‘I want to be able to retire comfortably.’ I’m 53 and my mom died, leaving $90K in IRAs for me. Now what?
‘I really do not need the funds.’ I’m 72 and facing RMDs in mere months, but I don’t need the money or want the taxes. What’s my move?
I have two CDs that have pitiful interest rates. Is it worth it for me to eat the early withdrawal fees to get my money out?
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‘It’s a bit much.’ A financial adviser charged this fee for a client’s $500K investment. Was it reasonable — or not?
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‘I feel like I’m in trouble.’ I’m 74 with $1.7k a month in income and $150K in savings. But my house isn’t paid off and I’m still working. Now what?
‘I can’t seem to pull the trigger.’ I’m a widow, age 67, with no mortgage and $4M – but 65% of that is in stocks. Am I doing it wrong?
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