Escape the ‘gay tax’ while planning for retirement with these three mindset shifts

How to save for tomorrow and still enjoy life today.

In SF Weekly Interview, Chuck Oliver of The Hidden Wealth Solution Highlights Critical Retirement Planning Blind Spots Facing Americans

Chuck Oliver, founder and CEO of The Hidden Wealth Solution, is featured in a newly published interview in SF Weekly examining overlooked retirement planning risks that continue to impact Gen X, Baby ...

Grimes Financial Group Strengthens its Retirement Planning with the Retirement Blueprint(TM)

The Retirement Blueprint is delivered through Grimes Financial Group's fiduciary advisory platform, which provides wealth management, investment advisory services, insurance strategies, and legacy ...

I’m 62 and retired with $1M and no debt. My objective is income. A financial adviser wants 1.25%, but I’m wary of paying them regardless of performance. What’s my m…

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.

‘We struggle.’ We’re 66, active and ready to retire — but we want out of Florida and California is too expensive. What’s our move?

Have an issue with your financial planner or looking for a new one? Email questions or concerns to picks@marketwatch.com.
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I’m 68, my wife is 61. We have an $80K HELOC we want to pay off. We’re thinking of using our retirement funds — and we’d still have $500K in there if we did. What’s ...

Question: “I’m 68 years old and my wife is 61. Is it wise or prudent to use some of our accrued IRA retirement funds to pay off an $80,000 HELOC? We debt service the HELOC monthly and the interest ...