9/2/24: I think we're in good shape for retirement, but I'm a bit unsure when it comes to our withdrawal strategy.
9/1/24: Knowing that I'm less tolerant of risk as I age, how should I reallocate my investments?
8/31/24: Given some recent tax hits, how should we be managing our retirement contributions going forward?
8/30/24: We're considering early retirement, and even though I think we're in a good position, I still have some concerns.
8/29/24: I think we can buy a second home, my husband isn't so sure. Who's right?
8/29/24: My husband died four years ago and I'm still trying to get myself back on track. Am I taking the proper steps?
8/28/24: Given our age difference, are we facing any potential issues with our retirement planning?
8/27/24: After feeling completely lost, I finally feel like I've got a handle on my finances. Am I checking all the boxes?
8/27/24: With a major renovation in the works, what's the best way to pay for it?
8/26/24: Now that I'm making some "real" money at the age of 28, how should I be preparing for my future retirement?
8/25/24: Am I on track to retire in seven years at the age of 60?
8/24/24: Given that we're already retired in our mid 50s, is our long-term financial plan a solid one?
8/23/24: Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer.
8/22/24: With a potential job change on the horizon, are there any tweaks that should be made to my retirement plan?
8/22/24: About six months ago, I pulled the trigger and am now happily retired. That said, I still have a few questions going forward about making certain money moves in retirement.
8/21/24: I'm terrified to spend in retirement and need your guidance on best strategies to ensure I can enjoy this time without constantly worrying.
8/20/24: I think we should have enough money to retire (not work at all) even if we live to 90, but I need a second opinion.
8/20/24: Given the family history, I am hoping for a long life, but planning for the worst. Am I making the right financial decisions with this in mind?
8/19/24: Does it make sense to decrease our retirement contributions to save more cash for a potential house purchase downpayment?
8/18/24: How can workers plan for future healthcare and medical expenditures? Ryan Viktorin, CFP at Fidelity Investments suggests that “everyone needs to factor in these costs today, and also plan on five percent annual increases in the future.” She joins us this weekend to discuss.