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Wealthtender
Jun
Nathan Mueller, MBA Answered question
Non-qualified annuity: Lump Sum or Periodic Option?
Julie Bray Answered question
restricted stock given some under RSU-time and VA-time. The RSU was cancelled and I believe reissued under VA-time. Question is why did it reissue for more?
Julie Bray Answered question
Can you work full-time job and collect SS from decrease spouse without penalties of reduction of SS wages from spouse after 62?
Julie Bray Answered question
Can large payout of intellectual property be placed in a trust?
Julie Bray Answered question
I’m 70 and adopting my new wife’s 7-year old daughter in the Philippines. I’m told she gets as much as 50% of my SS through college. Your input?
Julie Bray Answered question
Can bill collectors try to collect my debt from my mom’s bank account if she adds me to it?
May
Julie Bray Answered question
What is one of the best high-paying college majors?
Julie Bray Answered question
Should I adjust allocations in my $1.3M IRA as I near retirement?
Julie Bray Answered question
Should I use my bonus to first pay off credit cards, or the car I’m upside down on?
Julie Bray Answered question
I put tax-free money in an IRA CD and have a question.
Julie Bray Answered question
Old/Small 401k: Transfer or Close?
Apr
Jeff Schlotterbeck Answered question
Should I adjust allocations in my $1.3M IRA as I near retirement?
Mar
Mike Hunsberger, ChFC®, CFP® Answered question
Should I sell investments to pay off credit card debt?
Mike Hunsberger, ChFC®, CFP® Answered question
I am receiving military retirement. Can I start an IRA?
Feb
Mike Hunsberger, ChFC®, CFP® Answered question with other activity
I’m 62, single, retired with $800k. Which accounts should I use first for living expenses?
Mike Hunsberger, ChFC®, CFP®
Answered question
Anthony Ferraiolo, CFP®
Answered question
Nathan Mueller, MBA Answered question
Active ETFs – Tax Efficiency?
Marcel Miu Answered question
Financial Advisor Help with Bitcoin
Jeff Schlotterbeck Answered question
Using a robo advisor in our 40s
Jeff Schlotterbeck Answered question
Financial Advisor Help with Bitcoin
Nathan Mueller, MBA Answered question
Rental Income Tax Question
Jan
Melody Brady Answered question
Student loan payment amount higher than wages
Anthony Ferraiolo, CFP® Answered question
Rental Income Tax Question
Dec
Stephen Mazer Answered question
Buy 2nd Home or Put $ into Savings?
Andrew Van Alstyne, MBA Answered question
Using a robo advisor in our 40s
Nov
Melody Brady Answered question
Paying Advisor 1% to manage $1M
Oct
David Berns Answered question
Should I hire a financial advisor or an accountant?
David Berns Answered question
Paying Advisor 1% to manage $1M
Aug
Chris Ward Answered question
I’m 56. I was married to my ex husband for 19 yrs and got divorced, I remarried my 2nd husband for 19 months then he died of cancer, am I eligible to draw from my ex or my husband on Social Security?
Chris Ward Answered question
How should I invest after retirement?