Lita Epstein

Lita Epstein, MBA, earned her Master’s degree at Emory University’s Goizueta Business School, where she ran the accounting lab for MBAs and Executive MBAs. After completing her MBA, she worked as the associate director of development for The Carter Center and then as assistant manager of facilities management for the Emory clinics. She is the author of more than 35 books, including The Business Owner’s Guide to Reading and Understanding Financial Reports, Bookkeeping for Dummies, and Reading Financial Reports for Dummies.  Prior to earning her Master’s degree, Lita worked as a newspaper reporter, magazine editor and press secretary for a U.S. Congressman. Lita earned her undergraduate degree in Community Development at Rutgers University. She continues to work as a volunteer for community development entities in the community in which she lives.

  1. Retirement Savings

    Retirement Portfolio Management: ETFs or Mutual Funds

    Choosing between ETFs and mutual funds depends on your knowledge of the stock and bond markets – and on how hands-on you ...
  2. Retirement Living

    4 Steps to Not Outlive Your Retirement Portfolio

    Many retirees put too much money into safety and don’t allow their portfolio to continue to grow. Here’s how to avoid outliving ...
  3. High Net Worth Living

    Best Places for Luxury Shopping

    You often have choices on where to buy clothes from your favorite designers. What are the pros and cons of each, and where ...
  4. Insurance

    Why a Higher BMI Shouldn't Raise Insurance Rates

    Extra weight on your frame may tack extra dollars onto your health insurance premiums. But are obese policyholders necessarily ...
  5. Insurance

    Car Insurance Rates Too High? Check the Record

    Your driving history is clean as a whistle yet your premium has shot up. Here’s how to find out why – and what you can do ...
  6. Insurance

    6 Unexpected Ways to Lower Your Car Insurance

    Sure, daytime running lights and defensive driving classes can reduce rates. Everyone knows those factors; these are the ...
  7. Cybersecurity

    E-filing with the IRS: Is It Safe?

    The tax records of more than 100,000 citizens were put at risk because of a hacker attempt on the IRS's e-file website.
  8. Retirement Living

    5 Warm and Attractive Places to Retire Outside the U.S.

    Yearning to live abroad? Here are 5 hot places (literally and figuratively) to spend your post-workaday years.
  9. Retirement Living

    Are More Baby Boomers Returning to Work After Retirement?

    Today’s baby boomers are choosing from among diverse options to fill their retirement years, with freelance work being an ...
  10. High Net Worth Living

    When Is It Critical to Set Up a Power of Attorney?

    "The sooner the better" is the usual answer.
  11. Retirement Savings

    Pitfalls of Medicare Advantage Plans

    A Medicare Advantage plan may help you lower health costs not covered by Medicare. But there are definite tradeoffs, compared ...
  12. Retirement Living

    Retirement Contributions You Can Still Make for 2015 Taxes

    No matter how you save for retirement, take advantage of the time between now and April 15, 2016, to add to your nest egg ...
  13. Retirement Savings

    Options for Your 401(k) at Retirement

    What to do with your 401(k) could be your most critical financial decision for retirement. Look at your entire financial ...
  14. Social Security

    How to Pick the Best Medicare Part D Plan for You

    In choosing a Medicare Part D plan, here’s a helpful step-by-step guide to what you need to know to get the drugs you need ...
  15. Retirement Living

    Unintended Consequences of No COLA for Retirees

    The lack of a Social Security cost-of-living adjustment next year will result in higher costs for retirees, with some affected ...