05 Aug Prepping for the holy grail of retirement
Posted at 18:31h
in Money Makeovers
Can they afford a few months in Florida if they downsize?...
Money Makeovers
02 Jul How a 100% cash position can put future at risk
Posted at 15:23h
in Money Makeovers
Retirement means long-term planning, and you need to make sure your assets earn enough to keep up with inflation...
27 May How early is too early for an early retirement?
Posted at 12:01h
in Money Makeovers
Sam and Deb want to retire early, but how early can they afford to take the big move?...
22 May Grandad wants to downsize, fund college for grandkids
Posted at 11:21h
in Money Makeovers
A generous grandfather is trying to make some big decisions about his assets and his lifestyle. ...
04 May When can we afford to retire?
Posted at 15:24h
in Money Makeovers
Couple with big age difference wants to retire...
26 Feb Senior couple fears outliving their money
Posted at 18:15h
in Money Makeovers
Jan and Tim have received an inheritance that will help solidify their financial future. ...
20 Feb For one couple, retirement is now, but a trust can make it better
Posted at 16:40h
in Money Makeovers
Giving to charity will help this couple save on taxes and increase their retirement income. ...
05 Feb Self-employed with unreliable income – and nearing retirement
Posted at 18:08h
in Money Makeovers
Elsa has to dip into her savings to cover expenses because of an unreliable income. She wants a more solid game plan as she nears retirement. ...