Everything by Marc.

Investing

I am planning to retire at age 66 with $800K in my IRA and $2,900 a month from Social Security. Is this possible?

Jun 7, 2025 Investing

I’m interested in bond ladders. What are the risks I should know about?

Jun 6, 2025 Investing

Can I withdraw $50,000-$70,000 annually in retirement at age 55 with $1,100,000?

Jun 5, 2025 Personal Finance

If I Could Go Back, I’d Start Investing in Dividends at 20 – Here’s Why Timing Matters

Jun 5, 2025 Investing

Can a person retire comfortably at 65 with 3 million saved?

Jun 4, 2025 Personal Finance

Did I Make a Mistake by Selling My Apple and NVIDIA Stocks During the Dip – Here’s How I Managed My Portfolio

Jun 4, 2025 Investing

I am 50 with $750K in a 401(k) and getting divorced. How should I safeguard my finances?

Jun 4, 2025 Personal Finance

How I Discovered My Parents’ Investment Portfolio Was Underperforming – Here’s What I Found

Jun 4, 2025 Personal Finance

I’m 28 and Wondering If I Went Too Heavy on Dividends Too Early – Seeking Portfolio Advice

Jun 3, 2025 Personal Finance

How the Big Beautiful Bill Will Impact My Taxes and Financial Planning

Jun 3, 2025 Investing

I don’t need my RMDs yet. What are smart ways to use the money?

Jun 3, 2025 Investing

I am 62 years old with $700k in a 401(k). Would converting $70k annually help avoid RMDs?

Jun 3, 2025 Investing

I am 63, still earning, and eyeing Roth IRA funds for renovations. Is that a mistake?

Jun 2, 2025 Personal Finance

I Spent $1,089 at Starbucks in Just 7 Months – What Am I Doing?

Jun 2, 2025 Personal Finance

I Sold 8% of My Portfolio – Here’s How I Secured My Retirement for Two More Years

Jun 2, 2025 Investing

I have a Roth IRA and a trust. Will a nursing home be able to access my savings?

Jun 2, 2025 Investing

Will $30K in annuity income offset my $60K RMD?

Jun 1, 2025 Investing

I have an estate worth approximately $5,000,000. Would it be better to pay a financial advisor a flat fee of $10,000 or 0.5% of my assets?

Jun 1, 2025 Personal Finance

Why I’m Ready to Cancel My AMEX Gold Card – The Hidden Costs of Coupon Cards

May 29, 2025 Investing

Could Palantir Become a Stock Split Candidate This Year?

May 26, 2025