Beth Pinsker, CFP ®

Events Calendar - Beth Pinsker CFP® Author events featuring Beth Pinsker talking about her book "My Mother's Money: A Guide to FInancial Caregiving"

I’m doing a mini book tour for “My Mother’s Money.” Just dropped the details on events in New York, Massachusetts and online. Check it out:

5 Things I Learned From Managing My Mother’s Money Author describes how to ease the frustrations of taking over a parent’s finances

Just published: a mini “excerpt” from my book in AARP magazine (print and online)! Read it here. Preorder now! “My Mother’s Money” comes out Nov 4

We’re going to rig up a shower curtain with magnets to replace the door.

It’s in Gravesend, Brooklyn — quiet little neighborhood right on the path to a K-8 school. We started an insta for it @gravesend_littlelibrary

We’re in our second week, and ours keeps getting vandalized.

1874: Caring for Aging Parents and Their Money Podcast Episode · So Money with Farnoosh Torabi · 09/03/2025 · 34m

Check out this So Money podcast episode I taped with Farnoosh Torabi about my book "My Mother's Money: A Guide to Financial Caregiving." The book is out Nov. 4. You can preorder at any major sell or via my website.

I’m 80 and my RMD is $300,000. What the heck am I supposed to do about my huge tax bill? A teacher turned $600,000 into $6 million and now has a huge tax bill

A $300,000 RMD? What would you do? I answer a teacher who turned $600,000 into $6 million and is now 80, for @marketwatch.com

Newsletter signup: bethpinsker.us18.list-manage.com/subscribe?u=...

Did you miss my Labor Day newsletter drop? Here’s a peek at what you’d see if you’re a subscriber:

I've got a new book/source list newsletter dropping tomorrow for Labor Day. Sign up now so you don't miss out! Get the latest news on "My Mother's Money." Plus, each one comes with a recipe from my mom's files. This one has a savory kugel.

Worried about taxes on huge RMDs? Consider this alternative to Roth conversions. Once you turn 73, there are ways that annuities could help lower your tax burden

So many people worry about large RMDs in retirement. Here's another strategy to consider using annuities. @marketwatch.com

Here’s how I barely talked my 80-year-old relative out of giving $40,000 to scammers He was drawn in by a very sophisticated operation, and it took a lot of logic to convince him it wasn’t real

I had to talk a relative out of a scam in real time recently. Here’s a rundown of that conversation that I wrote up for @marketwatch.com Stay safe out there, everyone.
www.marketwatch.com/story/heres-...

Parents are draining retirement accounts and home equity to pay for college. They should do this instead. Sallie Mae says the average amount taken out in home-equity loans, retirement withdrawals and credit cards all jumped in 2025.

The Common App opened this past weekend. Any other senior-year parents out there like me? I’m staring down making TWO tuition payments at this time next year. I dug into how squeezed families are by the cost of college for @marketwatch.com

I'm 100 days from my book, "My Mother's Money," coming out. Are you signed up for my newsletter? You can get all the latest about it first, plus a bonus recipe from my mother's famous recipe files. Here's a peek at it so you can see what you'll get. Sign up!

America’s 63 million family caregivers are mostly unpaid — and begging for help The figure is a huge 45% jump from 10 years ago, according to a new AARP study.

My latest for @marketwatch.com on the caregiving crisis. @aarp.org @jason4care.bsky.social . If you need help with a caregiving situation, I've got a book coming out in November called "My Mother's Money: A Guide to Financial Caregiving." For now, here's my piece:

Author Geraldine Brooks learned these hard money lessons when her husband died “Memorial Days” is a memoir of grief, but also a practical reminder of the impact of money on anyone’s life.

I got to talk to one of my literary heroes, Geraldine Brooks, about death, grief and money issues that she writes about in "Memorial Days" for my latest @marketwatch.com column.

I’m doing Roth conversions, but my IRA balance keeps going up. When do I stop? Retirement blogger Fritz Gilbert is trying to reduce his future tax burden, but it’s surprisingly harder than he thought.

Interested in Roth conversions? What is your goal? Getting to zero in your pretax accounts might not be feasible. @marketwatch.com

Went out to dinner last night and left my teenagers home alone. Did they party? Make a mess? No, they rescued a hurt pigeon they found when they were walking the dog. It flew off this morning, before I had to drive 45 minutes to a bird rescue.

The world is nuts. Here’s a our first gluten-free sourdough loaf.

Correcting the Social Security Administration About The Big Budget Bill The misleading communication from SSA may add to the confusion many older adults already feel about the complex retirement insurance program.

TPC corrects the record on taxes on Social Security benefits.

Trump Admin claimed "nearly 90% of Social Security beneficiaries will no longer pay fed income taxes on their bens"

50.9% of filers w/SS bens paid the tax before
47.3% now

Only 3.6% no longer pay

taxpolicycenter.org/taxvox/corre...

Beth Pinsker, CFP - Financial Caregiving Questions Ask a question about financial caregiving.Beth Pinsker CFP® You can also ask estate planning, retirement, Social Security, Medicare, Medicaid

Thanks! If you have an urgent question, you can ask it on my website and I will do my best to answer. bethpinsker.com/ask-a-questi...

My Mother's Money: A Guide to Financial Caregiving A Guide to Financial Caregiving

It’s a big book sale day today. You can pick your vendor. If you want to support independent bookstores, you can lock in a great price on my book, “My Mother’s Money” (and help me with preorders) today. Here’s the link. bookshop.org/p/books/my-m...

This is the strangest profile I’ve ever read.

What the megabill means for retirees’ taxes, according to a financial adviser Social Security, Medicare, MAGI and IRMAA: What your new tax return might look like in April if you’re 65 or older.

The megatax bill has a $6,000 senior bonus deduction, but not everyone can use it or will benefit. Financial planning software updated over the weekend, allowing comparisons, so I spoke to an adviser who had run the numbers on two clients for @marketwatch.com

I have a question for you @cpaindabay.bsky.social for a story I’m writing. If you have a sec, give me a buzz. Beth dot pinsker at marketwatch dot com.

When is a Roth conversion a good idea? How to know when to make a move. Making a Roth conversion decision on your own can be scary. Readers are confused about their strategies.

My mailbox is overflowing with questions about Roth conversions. Here are three scenarios and the pros and cons to consider. @marketwatch.com

Women are about to be tremendously wealthy but can’t find the financial help they need The financial advice industry is still chewing up and spitting out female advisers

Listening to some stories about how the financial-advice industry treats women, I wondered why women clients would want to seek out that system for advice?

Here’s my @marketwatch.com piece about it

Does your 401(k) balance stack up against the new national average? Vanguard’s annual retirement report sets the mark for what the average person is saving.

Happy "How America Saves" day to all who celebrate, which I think is just me. This is my first bite at this survey -- I will dig in deeper as I go along as it's a treasure trove. Here's my @marketwatch story today.

Here’s how to ditch your sleepy 401(k) plan and pick your own investments If you’re worried about this move being too risky, wait until you see the top asset of those already using a 401(k) brokerage window.

Tired of the handful of funds available in your 401(k)? In some plans, you can ditch them and invest on your own. Is that a good idea? You might think it would lead to risk-taking, but the list of top investments is surprisingly staid. Here’s what I learned for @marketwatch.com

Cc @aijenpoo.bsky.social Thanks for your time!