Did I make a mistake by purchasing a fixed index annuity for nearly $500k?
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Did I Make an Annuity Mistake?

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

I’m 61, my wife is 58, and we would like to retire in about four years. I assume we are close to the numbers needed but am wondering if we need to make any adjustments?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
 
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How Am I Set up for Retirement?

My uncle died and left me two life insurance policies. I have mostly left the money alone but I'm wondering if I should reallocate?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
 
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How to Allocate Inheritance

For the first time ever, the Dow Jones average rose about 40,000, providing new optimism about the economy. I joined CBS Mornings to discuss.
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
 
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Stock Market Milestone

I'm contemplating retirement at the age of 60. Can I do it?
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"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
 
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Contemplating Retirement

After taking a retirement buyout a few months back, I want to make sure my calculations are correct.
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Subscribe to Jill on Money LIVE
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Twitter: @jillonmoney
"Jill on Money" theme music is by Joel Goodman, www.joelgoodman.com.
 
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Did I Make an Annuity Mistake?

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