Q&A
Asked by Kathryn
Answered by IntroLend Writing Staff
Financial Adviser in Los Angeles, CA
Financial Adviser in Los Angeles, CA
Congratulations on buying your first home and
on your engagement! Planning your budget is a
great first step for your life together. Here
is an article on the subject ...
Q&A
Asked by Alec
Answered by Stacy Marcus
CDFA™ CFEI™ in New York, NY
CDFA™ CFEI™ in New York, NY
Investing for retirement is an important goal,
however, having an emergency fund is a
priority. You should first have sufficient
funds which are liquid - do not requi...
Q&A
Asked by Kathryn
Answered by Stacy Marcus
CDFA™ CFEI™ in New York, NY
CDFA™ CFEI™ in New York, NY
You should have already started :-) The
earlier you start saving for retirement the
greater the opportunity for your money to
grow. Money grows exponentially over t...
Q&A
Asked by an anonymous user
Answered by Stacy Marcus
CDFA™ CFEI™ in New York, NY
CDFA™ CFEI™ in New York, NY
Yes, both are critical priorities. Two
important pieces of information are missing -
(1) do you have any emergency fund savings
currently; and (2) how much is your de...
Q&A
Asked by Yvette
Answered by Stacy Marcus
CDFA™ CFEI™ in New York, NY
CDFA™ CFEI™ in New York, NY
Yvette, I hope you received qualified
professional tax and financial planning advice
when you made the decision to roll over your
401(k) into an annuity. The terms an...
Q&A
Asked by Alec
Answered by IntroLend Writing Staff
Financial Adviser in Los Angeles, CA
Financial Adviser in Los Angeles, CA
Hi Alec,
You might want to check out our
retirement calculators such as How Much Do I
Need to Retire?
Thanks,
Q&A
Asked by Beverly
Answered by Robert Henderson
AAMS® CDFA® in Mystic, CT
AAMS® CDFA® in Mystic, CT
A reverse mortgage (or HECM - home equity
conversion mortgage) CAN be a very useful
financial planning tool for retirees. But it's
important to understand what reverse...
Q&A
Asked by Beverly
Answered by Stephen Hartel
MBA, AIF in Denver, CO
MBA, AIF in Denver, CO
Beverly, I think it is a good idea to think
about retirement in two main categories. The
first category is your living expenses. A
simple rule of thumb is that you nee...
Q&A
Asked by an anonymous user
Answered by David Klenske
Financial Adviser in Carlsbad, CA
Financial Adviser in Carlsbad, CA
3 months of expenses is a general guide
Q&A
Asked by Britt
Answered by Stacy Marcus
CDFA™ CFEI™ in New York, NY
CDFA™ CFEI™ in New York, NY
Hello Britt, Hopefully you have already been
saving, but if not its never too late to
start. You should try to save as much as
possible, but the key is to start. Do y...
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