Money Matters

When you convert a Traditional IRA to a Roth IRA you pay income tax on the amount of money being converted.

Should you convert to a Roth IRA?

Money Matters Community Advocate Staff - July 28, 2022 0

By Nance Ebert, Contributing Writer REGION – For many people there is typically some confusion when it comes to retirement savings plans and how best...

Subscribing to one of the less-than-perfect food companies offers you the opportunity to both save money and help reduce food waste.

Save on groceries by buying less-than-perfect foods

Money Matters Community Advocate Staff - August 28, 2023 0

By Nance Ebert, Contributing Writer REGION - Going to the grocery store, especially over the past year of high inflation, has created a lot of...

Older residents of Massachusetts who are struggling financially may get some relief from the state’s Senior Circuit Breaker Tax Credit. Photo/pixabay.com

Massachusetts seniors may be eligible for circuit breaker tax credit

Money Matters Community Advocate Staff - September 10, 2021 0

By Kelley Walker Perry, Contributing Writer BOSTON – Older residents who are struggling financially walk into the Mattapan Family Service Center at 535 River Street,...

While I bonds are not a total answer to inflation, they can play a role in at least reducing it or helping to solve it.

I bonds are an investment that benefits from inflation

Money Matters Community Advocate Staff - August 21, 2022 0

By David Wilkening, Contributing Writer REGION - Inflation news is almost always grim. But I bonds, a low-risk investment that flies under the radar for...

Thrifty Thursdays – AARP’s fall financial series

Money Matters Community Advocate Staff - October 1, 2023 0

By Mike Festa, State Director AARP Massachusetts AARP is working to ensure you have a brighter and more secure financial future. We provide free tools...

Dog Photo by Andreas-CC-BY-NC-ND-2.0.jpg

Estate planning for pets ensures your wishes are honored

Money Matters Community Advocate Staff - October 6, 2021 0

By R. R. Fletcher, Contributing Writer Most people just want peace of mind―to know that the family pet will be loved and cared for after...

Boston-based attorney Marcia Wagner says apart from changing federal estate tax laws, the most important factor in estate planning may be a last will and testament.

How to avoid mistakes in estate planning

Money Matters Community Advocate Staff - August 28, 2022 0

By David Wilkening, Contributing Writer REGION - If you’re considering estate planning, you might be putting it off until you’re older. Keep it simple, you...

The IRS has announced an ambitious plan for improving its customer service, which gets poor reviews from many taxpayers.

IRS launches ambitious plan to improve customer service

Money Matters Community Advocate Staff - October 25, 2023 0

By Debbie Spingarn, Contributing Writer REGION - When Teresa Fern, 52, of Norfolk had her social security number stolen, the IRS (Internal Revenue Service) was...

DCU (Digital Federal Credit Union), is a well-known Massachusetts-based credit union, headquartered in Marlborough. Pictured is the Solomon Pond branch in that city. Photo/Submitted

Credit unions offer an alternative to big banks for consumers

Money Matters Community Advocate Staff - October 12, 2021 0

By Debbie Spingarn, Contributing Writer REGION - If you’re tired of high banking fees, long telephone hold times and poor customer service, maybe your current...

“For lower-income individuals, I would say annuities might still make sense if they don’t plan to leave a bequest,” says Gal Wettstein, senior research economist for the Boston College Center for Retirement Research.. (Photo/submitted)

Are annuities right for you?

Money Matters Community Advocate Staff - September 28, 2022 0

By David Wilkening, Contributing Writer REGION - For decades, people have been buying annuities for a lot of reasons that sounded positive. They are long-term...

Should you convert to a Roth IRA?

Save on groceries by buying less-than-perfect foods

Massachusetts seniors may be eligible for circuit breaker tax credit

I bonds are an investment that benefits from inflation

Thrifty Thursdays – AARP’s fall financial series

Estate planning for pets ensures your wishes are honored

How to avoid mistakes in estate planning

IRS launches ambitious plan to improve customer service

Credit unions offer an alternative to big banks for consumers

Are annuities right for you?

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