Recently, when a family member died suddenly, I saw financial chaos up close: his wife couldn’t access certain accounts, didn’t have login or banking information, and didn’t even know what credit cards or bills he had. The grieving widow could have been spared the hassle and added stress of finding and accessing her late husband’s … Read more
Recently, when a family member died suddenly, I saw financial chaos up close: his wife couldn’t access certain accounts, didn’t have login or banking information, and didn’t even know what credit cards or bills he had. The grieving widow could have been spared the hassle and added stress of finding and accessing her late husband’s … Read more
Question: My husband and I are trying to figure out if we need a financial advisor. He’s retired and I’ve been a stay-at-home spouse since 2005. His 401(k) is still with his employer, even though he’s retired. We don’t need it to meet our monthly obligations. We would like the 401(k) to grow. However, the … Read more
Question: I plan to retire at 62. I have $200,000 in savings and have a paid-for rental home with a rental income of $1,500 per month. My house where I live is paid for too. I don’t know what to do with my savings. How could a financial adviser help me? What do you recommend? … Read more
I am try to get outside advice on the possibility of retiring in the next 5 For 7 years. I amI have to work until I’m 59.5 to be able to start using the retirement funds. We have about $1.4 million in 401(k) and Roth accounts, $30,000 in stock, a rental house we owe $245,000 … Read more
Getty Images/iStockphoto Question: My husband and I are trying to figure out if we need a financial advisor. He’s retired and I’ve been a stay-at-home spouse since 2005. His 401(k) is still with his employer, even though he’s retired. We don’t need it to meet our monthly obligations. We would like the 401(k) to grow. … Read more