Month

March 2018
We’ll answer your questions this week in our mailbag edition of Smart Money Questions. Stella has a question about how international conflicts might impact the markets. Steve needs help figuring out how to pay for his son’s college. Should he stop contributing to retirement for a few years to cover the tuition payments? Aaron has...
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If you’re married, then this will come as no surprise. It takes two to complete a successful retirement plan. On this podcast, we’ll look at how husbands and wives have different financial goals and how that creates conflict. We’ll, of course, also explore how to resolve that conflict to establish a solid financial plan.
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The quarterback on a football team is often considered to the most important person on the field. But they can’t always get the job done by themselves. Sometimes, they need to hand the ball off or throw it to a teammate to make progress down the field and ultimately score a touchdown. Your financial advisor...
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Let’s answer your questions about being a good steward of an inheritance, using your home as a retirement plan and how to handle a spousal dispute when it comes to leaving money behind for the kids.
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We’ll answer listener questions about paying off a mortgage in the next two years and whether retirement planning is as easy as investing in target date funds. Plus, we’ll see what Matt learned at his recent chocolate-tasting event and Walter will tell us what financial lessons you can learn from his (former) fear of thunderstorms.
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