5/24/22: Are we are on track to retire at age 65? With two pensions coming our way, should be be saving more for retirement?
5/23/22: My husband recently passed away and he always took care of the investments. Now it is left up to me to manage all of this money, and I am scared.
5/22/22: In the past, when investors endured volatile weeks in the stock market, they would soothe their frayed nerves by focusing on their bond positions. Well, what happens when the so-called “safe” part of your portfolio loses value? That’s the conundrum that diversified investors are facing, as they confront this year’s drop in bond prices. Joining us this weekend to help soothe your nerves is Kathy Jones, the Chief Fixed Income Strategist at the Schwab Center for Financial Research.
5/21/22: In the past, when investors endured volatile weeks in the stock market, they would soothe their frayed nerves by focusing on their bond positions. Well, what happens when the so-called “safe” part of your portfolio loses value? That’s the conundrum that diversified investors are facing, as they confront this year’s drop in bond prices. Joining us this weekend to help soothe your nerves is Kathy Jones, the Chief Fixed Income Strategist at the Schwab Center for Financial Research.
5/20/22: Stocks had their worst day in two years on Wednesday, after a huge sell-off prompted by major retailers announcing a drop in profits. While this isn't necessarily a sign of a looming recession, it's important to keep in mind that one could come as part of a normal business cycle.
5/19/22: Now that we're retired, should we be using I Bonds? Should we be doing Roth conversions? Should we be looking at annuities?
5/19/22: With some extra cash flow on the horizon, should we look into buying a bigger house, or stockpile the cash for some financial flexibility down the road?
5/18/22: The markets have me freaked out, and now I'm wondering if I should still be using my 401(k)?!
5/17/22: I have a choice to make with my pension, and I'm on the fence as to whether I should take the lump-sum or a monthly annuity.
5/17/22: Is it crazy to contemplate a new career at 42? Or should I keep my head down and keep doing what I'm doing?
5/16/22: After 40 years in the workforce, and two bouts of COVID, we're burned out. Can we retire this year?
5/15/22: Before it's too late, how can I help my parents get their financial house in order?
5/14/22: I feel like I've got a lot going on in a lot of different places. Is it possible I'm over diversified?
5/13/22: With the markets tanking, I'm not thrilled about the idea of investing new money. Convince me to stay the course!
5/12/22: I gotta tell ya, the questions about I Bonds are pouring in! With one interest to start the year, another rate now kicking in, it can be confusing.
5/12/22: In our 40s with two kids and two pensions coming our way, yet I'm worried we don't have enough saved for retirement. Will we be okay?
5/11/22: We recently got in touch with an advisor who wants to manage our portfolio for a fee of 1.25%. Should we do it?
5/10/22: We have a third of our money in company stock, and I realize that’s way too much, but I also don't want to pay the huge tax bill should we reallocate. What should I do?
5/10/22: With an extra $1,200 or so each month, where should it be going? Into a brokerage account or into my employee stock purchase plan?
5/9/22: Our financial advisor says we’re all set, we have nothing to worry about, yet I find myself worrying every day. Help!!