Q&A
Asked by Victor
Answered by IntroLend Writing Staff
Financial Adviser in Los Angeles, CA
While the information in this article is from last year, it should still give you the information you are looking for. Top 10 States to Retire In
Q&A
Asked by Erin
Answered by Charlie Donaldson
MBA in Newark, DE
Erin, Great question. The easiest way to think about this is that a 529 plan will cover expenses billed by the college. If the bill comes from anything other than...
Q&A
Asked by Zanna
Answered by Ken Perine
Certified Financial Planner in Livermore, CA
Zanna, Congratulations on recognizing the importance of saving for your retirement! Surveys suggest many people aren't doing enough of that, so good for you that you...
Q&A
Asked by Zanna
Answered by Gregg Himfar
Financial Adviser in Carlsbad, CA
How old are your children? Are you utilizing 529 plans? You may still have time to fund a 529 plan if they're a few years from turning age 18, whereby funding the pl...
Q&A
Asked by Zanna
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Zanna. We get this one quite often and having many close friends and an extended family, I have gained much valuable experience with this one. LTC may work for ...
Q&A
Asked by trish
Answered by Kim Miller PRO+
CFP® in Redmond, WA
Hi - I am not an attorney, so nothing I say here is legal advice - you will need to consult with an attorney in your state to draft the actual document and assist you ...
Q&A
Asked by Ron
Answered by Pamela J. Horack, PRO+
CFP® in Lake Wylie, SC
Hi Ron! Here are some quick numbers: If you invest $400/month ($4800/year) at 10% for 30 years, you would have $904,195 at retirement.. Some questions to ask yourself ...
Q&A
Asked by trish
Answered by Kim Miller PRO+
CFP® in Redmond, WA
Hi - I always start by working with people on awareness of their retirement savings opportunities. If your employer(s) has a 401k plan (or a 403b plan or a 457 plan) ...
Q&A
Asked by Sarah
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Sarah. Lot's of folks are in this situation. My friend Jack Bogle (formerly with Vanguard) puts it like this: People were retiring with great plans and living ...
Q&A
Asked by Erin
Answered by Richard Eddy
Financial Adviser in La Verne, CA
Hi Erin. Paul's answer is a good one. I'd approach the conversation with you from a slightly different perspective, however. I'd like you to tell me what your percepti...
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