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Help for aging parents-in-law
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Mar 10, 2010
Question: My parents in law are 89 and 90 yrs old and have $300,000 in assets. My father in law is a retired military officer but if he dies, our...
Military thrift plan
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Oct 28, 2009
Question: Hi, I recently left active duty military service and am trying to decide what to do with my Thrift Savings Plan. I've got about $40k...
Should I stick with mutual funds?
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Feb 20, 2009
Question: In 2006 I decided that I would move my (significant) individual mutual fund holdings to a managed account with my investment firm (a...
How to reduce student-loan payments?
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Feb 16, 2009
Question: My husband has significant private student loans, about $100K, through Sallie Mae with above market interest rates. The current monthly...
Successful strategy with IRA rollover
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Feb 16, 2009
Question: I'm a Staff Sergeant in the US Army Reserves and spent most of 2008 in Iraq. One obscure maneuver I executed while there was to convert ...
Sell property to invest in stocks?
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Feb 16, 2009
Question: We are both 44 years old. Single income, Clay is in the military, we will probably be living overseas for another 7 years (until 2016)...
How to consider military retirement?
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Feb 16, 2009
Question: I retired from the US Army in 2004 after twenty years of active service with approximately $36,000 per year retirement benefit. The...
Military benefits and Social Security?
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Feb 16, 2009
Question: I will be receiving my Navy Reserve retirement pay when I turn age 60. I also paid into the Social Security system the entire time. Will...
Social Security and military retirement pay
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Feb 16, 2009
Question: I will be receiving my Navy Reserve retirement pay when I turn age 60. I also paid into the Social Security system the entire time. Will...
Keep funding 529 for daughters?
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Feb 16, 2009
Question: Greetings Tess and Chris, I love the show. I'm a military officer, but since I graduated from a service academy, I was never eligible for...
