10/28/24: With retirement just days away, as in four days, I'm trying to figure out what I should do with an annuity that I have.
10/27/24: Retirement is here and I have a few different pension scenarios to consider. Is there a right or wrong answer?
10/26/24: After being the workforce for 40 years, we're totally burned out and want to be done. Can we make an exit?
10/25/24: In this episode we've got some essential tips on selecting the right health insurance and benefits plan for the year ahead. The enrollment period is now open for some employer-sponsored plans and Medicare, with ACA plans starting on Nov. 1.
10/24/24: Every time I look into the long-term performance of bond funds, they are so low that I just don’t get it. Am I missing something?
10/24/24: We recently found out that my husband, thanks to his job, will be coming into a large chunk of money. What should we do with it?
10/23/24: I have a pension which receives a COLA but I am inquiring as to my ability to retire and also ensure my spouse is taken care of if something were to happen to me.
10/22/24: A year ago I moved all of my money from Vanguard to a local advisor who recommended annuities and I feel like things are now such a mess. What should I do?
10/22/24: Many people in their 50s are part of the so-called "sandwich generation" of workers who support both young relatives and aging parents. Roughly 5 million U.S. households fall into this category, and as a result, the sandwich generation faces challenges saving for retirement.
10/21/24: With market highs, how would you advise a 28-year-old with a large part of their net worth in cash to invest inside a brokerage account?
10/20/24: This weekend we're sharing a snippet of our recent chat with real estate agent Tim Mullet and mortgage broker Mike Raimi, who joined us on the most recent webinar to break down all the ins and outs of the current housing market. Want more of Jill chatting with Tim and Mike? Subscribe to Jill on Money LIVE to watch the full chat.
10/19/24: This weekend we're sharing a snippet of our recent chat with real estate agent Tim Mullet and mortgage broker Mike Raimi, who joined us on the most recent webinar to break down all the ins and outs of the current housing market. Want more of Jill chatting with Tim and Mike? Subscribe to Jill on Money LIVE to watch the full chat.
10/18/24: I am 56 years old, just got laid off, and I would like to know if I can retire now.
10/17/24: Should I change my 401(k) allocation and make it more aggressive to make up for lost time and money?
10/17/24: After receiving a large inheritance, what steps should we be taking to best navigate our financial future?
10/16/24: Since long-term care insurance seems to be out of the question due to cost, how do you determine what you need to self-fund potential LTC needs?
10/15/24: I'm turning 54 this year and I want to exit the freeway at 60. I believe this is doable, but we do like to travel and that is not included in the current monthly expenses.
10/15/24: A pre-retirement adjustment we are considering is discontinuing my wife's 403(b) contributions and redirecting those funds to increase contributions to our taxable brokerage account. Does this make sense?
10/14/24: My wife and I are in our early 40s and we're considering early retirement. I think we can do it, what do you think?
10/13/24: As we head into the home stretch of saving for retirement, we would like a plan to get our finances in our.