Life Events

I'm about to retire. I've been paying attention and saving conscientiously. But, now that the time is drawing near, I'm not as confident as I thought I'd be. Should I pull my money out of the market? How can I best ensure that I won't run out of money? Are CDs a good bet? Read more >>

I'm already retired. These years are as golden as I expected... or maybe not. Should I start taking Social Security now, or wait a few more years? What can I expect my expenses to be over the next decades? Read more >>

I am newly widowed. After losing a spouse, things are tough enough without having to worry about financial issues. How does this change my estate planning? My tax profile? What about our IRAs, 401(k)s, and pensions? Am I entitled to Social Security? Read more >>

I'm currently going through a divorce. There's no denying this is an emotional time for everyone, and there are financial concerns.  How will our property be divided?  How much child support or alimony will I need?  What happens to our 401(k)s or 403(B)s and IRAs?  What will be my new tax status? Read more >>

I'm newly divorced. There's no denying that the greatest cost is the emotional well-being of the family, but there are also financial concerns. What should I do with our property that is now in my name? Will child support or alimony I will be receiving be enough? What should I do with my portion of the 401(k)s or 403(b)s and IRAs? What's my new tax status? Read more >>

I'm afraid of losing my job or being unemployed. What can I do to prepare? How much should I put aside? What should I do with my 401(k) or 403(b) and IRAs? Is there a way to make penalty-free withdrawals? What are the best ways to prepare for potential unemployment? Read more >>