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Choosing the right financial advisers

Q: We’re a middle aged couple and I have just received a modest inheritance. We need some tax and financial planning assistance in understanding our financial situation and in making some important decisions in front of us. Where can we find this financial assistance, and how do we select the right professionals to help us? [...]

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Look for tax-free employment benefits

Q: My wife and I have been making good money, but recently due to the economic downturn our benefits are being cut back and now it looks like I’ll be looking for a new job. Can you give us some ideas as to which employment benefits have tax advantages associated with them? — S.R., Texas  [...]

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Categories: 20-30, 30-45, 45-65, 65-75, 75 plus, Article Complexity, Budgeting , Business Ownership, Business Planning, Career Changes, Careers, Careers - First Job, Careers -Relocation, Careers, Education & Your Business, Changing Jobs, Cohabitation Planning, Complexity - Basic, Daycare, Death, Divorce, Divorce Planning, Domestic Partners, Education, Employment, Family & Health Care, Family Office Planning, Financial Independence & Beyond, Financial Planning, Financial Planning - LE, Home Ownership, Illness, Inheritance - LS, Insurance, Insurance - Life, Investment Planning , Life Balanced, Life Cycles, Life Events, Life Stages, Life Styles, Live for Today, Live for Tomorrow, Long Term Care Planning, Lower Middle Class, Major Expenditures, Marriage / Life Partner, Men's Financial Issues, Middle Class, Parents, Poor, Pre 20's, Retirement, Retirement Plan Distributions, Retiring - Getting Ready to Retire, Salary Reduction Plans, Self-Employment, Shopping Smart, Single Dad, Single Mom, Stock Options, Tax Planning , Upper Middle Class, Very Wealthy, Wealth, Wealthy, Women's Financial Issues, Working Abroad, Your Money

Starting a new business?

Q: We’re in our late forties and have worked for large companies. Recently, I’ve been laid off after twelve years of dedicated employment and should be in the prime of my earning years. We have two adult kids and don’t have the net worth to reach our financial goals. With this tight job market I’m [...]

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Categories: 20-30, 30-45, 45-65, 65-75, 75 plus, Advisors - Dealing with, Article Complexity, Budgeting , Business Ownership, Business Planning, Career Changes, Careers, Careers - First Job, Careers, Education & Your Business, Cash Management - Finding More Money, Changing Jobs, Cohabitation Planning, Complexity - Basic, Death, Divorce, Divorce Planning, Domestic Partners, Education, Employment, Employment Benefits Management, Estate Planning & Administration, Family & Health Care, Family Office Planning, Financial Independence & Beyond, Financial Independence / Retirement (FIR™) Planning, Financial Planning, Financial Planning - LE, Graduation from College, Graduation from High School, Home Office - Starting & Operating a Home Office, Home Ownership, Home, Auto & Insurance, IRA's, Illness, Inheritance - LS, Insurance, Insurance - Small Business, Investment Management, Investment Planning , Life Balanced, Life Cycles, Life Events, Life Stages, Life Styles, Live for Today, Live for Tomorrow, Lower Middle Class, Major Expenditures, Making Difficult Decisions, Marriage / Life Partner, Men's Financial Issues, Middle Class, Parents, Planning, Poor, Pre 20's, Retirement, Retirement Plan Distributions, Retiring - Getting Ready to Retire, Salary Reduction Plans, Self-Employment, Shopping Smart, Single Dad, Single Mom, Tax Audits, Tax Planning , Upper Middle Class, Vacation Planning, Very Wealthy, Wealth, Wealthy, Women's Financial Issues, Working Abroad, Your Money

Strategies for earning money in retirement

 Q: We are near the end of our professional careers. We were planning on retiring in two years.  With the downturn in the real estate and equity markets that doesn’t seem financially possible for us now. What are some ideas for making money in our retirement?  - J. & K. M., Chicago  A: Retirement and financial [...]

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Categories: 20-30, 30-45, 45-65, 65-75, 75 plus, Article Complexity, Budgeting , Business Ownership, Business Planning, Career Changes, Careers -Relocation, Cohabitation Planning, Complexity - Basic, Death, Divorce, Domestic Partners, Employment, Family Office Planning, Financial Independence & Beyond, Financial Planning, Financial Planning - LE, Home Office - Starting & Operating a Home Office, Home Ownership, Illness, Inheritance - LS, Investing - Business Opportunities, Life Balanced, Life Cycles, Life Events, Life Stages, Life Styles, Live for Today, Live for Tomorrow, Lower Middle Class, Marriage / Life Partner, Marriage Planning, Men's Financial Issues, Middle Class, Parents, Poor, Pre 20's, Retirement, Retiring - Getting Ready to Retire, Self-Employment, Single Dad, Single Mom, Tax Planning , Upper Middle Class, Vacation Planning, Very Wealthy, Wealth, Wealthy, Women's Financial Issues, Working Abroad

The baby decision: Work or not to work after baby arrives

Q: We’re about ready to have our first baby  in about five months. With the high cost of child care we are considering one of us to stop going to work and to be a stay at home parent.  Does this make any financial sense? ─ L. R., Texas  A: Having a child is probably the [...]

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