20 Jul Will Social Security’s health hurt my retirement?
Possible changes to the system could change your retirement plan...
13 Jul Analyzing an annuity sales pitch
Annuities aren't right for everyone, despite what salespeople may say...
01 Jul Investment home or mutual funds with extra money?
Comparing the strategy of buying an investment home or investing in mutual funds...
26 Jun The skinny on robo-advisors
The difference between human advisors and computer-generated advice ...
24 Jun My spouse wants to hide money in mattress
When you're married, you must balance the risk tolerance of both spouses...
18 Jun When a 401(k) offers no international investments
How to add international exposure to your portfolio...
17 Jun I’m 59 1/2. Time for IRA distributions?
Get the rules straight before you take a Required Minimum Distribution (RMD)...
03 Jun Conversion to Roth IRA not a simple decision
Consider your entire money situation before choosing a Roth conversion ...
28 May What if we get hit by a truck?
Choosing Social Security benefits to maximize your lifetime benefit...
27 May How early is too early for an early retirement?
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in Money Makeovers
Sam and Deb want to retire early, but how early can they afford to take the big move?...