Q&A
Asked by an anonymous user
Answered by Stephen Hartel
MBA, AIF in Denver, CO
MBA, AIF in Denver, CO
In general, you should be saving like crazy
now, so that your money has longer to take
advantage of compound growth. First, though,
you should meet with someone who ca...
Q&A
Asked by an anonymous user
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
President & CEO, TZG Financial in Charlotte, NC
Is the retirement savings in addition to your
pension? What are your monthly expenses? What
are your goals in retirement? How much of your
retirement savings are you c...
Q&A
Asked by helen_w29
Answered by Brian Nguyen
Sr Mortgage Banker in Brea, CA
Sr Mortgage Banker in Brea, CA
That's a broad question, like if it's better
to get married or keep dating. Everybody has
an opinion, and the answer largely depends on
the individual. But as it relat...
Q&A
Asked by an anonymous user
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Anonymous,
My dear friend of 96 (he just
had a birthday) has asked me this for many
years. He does so in preparation for
determining how much to allocate to hims...
Q&A
Asked by an anonymous user
Answered by Bill DiBernardo
Mortgage Professional
Mortgage Professional
This is a personal choice. If it's a financial
decision check with your adviser, but if it's
a matter of lifestyle, then it's up to you.
Q&A
Asked by Jeff
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Jeff.
Thanks for your service. I am also a
Veteran and reside in the USA. I do travel
extensively.
Are you living comfortably
now?
What would change if you ret...
Q&A
Asked by Kare007
Answered by Dave Bradley
Investment Manager (Financial Advisor) in North Charleston, SC
Investment Manager (Financial Advisor) in North Charleston, SC
Hi Kare007
There are always unforeseen
expenses.
"The mistake with uncertainty is
the belief that there is an antidote."
--
Einstein
As a suggestion, add the...
Q&A
Asked by an anonymous user
Answered by Jose Sanchez
Financial Adviser
Financial Adviser
Absolutely! Generally, you can leave it in
the same fund as long as you can find the fund
and fund family at the custodian (financial
institution) where your IRA Roll...
Q&A
Asked by ruben5702
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
President & CEO, TZG Financial in Charlotte, NC
Such a tough question to answer, as how much
is ever "enough"?
Many factors come into
play. What types of retirement vehicles have
you used to amass your nest egg? ...
Q&A
Asked by an anonymous user
Answered by Michael Zaino
President & CEO, TZG Financial in Charlotte, NC
President & CEO, TZG Financial in Charlotte, NC
Several factors come into play, but if you are
relatively healthy for your age and do not
need the additional income as soon as you are
eligible, each year you delay r...
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