Dear MarketWatch, My husband started collecting Social Security at Full Retirement Age. He is now…
Tag:
Banking/Credit
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Retirement
We’re doctors with 457(b) plans that we can’t roll over into IRAs. What now?
by adminby adminMy wife and I are both physicians and we have been contributing to our employer-retirement…
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Retirement
My wife and I are in our 60s and will get $9,600 a month in income. An adviser wants to charge $265 an hour to give us advice. What’s our move?
by adminby adminWhile scanning Reddit the other day, I came across a question about hourly financial planning fees…
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Personal Finance
I borrowed $20K from my mother, and repaid $5K. She has since died. What now?
by adminby adminWhen we sold our late mother’s house last year for $600,000; the equity was supposed…
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Retirement
My wife and I are 66, and our financial adviser has us in 94% equities. Is this OK?
by adminby adminQuestion: My wife and I have our retirement savings with a brokerage, and we have…
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Retirement
We have $3.9 million, but face a $60,000 college bill for our child over 5 years
by adminby adminI am 61, and recently retired with no current income. My wife is 55 and…
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Personal Finance
My father died without a will. His wife moved — and I’m paying the mortgage.
by adminby adminMy father died in 2021 with no will. He shared a home with his second…
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Retirement
I’m 69, retired and my husband and I have about $675,000 invested. I’ve gotten returns of about 3.94% but my financial adviser is charging 1.5%. What’s my move?
by adminby adminQuestion: I’m 69 and retired and my husband is 71. I have a financial planner…