Question: We have just finished our annual retirement portfolio re-balancing. All of our accounts are with Vanguard. Should we consider having some…

Question: I'm 56 and my wife and I together make around $80k and both contribute to our company matched 401Ks. I plan to retire at age 70. My…

Question: My employer is switching from a high-deductible health insurance plan to a traditional plan. I have accumulated enough in my HSA to be…

Question: My husband and I are planning on retiring at age 50 (we have approx 13 years left)…meaning we hope to quit our 8-5 corporate jobs and…

Question: I am a single, 40 year old woman, no dependents. I got a New England Life Insurance policy about 13 years ago – not for a payout if I die…

Question: Chris—We have recently been advised by a financial consultant to begin to invest in an Indexed Universal Life Insurance Contract, also…

Question: I'm 61 and will work until 65 or 66, unless my employer decides otherwise. My financial advisor is recommending that I put my IRA into a…

Question: I'm divorced with 2 children who have college loans on which I cosigned. I want to make sure that if anything happens (god forbid) that I…

Question: I just finished graduate school and started my first real, full time job. I want to begin contributing towards retirement. My situation…

Some more thoughts on long term care insurance….