9 posts tagged with retirement and finances. (View popular tags)
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Financial Planner or Advisor in San Francisco

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 - 5 answers

 

Would You Move for Better Schools?

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 - 19 answers

Not looking for a detailed plan, just a quick

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 - 17 answers

Service Purchase for Retirement

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 - 19 answers

VISA or pension?

$10,000 available to borrow from a pension plan, and $10,000 in credit card debt. [more inside]
posted by An Infinity Of Monkeys on Dec 15, 2008 - 15 answers

Can I afford to retire?

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 - 14 answers

How can I protect myself from my financially unstable mother?

How can I protect myself from my financially unstable mother? [more inside]
posted by fan_of_all_things_small on Feb 19, 2008 - 24 answers

Recommendations for a financial advisor/accountant for a young couple?

Recommendations for a financial advisor/accountant for a young couple in NYC? [more inside]
posted by scazza on Jan 30, 2008 - 2 answers

Selling shares within a Roth IRA

What are the rules about selling shares held in a Roth IRA? Warning: still a bit of a finance n00b... [more inside]
posted by electric_counterpoint on Jul 13, 2007 - 17 answers

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