‘My husband did everything before he died.’ I’m 64 with a $4M home, $3M in Cisco stock and $400K in cash, but I don’t feel OK handling my finances. Where do I even start?
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I’ve been working 50 years, but ‘insurance on a younger wife is a killer.’ Now I feel that my golden years aren’t so golden and I need to save money. Who can help?
‘I am concerned.’ I’m 70, a widow and have $6,700 a month to spend. My car is paid for, and I spend $1,200 a month on tithes. I’ve never in my life had a budget. Who can help?
He had $10K to invest — and this is the advice he got. As one adviser told us: ‘Run away.’
I recently moved into my fiancé’s home. I have $209K in student loans; he owes $219K on his house. I have $144K to put towards debt – where should I put it?
My husband is 73 and our income is $135K per year. We planned to take his RMDs before year end. But I think things are complicated by taxes and Medicare. Should we delay?
‘I don’t want to keep working.’ I’m 63 and gave up 65% of my wealth in my divorce. Now I have over $1.1M in savings with about $5K a month in expenses. Now what?
