Right-Size Your Way to a Comfortable Retirement
Right-size your housing costs in retirement to better align your expenses with your retirement income, and enjoy your new lifestyle!
What If…?
It's a difficult discussion to have, but it's absolutely necessary: Life insurance and appropriate estate planning can be crucial to a family's financial future.
What Is Your Inflation Rate?
A very nice couple came to our office a week or so ago; let’s call them John and Sally. They are self-proclaimed “faithful” Cutter Family Finance readers who are…
Watching The Tax Proposal Duel Unfold
When Susan Roman and I sit down with folks to help them design their retirement system, we usually discuss whether it makes sense to use investment vehicles that result in…
Working Women Are Still Falling Behind
I am the mother of four great children: three girls and one boy. For many years, I worked just one day a week (outside of our home). I did this…
Required Minimum Distributions, Do I Need To Worry?
Last week was a long week. In Jeff’s endless pursuit of physical fitness (not really), he hurt himself. All of us in the office tell him he will be fine,…
Retirement Concerns You Can Tackle
When either Susan or I sit down to write our Cutter Family Finance column each week, we try to tackle topics that are relevant to everyone. However, we do recognize…
Finding The Right Home For Your Money
I find that when people think about financial planning, they often think about saving, saving, and then saving some more. As most of you know, I’m an advocate of saving…
Your 1099-B and Your Tax Return
I always think it’s funny when people act like it’s a waste of money to pay someone to do their taxes. We pay people to fix our cars. We pay…
Think Uncle Sam Will Never Take Your Benefits? Think Again
Jeff Cutter and I often talk to people about the funding problems that this nation faces. The mainstream media likes to talk about the national debt approaching $20 trillion but…