Tag: Out Money
Thinking of retiring early? Mind the gap!
Q: I’m in my mid 50s and think I may be able to retire relatively soon. What issues should I be considering to help...
Should we reconsider what ‘retirement’ means?
Q: I’m a gay man in my 60s who is not even thinking about retirement. I just don’t know what else I would do...
Year-end planning: investment decisions to make before the year is over
Q: I was reviewing my investments and noticed that many of them have done very well so far in 2017. Does it make...
Sizing up stocks: All about market caps
Q: When I look over my investment statement, I see my stocks and mutual funds categorized by “cap” — large-cap, small-cap, etc. Can you...
And baby makes three
Q: My husband and I are planning to adopt a baby! As hopeful same-sex parents, we want to begin thinking about our short- and...
Add housing decisions to your list of retirement priorities
Q: My partner and I may wish to downsize and move to a smaller home when we retire. But we’re also very comfortable in...
The potential benefits of working with a financial advisor
Q: My wife and I are looking to retire soon. We’ve always managed our own finances to this point, but think maybe we should...
Estate planning and retirement assets: What you need to know
Q: My partner and I were recently married and we have a young son. We think we should be looking to update our wills...
What retirement investors need to know
Q: I contribute to a retirement plan at work. Within the plan, I can allocate some of my contributions to my company’s own...
Tax planning: A critical factor when investing in retirement
Q: I’ve recently retired and will be using money from my various investment accounts to pay my expenses going forward. I have IRAs, a...
Comparing apples to apples: understanding common market benchmarks
Q: My advisor talks about how my accounts are doing compared to the “benchmark,” but I’m not really sure I understand what that means....
Enhancing charitable gifts with life insurance
Q: My partner and I are considering leaving money to some local LGBT charities by naming them as beneficiaries on our life insurance, since...
Your piece of the American Dream: Buying a first home
Q: My partner and I were recently married and are beginning to discuss buying our first home in the coming year. What information do...
Everything you need to know about a will but haven’t thought...
Q: My partner and I are in our mid-40s. We know we should probably have wills and other documents prepared, but we just keep...
Take the emotion out of investing with dollar-cost averaging
Q: I recently inherited some money and would like to use it as a long-term investment, but I’m not sure when the right time...
A brave new world: 21st-century retirement
Q: My spouse and I believe we need to start to plan for retirement. We’re still “young” from a retirement standpoint (early 50s), but...
Skin in the game: Getting kids involved in college planning
Q: My husband and I have two adopted children who are entering sixth grade this year. We’ve already begun saving for college for them,...
Keep the role of Social Security in perspective
Q: One of my friends told me they’re not planning to save for retirement because they think their Social Security benefits will be enough...
Trust beneficiaries: Be informed about the basics
Q: When my parents passed, they had set up a trust, which pays me a small amount of income each year. My uncle manages...
Investment Math 101: Calculating your own performance
Q: I’ve been investing for a few years now and I find it challenging to really understand how my investments have actually performed. And...
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