Answers Archives

Ask an Advisor: What are the key financial considerations for a single individual at 35 aiming to build a strong foundation for future wealth?

Ask an Advisor: I’m 40 and thinking about taking my 401(k) out to pay off some high interest credit card debt. Is this a good idea?

Ask an Advisor: I’m a single mom, 10 years from retirement. My adult daughter is 28, still living with me, and costing me a lot of money. She always seems to be short on money each month. How can I stop the financial bleeding?

Ask an Advisor: Clients Are Asking About RMDs – What Retirees Need to Know Amid Law Changes and IRS Guidance Shifts

Ask an Advisor: I lost $137,000 in the bond market. Should I liquidate or hold the course? Investments are in an IRA so I cannot write off the losses.

Ask an Advisor: Will contributing more to my 401(k) lower my tax bracket?

Ask an Advisor: My husband passed away, and I am 63. I still work full-time and earn more than $21,300. For Social Security, do your earnings count minus your pretax health plan and your 401(k), or does it go by your actual earnings?

Ask an Advisor: What are the safest ways to invest in cryptocurrencies? (Plus, how to avoid crypto scams, and more.)

Ask an Advisor: I own a rental house in a popular Denver neighborhood. Am I better off financially by securing long-term renters, or should I list the property on Airbnb to generate income from short-term rentals?