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09/25/2020
Publication: The Street
With interest rates at historic lows, the question isn’t if but when inflation will threaten your retirement. Jeannette Bajalia explains why inflation is a risk to your retirement savings – and what you can do mitigate it.
09/08/2020
Publication: News 4 Jax
It’s not just a financial life – it’s a life plan. Jeannette Bajalia shares her personal story and how she uses it to help other women create a better future for themselves.
04/19/2020
Publication: Wall Street Journal
What should you do to maximize your 401(k) after a market downturn? Find out how minor tweaks to your 401(k) can lead to more money in retirement income.
03/12/2020
Publication: Tribune Content Agency
What will happen to your Social Security benefits when you die? Jeannette Bajalia explains the options.
03/10/2020
Publication: WWD
Jeannette Bajalia answers the question, “What’s next?” after the coronavirus and an oil price war took the markets – and Americans – on a wild ride at the beginning of 2020.
03/04/2020
Publication: U.S.News & World Report
You’ve set a target date for retirement – but will you be ready when it gets here? Jeannette Bajalia shares her insights on the financial steps you should take before retirement.
02/17/2020
Publication: Barron's
You may know the total amount in your 401(k) – but do you know how much that amount translates to in monthly retirement income? That information will soon appear on your statement.
02/14/2020
Publication: Newsmax Finance
Why is tax planning so critical for your future? Michael Macke, CFP® shares his tips for tax planning when you retire.
02/05/2020
Publication: ValueWalk
Do you need to add an annuity to your retirement income plan? Maybe. Jeannette Bajalia explains why it might be a good idea.
01/30/2020
Publication: Kiplinger
Figuring out when and how to claim Social Security benefits can be tricky. Jeannette Bajalia gives her advice about taking Social Security to
Kiplinger.
01/17/2020
Publication: Newsmax Finance
When it comes to financial planning, women are less confident than men. Jeannette Bajalia tells Newsmax why it’s time for women to take charge of their money.
01/17/2020
Publication: Prevention
A divorce can cause chaos for your financial life. Jeannette Bajalia shares her tips for navigating the financial cost related to divorce.
12/06/2019
Publication: Newsmax Finance
How much money will you need to cover health care costs in retirement? Michael Macke, CFP® shares strategies you can use to plan and pay for health care as you age.
12/05/2019
Publication: CNBC
Senator Rand Paul introduced a bill that would let Americans use retirement funds to pay for school. Is it a good idea? Jeannette Bajalia gives her thoughts.
12/03/2019
Publication: BETTER
It doesn’t take a lot of money to make a difference for someone else. Michael Macke, CFP® shares how gifting items you no longer use can benefit both you and the recipient.
11/27/2019
Publication: Global Trade
The U.S. will soon see the biggest generational wealth transfer in history. Jeannette Bajalia explains what steps to take to make the transfer a smooth one.
11/18/2019
Publication: Business Insider
Jeannette Bajalia gives ideas for increasing your income – without changing your lifestyle.
11/13/2019
Publication: CNBC
If you’re participating in your employer’s retirement plan, you may have more options than just a traditional 401(k). Jeannette Bajalia explains the difference between a traditional 401(k) and a Roth 401(k) – and shows you how to choose the right account type for you.
11/05/2019
Publication: Business Insider
Looking for the ideal place to retire? Jeannette Bajalia shares what factors should play into your decision about where to spend your retirement.
09/25/2018
Publication: Growing Bolder
What is the connection between longevity and financial planning? Hear Jeannette Bajalia speak on how your health affects your wealth – and how money impacts total well-being.
05/09/2018
Publication: MYMOVE
Baby boomers are reversing the trend of migrating to Florida in retirement. Jeannette Bajalia talks about why retirees are choosing to forego relocating and stay near their families.