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Help With Asset Allocation

I recently consolidated my 401(k) and my two IRAs to one location but need some help with the allocation. 

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1 year, 7 months ago

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Taking a Career Break at 47

I’m 47 and just left my job to take a few years off and see the world, but I’m cloudy on how to handle my investments and health insurance in the mea…

1 year, 7 months ago

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Calculated Risk Part Two

This weekend we're joined by Bill McBride, author of the insanely popular Calculated Risk blog. Bill joined me in front of a live audience to discuss…

1 year, 7 months ago

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Calculated Risk Part One

This weekend we're joined by Bill McBride, author of the insanely popular Calculated Risk blog. Bill joined me in front of a live audience to discuss…

1 year, 7 months ago

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I Want to Retire, Can I?

I recently turned 60 and I feel I can retire but fear sets in and I am not sure if I am doing the right things to maximize my finances.

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1 year, 7 months ago

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Fear of Running Out of Money

My biggest fear is running out of money or not being able to pay for long term care. Are we okay?

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1 year, 7 months ago

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Gradually, Then Suddenly

I started investing in 1997 with $2,000. Now, 27 years later, I have more than two million. The power of compounding is truly amazing.

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1 year, 7 months ago

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Can I Stop Working at 59?

Can I retire at 59 and a half and go part-time for a few years and then stop working completely?

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1 year, 7 months ago

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Too Many Retirement Plans

I have Fidelity 401(a) and 403(b) plans, some smaller retirement savings in a TIAA account, and a small pension from a prior employer. What recommend…

1 year, 7 months ago

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We Need a Sanity Check

At this point in our lives, I feel like we need a sanity check to make sure our retirement planning is on the right track.

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1 year, 7 months ago

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