Tag: Estate Planning

My parents want to use $300,000 in retirement savings to pay off $160,000 left on their home. Is that a good idea?

I am in my 30s, gainfully employed and married, but I still have significant student loans and I don’t expect to have a lot of extra funds in the near future. My parents are in their 60s and 70s and live nearby. My stepfather is in his early 70s, and receives Social Security retirement. He […]

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Our best friends share our pandemic pod, but their spending is out of control. What can we do to help?

We have family friends that we’ve known since before we had kids several years ago. Since then we’ve gotten pregnant at the same time, weathered COVID-19 as a pod, and relied on each other for relationship and career advice. One thing that makes us sad, though, is seeing all the rough financial decisions they make. […]

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