Spousal Social Security Benefit

Posted on July 13, 2017July 13, 2017

Q: Can my spouse start her full Social Security when she turns 66 and when I start my Social Security… Read More

Buy Stock Question

Posted on July 13, 2017

Q: I have been watching a particular stock for years. I continued to watch it but I still haven’t bought it.… Read More

Equity and Bonds Question

Posted on July 5, 2017July 5, 2017

Q: I have a question about asset location. I currently have 85% in equity and 15% in bond allocation. I… Read More

401k and Roth IRA Split

Posted on March 2, 2017March 6, 2017

Q: I have considered putting money into a Roth IRA recently. I was looking at Vanguard’s VTSMX Total Stock Market… Read More

Buy Low Sell High

Posted on March 2, 2017March 6, 2017

Q: I am 59 years old. I have just over $100,000 in cash to invest. The market has been very… Read More

Moderate Risk Investment Portfolio

Posted on March 2, 2017March 6, 2017

Q: For a retirement income portfolio with moderate risk, what are good products to invest in? A: I will say… Read More

Investment Programs Scam

Posted on March 2, 2017March 6, 2017

Q: What is a 26f program? Are funds that are stated to be 26f, such as Vanguard Wellington, good investments in… Read More

Retirement Planning and Investment Question

Posted on September 13, 2016March 6, 2017

Q: I have considering putting money into a Roth IRA recently. I was looking at Vanguard’s VTSMX Total Stock Market Index. Basically… Read More

IRA Question

Posted on September 13, 2016March 6, 2017

Q: I’m not eligible for my company’s 401(k) yet, so I’m contributing to my own IRA. I’m married and we file… Read More