Did you know you can pay Medicare premiums from my health savings account?