Getting Personal

Question: My son has been accepted to a good out of state private college after completing his 2 year degree at a local community college. However,...

Question: Someone on our show once said that closing your account would lower your credit rating. With the Occupy movement asking people to move...

Question: With the roller coaster-volatility of the stock market, would it be wise to tell my investment management firm to sell all mutual fund...

Question: We sold our home a year ago and have chosen not to reinvest into the market due to the volatility. We did make a profit on this sale....

Question: I have a question about what term to refinance for given that I have a child that will enter college in about 15 years. If I refinance...

Question: I always hear you guys say to diversify your retirement funds. It makes sense and I'm on board with that. However does putting all your...

Question: I am currently looking to refinance my home to get a lower interest rate. The problem is I will likely be relocating for work soon. I'd...

Question: I've had mutual funds for over 20 years that basically are about 10% higher now than my original investment so long ago. This is typical...

Question: I own shares in a family business and my shares are being purchased. I will be paid approximately $150,000 over the next ten years in...

Question: Hello, I was just listening to your program here in sunny San Diego, Saturday around noon (Oct 22). You were interviewing a recent...