Financial Planning / Retirement Questions

You responded to a question about 26F - that it was not wise to invest before a Fiduciary Rule goes..

What is your perspective about leaving $ to your children when there is a significant difference in their earning potential?..

Is it true that I can take out my 401k without penalty?

Hello< I am looking to retire in 4 years, but I would like to find a Financial Planner that knows..

planning on retirement this fall,have option pension (3900 per mo./reduced to3000 per mo. @age 65) or lump sum 750,000.00 which..

Hi Terry - My husband and I established a HELOC to fund our daughter's medical school education. She has been..

I've left my 40l(k) with my employer. Now I have to take withdrawals. They want me to roll it over...

Plans are to retire next year at 62. I currently have my 401 in a 2020 target date fund from..

Hello: My wife and I have different last names; we need to combine two separate trusts into one name, so..

I'm 62 and receive Social security of $1,243 monthly and I'm receiving a $100,000 cash gift this year. will I..

My wife and I are 62. Holding off on SS until 70. We have about $500k in savings, house paid..

Are there any benefits other than investment choices to keeping a large 401K balance at a former employer (at Empower..

I have quite a few 401k plans from previous employers, I feel like my assets are all over the place...

My wife and I are 32 and we are shopping around for a financial advisor to help us put together..

I have enjoyed your financial work for years and never thought some day I would be in this situation. 1)..

When doing a revocable living trust what is included or necessary within the trust? Seems when you talk to attorneys..

I have an older 403B plan from a previous employer. The balance is less than $50,000. I am retired and..

I've been retired from USPS now going I to my 3rd year. I have 243,816.00 in my TSP. I withdraw..

My daughter is looking at investments and retirement. She is 30 years old and has a municipal position with a..

I plan to retire in the next 3-4 years and do not have as much in my 401K plan as..