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Liz Weston

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

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues73Founded2 years agoLast Issue6 days ago
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Latest Issues

Q&A: Are businesses allowed to charge me to use my credit card?

Photo by Nathana Rebouças on Unsplash

Dear Liz: Lately, I’ve encountered businesses charging a fee to use a credit card either online or at the point of service. This practice seems to be steadily increasing, as I have been hit with fees t...

6 days ago
7
1

Q&A: Should I make my kids beneficiaries of my IRA?

Photo by Joey Yu on Unsplash

Dear Liz: Since retiring, I’ve been converting a traditional pre-tax IRA to a Roth IRA. I’ve got another small pre-tax account that I could do the same with. My reason for converting is that my spouse has a ver...

15 days ago
4

Q&A: How the kiddie tax can derail your inheritance tax strategy

Photo by Andriyko Podilnyk on Unsplash

Dear Liz: I’m about 50 and have two early elementary school children. I make really good money and with the combination of all taxes the last dollar I make is taxed at about 50%.

Thanks for reading!...

22 days ago
4
1

Q&A: Living in your rental? The tax benefits aren’t so clear cut

Photo by Tierra Mallorca on Unsplash

Dear Liz: My husband and I have owned a rental property for 20 years. We’ve never lived in it. Now, we want to get out of the landlord business. We know we’ll have to recapture depreciation, but we alwa...

a month ago
7
2

Q&A: Will Taking Social Security at 62 Affect Your Spousal or Survivor Benefit?

Photo by Junior REIS on Unsplash

Dear Liz: I am a teacher, retiring this June. I have my teacher’s pension and will receive a small Social Security benefit as well. I am married and my husband’s Social Security benefits are far greater tha...

a month ago
4

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  • Liz Weston

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

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