Sage Investment Club

I’m still working at 75: Do I need to take RMDs from my 401(k)? 

Dear Fix My Portfolio,  I retired from the U.S. Postal Service in 2004 and have a yearly pension from the Office of Personnel Management (OPM). I also work part time at a big hardware chain and have a portion of my salary placed in the company’s 401(k). I have been working there for four years […]

Last year, one woman told MarketWatch she was on hold for 7 hours, but the IRS says customer service will improve this tax season. And now? A big test lies ahead.

Last year, tax preparer Kathy Brown called the Internal Revenue Service, and took her daughter to a gymnastics class while her husband stayed on hold, ready to patch in Brown once an employee picked up.Seven hours later, after sitting through the gymnastics class and returning home, the Warsaw, Ky.-based enrolled agent found her husband still […]

Wayfair, Meta, Apple and more

The Spotify logo on a smartphone arranged in Saint Thomas, U.S. Virgin Islands, on Saturday, Jan. 29, 2022.Gabby Jones | Bloomberg | Getty ImagesCheck out the companies making headlines in midday trading.Wayfair — Shares of the furniture retailer jumped 24.1% on Monday after Wayfair received upgrades from multiple Wall Street firms, include a double upgrade […]

Wayfair, Salesforce, Paypal and more

Salesforce signage outside office building in New York.Scott Mlyn | CNBCCheck out the companies making the biggest premarket moves:Advanced Micro Devices — The semiconductor maker rallied nearly 3% after being upgraded by Barclays to overweight from equal weight, which said it sees potential upside from direct-current and generative artificial intelligence. The firm also upgraded Qualcomm […]

Opinion: Cognitive decline in a loved one: how to spot it, what to do

Both as a financial adviser and in my prior role as an attorney, I’ve seen families struggle with cognitive decline of an aging parent. Financial and estate planning can’t take away the heartache, but they can help families avoid some wrenching situations.In this article, I’ll share two scenarios drawn from real-life circumstances I’ve observed. One […]

Yellen warns of ‘global financial crisis’ if US debt limit agreement isn’t reached

CNN  —  Treasury Secretary Janet Yellen on Friday warned of the widespread global effects that could be felt if the federal government exhausts extraordinary measures and fails to raise the debt ceiling, telling CNN’s Christiane Amanpour about the ways everyday Americans could face stark consequences. Yellen’s warning comes after the United States on Thursday hit […]