out money
Understanding your retirement income replacement ratio
Q: I’m 63 and considering retirement in the next few years. I honestly have no idea if I’ve saved enough money to support my retirement, assuming I’ll be around for a long time. How can I tell if I...
Jul 10, 2014 | 0 0 comments | 0 0 recommendations | email to a friend
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Kinds and money: Nurturing your child’s financial growth
Q: My partner and I have two young children. When we were young, we were never taught about money or saving/budgeting. How can we make sure our children are better informed than we were at their ag...
Jun 12, 2014 | 0 0 comments | 2 2 recommendations | email to a friend
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Investing through life’s stages
Q: My partner and I are both in our late 20s and were recently married in New York. We’re thinking about buying a home in the next year or so and then adopting a child. How should we be allocating ...
May 08, 2014 | 0 0 comments | 4 4 recommendations | email to a friend
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Reassessing your IRA at tax time
Q: My partner and I are in our 40s (married in New Jersey in 2013). We’re just finishing up our taxes for 2013 ... filing a tax return as married for the very first time! We are debating making IRA...
Apr 10, 2014 | 0 0 comments | 11 11 recommendations | email to a friend
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Making the most of your investments
Q: I’m a single woman who likes to manage some of my own investments. Some of my investments have done very well this past year, while others haven’t done much at all. I feel like I need to shift h...
Mar 13, 2014 | 0 0 comments | 11 11 recommendations | email to a friend
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Staying smart with credit
Q: I’ve just graduated college and am starting my first real job. A friend told me I should open a credit card or two to establish a credit history, but I’m nervous about having access to credit. C...
Feb 13, 2014 | 0 0 comments | 10 10 recommendations | email to a friend
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The state of Social Security benefits
Q: My partner and I live in Philadelphia and were recently married in New York City. He’s 68 and collecting his Social Security. I just turned 66, which is my full retirement age for my Social Secu...
Jan 09, 2014 | 0 0 comments | 17 17 recommendations | email to a friend
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It pays to plan ahead
Q: Approaching the end of the year, is there anything I should be thinking about regarding my finances? Just trying to make sure I don’t miss out on any opportunities. A: As 2013 draws to a close, ...
Dec 12, 2013 | 0 0 comments | 16 16 recommendations | email to a friend
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Role reversal: Talking to your parents about money
Q: I’m a gay man in my 40s. My mother and father are in their early 70s. I think they’re doing OK financially, but I don’t know for sure. We’ve never really talked about money. How can I raise the ...
Nov 07, 2013 | 0 0 comments | 23 23 recommendations | email to a friend
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Rolling out your retirement savings
Q: I’m about to retire next month and am looking at my options for what I can do with my 401k money. I’m a little confused about my distribution choices. Can you please offer some guidance? A: Firs...
Oct 10, 2013 | 0 0 comments | 513 513 recommendations | email to a friend
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