‘I would like to retire now.’ I’m 57 with $330K saved and an IUL, but over $100K in debt. Help.
Question: “I’m 57 years old and I would like to retire now. I have $300K in my 401(k),…
‘I lost everything.’ At a friend’s recommendation, I invested my life savings in a firm abroad — now it’s all gone and the CEO was in court. What now?
Question: “I was introduced by a friend to a financial firm in the U.K. Shortly after transferring my…
‘Everyone treats me like I have a contagious disease.’ I have $500K in stock, earn $9.5K a month and want a good adviser to meet me in person. Help.
Question: “I have $500,000 in stock and income after taxes of $9,500 per month. My previous adviser passed…
‘I grew up very poor, so I’m very risk adverse.’ I’m 59 and ready to retire with $575K in my 401(k), $350K in CDs and $125K in cash. Is this a solid position to be in?
Question: “After working 27 years for the same great company, I am ready to retire at 59 ½…
‘We struggle.’ We’re 66, active and ready to retire — but we want out of Florida and California is too expensive. What’s our move?
Question: “My husband and I are a young 66. We are very active and preparing for retirement. We…
I’m still working, but I’m over 59½ now and considering taking $20K from my 401(k) to get myself a new car. Thoughts?
Question: “I am thinking of using my 401(k) to help pay for part of a new car loan.…
I’m still working, but I’m over 59½ now and considering taking $20K from my 401(k) to get myself a new car. Thoughts?
Question: “I am thinking of using my 401(k) to help pay for part of a new car loan.…
‘I could have done without those 2 things.’ I used to like my adviser, but here’s what he did. Now I feel his 0.9% fee isn’t worth it and it’s a ‘little scary to leave him.’
Question: “I really liked my financial adviser, he was good, but after a few years managing both my…
‘I want to be sure I’m on the right path.’ I’m retiring in a few months with $145K, but I own my home and have no debt. I want to travel. What’s my move?
Question: “I was born and raised in New Zealand. I own my own home and have no debts.…
‘I want to be sure I’m on the right path.’ I’m retiring in a few months with $145K, but I own my home and have no debt. I want to travel. What’s my move?
Question: “I was born and raised in New Zealand. I own my own home and have no debts.…
‘I don’t know what to do.’ I’m 72 with a minimum wage job – but still helping my daughter financially and have $70K in debt. Who can help?
Question: “I’m a 72 year old female with no savings. I’m still working a minimum wage job and…
Want to (legally) put off some RMDs? The QLAC can help — and we asked 4 money pros who should, and should not, use it
Typically, you hit 73 and are forced to take required minimum distributions from your traditional retirement accounts —…