As we head into retirement it feels like we're juggling a lot of moving parts. Is there anything we're missing? Have a money question? Email us ...
Independent Registered Investment Advisors (RIAs) are professional independent advisory firms that provide personalized financial advice to their clients, many of whom have complex financial needs....
My employer recently announced that they will finally be offering a Roth 401(k) option. My plan is to start making Roth contributions. How will this impact my paycheck? Have a money question? Emai...
Can I fully retire in two or three years or do you think I'll need to find a part-time job? Have a money question? Email us ...
President Trump claims Venezuela's oil industry will make more money with the U.S. behind it. Venezuela is estimated to have 303 billion barrels of crude oil still in the ground, which is about 20%...
Have I saved enough to retire now, and if so, should I take a lump sum pension from my employer or the lifetime annuity? Have a money question? Email us ...
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we...
Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we...
I'm 64 and wondering if I should be making any tweaks to my financial game plan? Have a money question? Email us ...
I'm approaching retirement, yet after getting burned in the past, I'm feeling stuck at 63. Have a money question? Email us ...
Given that I'm a natural worrier, I need somebody to tell me if I have enough saved to slow down. Have a money question? Email us ...
Given that I've earned very little in 2025, I’m wondering if this gives me a unique opportunity to do a Roth conversion? Have a money question? Email us ...
Happy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one! Have a money question? Email us ...
I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility? Have a money question? Email us ...
We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement. Have a money question? Email us ...
I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen? Have a money question? Email us ...
Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions? Have a money question? Email us ...
If I walk away from my job at the end of June 2026, and never earn another dollar, will our long-term retirement plan be impacted? Have a money question? Email us ...
I'm 60 years old and thinking about retirement in 2027, is it doable given my circumstances? Have a money question? Email us ...
I've done a decent job of saving for retirement over my career, but most of my savings are in pre-tax accounts. Should I switch it up for the last couple of years? Have a money question? Email us ...
