Tag: Retirement Planning
My father, 49, is marrying his third wife. How do I talk about my inheritance?
My dad recently told me he wants to marry his girlfriend soon and I am concerned he is rushing his estate planning, particularly as it [Read more about this post…]
I’m 72, have $3 million in savings, and want to live with my son when he’s married with children. Can I afford two apartments?
I am 72 with total assets of $3 million. I was a single mother, and my son is now 26, works for the government and [Read more about this post…]
How radical downsizing can create an affordable retirement and peace of mind
Denise Shirey is pleased with the fact that next year she will be 65 and will easily be able to live only on her Social [Read more about this post…]
Flextirement: Can it help prevent brain drain as boomers and Gen X-ers retire?
I spoke to some experts on the topic: Neil Costa, the writer of the Fast Company article and the one who coined the term flextirement; [Read more about this post…]
We sold our home to my wife’s son. He’s now selling at a $250K profit. What now?
My wife and I married later in life, at 48. It was the second marriage for both of us. We are both successful and doing [Read more about this post…]
After the Fed’s comments, grab these CD rates while you still can
Higher interest rates have made borrowers scream for the past three years, but they’ve been pretty good for savers. Retirees, and others who need income [Read more about this post…]
Our neighbors ask us for money. My husband gave them $400. Is it bad to say no?
This man and his wife have fallen on hard times, but in reality they have been in this predicament for decades. He hasn’t had a [Read more about this post…]
The No. 1 reason investors fail in the long run
As I’m writing this, the U.S. stock market seems to be setting new highs daily. Investors are happy, and for many people the future seems [Read more about this post…]
I have $2.3 million. My girlfriend wants to marry. How do I protect myself?
My question pertains to getting married and to how best to protect my assets and Social Security benefits in case of another divorce. I am [Read more about this post…]
How I’m learning to treat myself and resist my father’s lessons in frugality
If there is one conversation that encapsulates who my father was, it’s him explaining to me why it would be fiscally irresponsible to give me [Read more about this post…]
