Bonus Call: Pension Lump Sum or Annuity?

Because there aren’t that many defined benefit pension programs out there anymore, we don’t get a ton of pension questions. But they do still exist, and every once in a while we’ll get a question from somebody trying to decide between a lump sum or monthly payments. That’s the case with Janet from California on the latest BONUS call.

Bonus Call: Do I Need a Financial Planner?

Retirement is approaching, and so far you’ve done a great job of planning for it on your own. Do you need to hire a financial planner or can you keep going solo? That’s what Michelle was wondering on the latest BONUS call.

Bonus Call: Should I Pay Down My Mortgage?

If it’s offered, should you be making post-tax contributions to your retirement plan? As you’ll hear on the latest BONUS call with Chelsea from North Carolina, it kinda depends on your situation.