Allworth Financial’s Money Matters

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Investing in Yourself is Saving

December 29, 2018

Rounding out the year, this week’s Money Matters is a look back at more of the most memorable calls from 2018. Scott and Pat also talk about some money moves that you can make to kick off 2019.

Scott and Pat take a call from an engineer who wants to leave money for his children. A woman in her 40’s wants to save for retirement, help her son pay for college, and start a new career. A caller wants to help his elderly mother invest in the stock market. A mother is planning to change jobs and wants to help her son pay for college. A son got his now-deceased grandmother to co-sign a student loan, and the father is concerned about the estate. Finally, Scott and Pat advise a retiree who wants to ensure her pension will also help her husband.

Ask a question by clicking here, or email Scott and Pat at questions@moneymatters.com.