Viewing Retirement Assets as a Combined Nest Egg
Our experts discuss a case study of a couple’s retirement savings strategy now that the husband has returned to the workforce.
Emotions can Influence our Investment Habits
Our experts explore a listener’s dilemma on timing his 401(k) contributions and whether he should pay off his mortgage before retirement, discussing the decisions from both a financial and emotional standpoint.
Congress Suspended the File and Suspend Strategy
Congress passed the Bipartisan Budget Act of 2015, which eliminated the File and Suspend and Restricted Application for Spousal Benefits “loopholes.”
Financial Moves When You have an Empty Nest
Our experts discuss a case study regarding the financial changes a family can make once the children are grown and on their own.
Social Security and the Ten Year Rule Investment Strategy
Our experts discuss a case study about a couple who is trying to work Social Security benefits into their Ten Year Rule investment strategy.
Understanding Risk and Your Investments
Our experts discuss risk and the jargon that comes with investing.
Finance Options for a Home Renovation
Our experts discuss the options homeowners have when trying to finance a home renovation project.
Knowing How Your Assets Affect Student Aid Eligibility
Our experts discuss a case study of a family who will be sending their son to college in the fall and will need to apply for financial aid.
Independent Contractors and What They Mean for Your Business
Our experts focus on a case study of a small business on the brink of hiring its first employee, rather than continue the current independent contractor relationship.
Pay Extra Attention to Financial Planning During a Second Marriage
Our experts focus on a case study about the financial complexities that come with a second marriage, especially when children from a previous marriage are involved.