Financial Planning

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Asked by Martha
Answered by Prateek Mehrotra
Financial Adviser in Appleton, WI
Martha, The answer to your question is Yes. Most of us make more than one will during our lifetimes; circumstances change, and our estate planning needs to chan...
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Asked by Katie
Answered by Elizabeth Beagle
Insurance Agent in Burbank, CA
Some agents would state you need 12 to 14 percent of your annual earnings in life insurance. I believe there are more practical ways of determining the right amount of...
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Asked by Kathleen
Answered by Kim Miller PRO+
CFP® in Redmond, WA
The simple answer is yes, you do. You need to take maximum advantage of all of your retirement savings opportunities: 401(k) (pre- and post-tax) and IRAs (preferably ...
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Asked by Lynn
Answered by Ted Rood PRO+
Mortgage Broker in Maryland Heights, MO
Reverse mortgages are a great tool, in certain circumstances, and an expensive mistake in others. Their interest rates and costs are higher than typical mortgages, an...
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