With a large inheritance coming our way, is it okay if we spend some of it?
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Can We Spend the Inheritance?

Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question? Email us at askjill at jillonmoney dot com.

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Self-Improvement

My financial advisor is suggesting two different annuities for me. Are they appropriate given my situation?
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Two Annuity Options

I am retired and I'm unsure how to start withdrawing money from my various accounts. 
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Spending Savings in Retirement

With retirement still a ways off in the distance, is there any reason why I should be moving some of my assets?
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Should I Move My Retirement Money?

Now that we're in our mid 60s, are we on track to have enough money saved as we approach retirement?
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Do We Have Enough Saved for Retirement?

A holistic view of your full financial picture can help you identify opportunities that may reduce your overall tax burden while potentially enhancing long-term investment returns.
Have a money question? Email us here
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
 
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Can We Spend the Inheritance?

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