Should You Pay Off Your Mortgage? As you approach retirement, you may be wondering if you should pay off your mortgage. There are pros and cons to both sides of the argument, according to Beau Kemp of Sensible Money.

Chat GPT vs. Expert: Tax -Efficient Withdrawals. Joe Goldgrab, Executive Wealth Management Advisor at TIAA, critiques ChatGPT’s response to the question: How do I create tax-efficient ways to make withdrawals from my retirement account?

Your Money Map With David Blanchett and Margarita Perry: David Blanchett and Margarita Perry joined Jean Chatzky to discuss the question/episode title: Does the 4% Retirement Rule Still Work?

403b: A 403b is a type of retirement savings plan available to employees of certain tax-exempt organizations, such as public schools, colleges, universities, hospitals, and nonprofit organizations. It is similar to a 401(k) plan but […]

401k Rollover: A 401k rollover refers to the process of moving funds from a 401(k) retirement plan account into another tax-advantaged retirement account, typically an Individual Retirement Account (IRA). This transfer allows individuals to maintain […]

Your Money Map with Jean Chatzky & Richard Leider: In this episode of Your Money Map, host Jean Chatzky is joined by Richard Leider to discuss the importance of finding purpose in retirement. Learn more: https://www.protectedincome.org/leider/

Budgeting in personal finance refers to the process of creating a plan for how you will allocate your income to cover your expenses, save for the future, and meet your financial goals. It involves tracking […]

Financial planning is the process of setting and achieving personal or organizational financial goals by creating a comprehensive strategy to manage finances effectively. It involves evaluating one’s current financial situation, identifying objectives, and developing a […]

What Is a Beneficiary? A beneficiary is an individual or entity designated to receive benefits, assets, or rights from a particular source, such as a will, trust, life insurance policy, retirement account, or investment account. […]

Estate Plan: An estate plan is a comprehensive legal and financial strategy that outlines how a person’s assets and responsibilities will be managed and distributed during their lifetime and after their death. It involves creating […]