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Liz Weston

Liz Weston

Liz Weston, CFP®, is a personal finance columnist, co-host of the "Smart Money" podcast, award-winning journalist and author of five books about money, including the bestselling "Your Credit Score."

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues59SubscribersRead lizweston1.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Q&A: Should we be investing so heavily in stocks after retirement?

Dear Liz: My wife and I are blessed to have a very significant income from real estate holdings that will provide us with almost enough money to live on very well for the rest of our lives. That leaves retirement accounts and Social Securit...

10 days ago
3
0

Q&A: Should I delay my pension payments as long as possible?

Dear Liz: I work for a local government and my job offers a pension as well as a 457 deferred compensation plan. If I delay starting my pension, will it have the same 8% growth that Social Security offers? Is my 457(b) plan much better than...

17 days ago
3
0

Q&A: Was it a mistake to incur a large tax bill?

Dear Liz: We are a retired couple in our late 70s. I worked as a carpenter and my wife worked as a nurse. We saved and invested for the long haul with a well-known discount brokerage. Last summer, we were wooed by another financial services...

23 days ago
3
0

Q&A: How do I get tax forms from my online bank?

Dear Liz: I have a savings account and a revocable trust money market account with an online bank. They provide the 1099-INT tax form for the savings account as a downloadable file. However, they do not provide a downloadable form for the t...

a month ago
4
1

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  • Liz Weston

    Liz Weston, CFP®, is a personal finance columnist, co-host of the "Smart Money" podcast, award-winning journalist and author of five books about money, including the bestselling "Your Credit Score."

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