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3 Reasons to Fire Your Planner

It has been a terrible year. Your investments got clobbered, and you have no idea where you stand in terms of your overall financial plan.Is it time to fire your financial adviser?Maybe. The following reality checks will help you decide: Focus....

Act Your Age: A Decade-by-Decade Guide to Saving

Do you have any regrets about how you’ve prepared for your retirement so far? Noooo, not you, right? But maybe you’ve heard from friends that they’d be in better shape if only they had remembered to set up that 401k their 20s…or continued to save...

Which Debt Should I Pay Off First?

My husband and I have student loans and mortgage debt (on our primary home and rental properties). Which should we pay down first? —Stephany Y., Los Angeles, CA You’ve probably heard student and mortgage debt referred to as “good debt.” That’s...

How Much Do I Need to Retire?

How much money would you need to never have to work again? Helping people like you answer that question is what I spent most of my time figuring out for clients as a financial advisor. With company pensions going the way of the dodo bird and...

Help! I'm Running Out of Money

What do you do when you’re already retired and your savings are dwindling? —Gerri, McKinney, TX You can take some comfort in the fact that you are not alone. Many retirees, and those saving for retirement, suffered a huge blow when the economy...

Explore the Muni-verse

You’ve probably heard of the phrase “tax-free municipal bonds” and wondered what they are, and whether they have a place in your financial plans. If you are tax-sensitive (i.e. looking to keep taxes low), and seeking to preserve assets while...

Can I Lose My 401(k)?

"If I leave my job to freelance or take another job, what should I do with my retirement account? I won't lose the money, will I?" - Jennifer, Brooklyn, NY Before you leave, it’s important to understand the (potentially negative) impact on your...

How My Boyfriend’s Trust Fund Almost Broke Us Up

I used to think that being a trust-funder would be the greatest thing ever. Then I got into a relationship with a man who has a trust fund. I've been trying to free him from it ever since. My significant other (let's call him Brett) is in his...

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