12/21/24: I’m 57 and would like to retire by 60. Is this doable or just a pipe dream?
12/20/24: We own our forever home and we want to renovate our kitchen, but we're nervous about spending the money and making a "dumb" financial decision as we build our nest egg.
12/19/24: I feel like I'm in position to retire at the end of 2025 or in early 2026. Am I on track to make this happen?
12/19/24: Our dream is to live in Spain part-time once we retire in about six years. Given our current finances, can we pull it off?
12/18/24: Our son is trapped under some hefty student loans and we would like to help him out. Can we afford to do it?
12/17/24: What if part of our ability to better absorb higher prices is due to the fact that we have essentially acclimatized to them?
12/16/24: After coming into a very unexpected large inheritance, I feel that I might need assistance at this juncture, but I am unsure of what a reasonable management fee would be.
12/15/24: This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors.
12/14/24: This weekend we're joined by Marg Franklin, CEO and President of the CFA Institute. Marg joined us to discuss a plethora of topics, including the future of wealth management and how to attract and retain the next generation of financial advisors.
12/13/24: Should I help my kids out now while I'm still around, or should I just let them inherit whatever is left?
12/12/24: My employment is set to end in December of 2025 and I'm not sure where to put my money while I still have a job.
12/12/24: With retirement just days away, I'm apprehensive about losing the paycheck every two weeks and knowing how to pay myself. Can you help?
12/11/24: We're considering a new home purchase, but the thought of doubling our monthly mortgage while cutting our monthly discretionary savings in half, is daunting. Can we do it?
12/10/24: I believe we are set up for retirement, but need fresh eyes on our plan, especially when it comes to the decumulation phase.
12/10/24: This is the time of year that you might be thinking about charitable giving, so here are a few best practices to keep in mind.
12/9/24: We have two homes and the plan was to sell one. My wife recently started discussing trying to keep both houses, which causes me concern about our finances.
12/8/24: What's the best way for us to plan for retirement as we head into our early 40s?
12/7/24: I took a lump sum pension payout and now I'm responsible for managing the money, which has me a bit worried.
12/6/24: When I consider doing Roth conversions, how much attention should I be paying to the IRMAA numbers?
12/5/24: Should I just drain my tax-deferred funds between 61 and 70 (storing the excess in a brokerage account) before I reach RMD age or just bite the bullet and use my brokerage account to do Roth conversions while I am still working?