Mailbag: Age Gaps, Rental Property, Too Conservative

We'll ring in 2018 by answering your questions about age gaps, investing too conservatively, and what to do with an old rental property. Matt also has details about some upcoming events at the brand new office in Westchester. Plus, Walter reminisces on his days as a chocolate festival emcee. You won't want to miss the first episode of the year.

Common 401k Questions

A lot of Americans have 401k accounts. Let’s cover some of the common questions we get from 401k owners. You probably have some of these questions on your mind anyway. Oh, and this advice generally applies if you have a 403b or similar type of account, too.

Financial Santa Claus

In the spirit of the holiday season, let’s pretend that Santa Claus is filling up the stockings of retirees and pre-retirees with useful financial resources. But you can only fit 6 items into the stocking. Which 6 would you choose?

Mailbag: Early Medicare, Tightwads, New Cars & Divorce At Retirement

What happens when you retire before Medicare eligibility? What do you do if your significant other is a tightwad when he doesn't really need to be? Is it OK to buy a brand new car on credit right at retirement? What should you do if you're getting an unexpected divorce right before retirement? We'll answer all those questions and more on this week's "Mailbag" edition of Smart Money Questions.

Financially Savvy Grandparenting: Part 2

Part 2 of our discussion of the 7 tips for grandparents to consider as they help their grandchildren grow into financially savvy adults.

Financially Savvy Grandparenting: Part 1

A common question we often get, that’s not even really related to investing, is from retirees wanting to know how they can help pass their financial wisdom on to the next generation. So, let’s touch on seven tips for grandparents to consider as they help their grandchildren grow into financially savvy adults.

Story Time: In The Nick Of Time

Occasionally, someone meets with an advisor just in the nick of time. Let’s hear about a time a client was about to make a bad financial mistake, but it was averted because of meeting with Matt.

Mailbag: Nursing Homes, Roths, and Hating Advisors

Let's answer your questions about nursing home planning strategies, Roth conversions, and what to do if you hate every financial advisor you meet.

Retirement's New Paradigm

Understand a new paradigm in today's retirement landscape - Debt. Learn why it's become a pervasive problem in retirement and how you can handle the different debt issues you might have to navigate.

Mailbag: LTC, LSPs, Metals

Answering your questions about long term care, TSP accounts, working with an advisor for the first time and whether it'd be wise to dump all your money into precious metals.