Do I need a (fee-based) financial planner, advisor, or tax accountant? Recommendations for one in San Francisco?
I'm almost 30, almost debt-free, and feeling out of my depth as I try to figure out what to do about non-retirement savings. [more inside]
posted by polexa
on Apr 16, 2013 -
Moving to a better school zone. Should I do it? Tough decisions concerning moving, staying put, and financial future. [more inside]
posted by anonymous
on Aug 25, 2012 -
Saving for retirement - the advice and calculators out there are too complicated and I constantly question my assumptions. Is there a good rule of thumb to use until I visit an advisor? [more inside]
posted by Tehhund
on Aug 3, 2012 -
I work for a public library and have 18 years of service. I can retire with full benefits at 30 years. I have the option of paying the state a lump sum of $10,000 to service purchase my four years in the Marines. This means I can retire earlier. I have to think this has to be worth it. It will put a dent in my 401k but to retire at 51 rather than 55 seems like a hell of a good deal for $10,000. Thoughts?
posted by zzazazz
on Jan 4, 2012 -
I am 60 years old and thinking of retiring, but unsure about how much money I need to live without working. I have a net worth of $3 million, half of it in two pieces of rental propery with the other half in stocks, bonds and a pension, but live in an expensive area and have a spouse who likes to live well and travel a lot. Can anyone out there offer some good advice?
posted by jc1745
on Aug 28, 2008 -
Recommendations for a financial advisor/accountant for a young couple in NYC? [more inside]
posted by scazza
on Jan 30, 2008 -