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Happy Easter weekend! While it pales in comparison to Christmas on the retail level, Americans spend a whopping $17.2 billion ($145 per consumer) on Easter festivities, according to BigInsight. That number includes: 90 million chocolate Easter bunnies, 700 million Peeps and 16 billion jelly beans. All that AND we get to watch Judy Garland in "Easter Parade" and celebrate new highs for the S&P 500!
We started the show with a reminder: when you know that a bill is due, whether it's a tuition bill or a construction bill, it behooves you to keep that money safe--as in, NOT in the market! That's the message to Kelly from IL, who asked about allocation of a 529 plan and Kathy from Washington DC, who is about to start a home renovation.
We fielded lots of allocation questions: Bev from WI is helping her friend plan for retirement, using Vanguard funds; CJ from NC is concerned about having excess cash, but equally worried about losing money in the stock market; Steve wants to know how to invest $500,000; Judd from NY wants an uncomplicated way to put $250K to work; Mel and his wife are in their mid 70's and need a reality check on the right balance for their retirement assets; and "S" wants to make sure his $1.4 million is in the right funds.
On the real estate front, Jerry asked about refinancing programs for loans not guaranteed by Fannie or Freddie; Kathy asked about paying down a home equity loan; and Peter wondered about investing in real estate inside his retirement accounts.
We walked Colleen through the life insurance process and then addressed a tough question from David regarding end of life planning.
Here are web sites and resources mentioned in this week's show:
-- NAPFA: National Association of Personal Financial Advisors (fee-only advisors)
Thanks to everyone who participated and to Mark, the BEST producer in the world. If you have a financial question, there are lots of ways to contact us:
Call 855-411-JILL and we'll schedule time to get you on the show LIVE
Send an email: firstname.lastname@example.org
Tweet me: @jillonmoney
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