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Fidelity

(Photo by Chip Somodevilla/Getty Images)

Organizing Your Retirement Plans

I often hear from listeners who are about to retire and they realize they fall into the category of having too many retirement plans.

WBZ NewsRadio 1030–09/02/2014

Retirees, Senior Discounts

Have You Saved Enough For Retirement?

Before we begin our series this week on members of the Over the Hill Gang, we should establish just who is over the hill.

WBZ NewsRadio 1030–08/11/2014

Photo Credit Thinkstock

Financial Goals For Families With Teenagers

Your baby just turned 17 and will be a senior this fall. What happened to all of the planning you were going to do?

WBZ NewsRadio 1030–06/25/2014

(credit: WBZ-TV)

Financial Goals When Baby Makes 3

Where there were two there now could be three, four, or more if you used fertility drugs.

WBZ NewsRadio 1030–06/24/2014

(credit: iStockphoto)

Health Care Costs In Retirement

The #1 worry for most retirees is not having enough money to cover all of the health care costs in retirement.

WBZ NewsRadio 1030–06/20/2014

Fidelity, UFund, UPlan, College Savings, 529 Plan, IRA

Which Mutual Funds Belong In Your Portfolio?

There are thousands of mutual funds to choose from and you will need a disciplined process to whittle down the number to something that is manageable.

WBZ NewsRadio 1030–01/14/2014

(Credit: Thinkstock)

Taking A Look At Your Portfolio

To reach your financial goals of a comfortable retirement or sending the kids to college you will be investing in the stock market.

WBZ NewsRadio 1030–01/13/2014

(Photo by Chip Somodevilla/Getty Images)

Are You Saving Enough For Retirement?

The average 401(k) balance came in at $80,600 at the end of the second quarter of this year (2013) according to a report released by Fidelity, which represents 12.4 million U.S. workers.

WBZ NewsRadio 1030–10/24/2013

(Photo by Joe Raedle/Getty Images)

Know Your Retirement Plan Options And Limits

Sixty percent of employers offer some sort of retirement plan but only about fifty percent of employees take advantage of the plans offered.

WBZ NewsRadio 1030–10/22/2013

Photo Credit: Thinkstock.com

How To Clean Up Those Retirement Plans

So often I hear from listeners who are about to retire and they realize they fall into the category of having too many retirement plans.

WBZ NewsRadio 1030–09/03/2013

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