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Prioritize Retirement
Don't spend too much of your savings on a child's college education. People often retire because they can no longer earn a living, so you must ensure your retirement is your financial priority.
Then callers ask:
- What should be done with a hodgepodge portfolio?
- What can be done with a currently non-deductible disaster loss?
- What should be done with the stocks in a company purchase plan?
- Still trying to discover the value of some of Warner Bros. stock.
- How should a bunch of individual inherited stocks be sold?
- Should money be placed in a tax-deferred or taxable account?
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Published on 2 years, 5 months ago