I’m 61. My wife and I have $1M saved and will get $14K a month in pensions. We own 3 homes — but won’t pay them off for 28 years. Can I retire next year?
Question: “I’m 61 and plan to retire when I turn 62. I will get a $3,375 monthly from…
Got $20K? 9 financial pros tell us how you should invest it now
Investing $20,000 can be a powerful opportunity to build wealth — if you do it smartly. “A sound…
Got $20K? 9 financial pros tell us how you should invest it now
Investing $20,000 can be a powerful opportunity to build wealth — if you do it smartly. “A sound…
I’m 59 ½ and rolled $800K over from my previous employer plan into a Roth. But was that actually the right move?
Question: “I am 59 ½ and have $800,000 rolled over from my previous employer to a Roth. I…
‘I’m torn.’ I want to retire in 6 months, but how much professional help do I really need – and what’s the cost – to make it happen?
Question: “I currently have investments with a large investment company and plan to retire in six months. My…
Death, disability, lawsuits: The 8 life events financial advisers say clients are least prepared for
Americans are often ill-prepared for life’s toughest moments — including death and health calamities. For example, fewer than…
‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?
You’re not the only one who wishes they’d learned some of life’s key money lessons earlier on. Indeed,…
9 financial planners reveal: What is the No. 1 piece of financial advice you wish you’d known when you were younger?
You’re not the only one who wishes they’d learned some of life’s key money lessons earlier on. Indeed,…
‘Convince me otherwise.’ I think you’re better off with a portfolio of ETFs than a financial adviser, whose fees will eat into your returns. Am I right?
Question: “Why would someone pay money for a financial adviser when you can just buy an ETF or…
I own a pool company in Phoenix and max my IRA each year. I think a SEP might be better for retirement savings, but my CPA told me ‘no.’ Who’s right?
Question: “I am a small business owner. I have a pool service in Phoenix, Arizona. I contribute to…
‘I have nothing of value.’ I’m 62 and a cancer survivor who rents her home and has credit card debt. When I die, what will my two daughters have to pay for?
Question: “I’m 62 years old and I have no estate and nothing of value. I rent my home…