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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...

Plan to Retire Someday? You’ll Want One of These

If “retirement account” translates to you as “no comprendo,” you’re in distinguished company. Celebrated writer E.B. White famously wrote a scathing essay assailing the government for making even basic tax forms impossible to figure out. The...

"How I Paid Off $16,000 in Student Loans"

When Gina Nykerk paid off her student loans, credit card, and car, it was a major Financial Turning Point for her—and and an inspiration for several friends. When I was 23 years old, I paid off all $16,000 of my student loan debt. I can't tell...

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