Alisa Wolfson

Los Angeles

Personal Finance Columnist at MarketWatch

Personal finance columnist @Marketwatch

Articles

I’m 62 and my husband is 57 - and we need money help. We have 401(k)s, 3 investment properties and a home we live in. Can we retire in 5 years?

3 days ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerHave an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected]. Updated: May 12, 2025 at 7:00 a.m. ETQuestion: “I’m 62 years old and my husband is 57 years old. We both work full time and we’ve never had a financial adviser.
‘We started worse than broke.’ Now at 64 and 65, we have $600K in our 401(k)s, an $800K home and a business that could pay $100K a year. Is Florida the next move for us? - MarketWatch

4 days ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerHave an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected]. Updated: May 10, 2025 at 11:40 a.m. ETQuestion: “My wife and I are 64 and 65 respectively and expect to work for another four years.
‘Is there any way to lower the taxes or penalties?’ I’m 75 but I haven’t started to take distributions from my IRA. Now what?

1 week ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerHave an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected]. Updated: May 6, 2025 at 7:00 a.m. ETQuestion: “I am 75 years old and I have not begun taking distributions from my IRA. Is there any way to lower the taxes or penalties I have to pay?
‘I am struggling to manage.’ I’m 59, earn $90K a year but have $60K in credit card debt - and I want to retire at 63. Is this possible?

1 week ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerHave an issue with your financial planner or looking for a new one? Email questions or concerns to [email protected]. Updated: May 5, 2025 at 5:15 a.m. ETQuestion: “I am 59 and work in IT. I have a primary home that I live in, which was purchased for $258,000 and has a remaining mortgage balance of $215,000.
‘I wasn’t worth the full value of the meal.’ Who’s right?

1 week ago | msn.com | Alisa Wolfson

Continue reading More for You Continue reading More for You
He used a coupon on their first date. She was shocked: ‘I wasn’t worth the full value of the meal.’ Who’s right?

1 week ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreA new survey shows that most singles think it’s OK to use a coupon on a first date.
I’m 63 and a Retired Government Worker With a $95k-a-year Pension and $100K in Savings. But I Owe $240K on My Home.

1 week ago | cfp.net | Alisa Wolfson

MarketWatch A 63-year-old retired government worker asks whether $95,000 in pension income and $100,000 in savings is enough to support renting for life after selling a home. Experts recommend working with a fee-only CFP® professional who can tailor an investment strategy, noting that CFP® professionals must meet rigorous education, experience and fiduciary standards. MarketWatchAlisa Wolfson May 3, 2025
I’m 63 and a retired government worker with a $95K-a-year pension and $100K in savings. But I owe $240K on my home. Can I make it?

1 week ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerHave an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected]. Updated: May 2, 2025 at 8:42 a.m. ETQuestion: “I’m a 63-year-old retired government employee. Can I make it with $95,000 a year in pension income and $100,000 in savings?
‘I don’t know how to channel that anger.’ I’m 55 and had $2.7M in November. I asked my adviser to pull me from the market ASAP, but he didn’t. I’m down 10%. Now what? - MarketWatch

1 week ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreThe AdvicerHave an issue with your financial adviser or looking for a new one? Email questions or concerns to [email protected]. Updated: May 2, 2025 at 9:24 a.m. ETQuestion: “I am 55 and I invest my money through a large financial firm. In November, my investment accounts were up to $2.7 million.
As mortgage rates ‘again declined,’ here’s what 4 pros say is ahead for rates

1 week ago | marketwatch.com | Alisa Wolfson

MarketWatch Picks highlights items we think you’ll find useful; we are independent of the MarketWatch newsroom. We might earn a commission from links in this content. Learn moreMortgage rates edged slightly lower, Freddie Mac data released May 1 shows. But what’s in store for home buyers in the next month — and year?

Contact details

Emails

[email protected]

Socials & Sites

Try JournoFinder For Free

Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.

Start Your 7-Day Free Trial →

X (formerly Twitter)

Followers: 751
Tweets: 509
DMs Open: Yes

No Tweets found.

Alisa Wolfson

Articles

I’m 62 and my husband is 57 - and we need money help. We have 401(k)s, 3 investment properties and a home we live in. Can we retire in 5 years?

‘We started worse than broke.’ Now at 64 and 65, we have $600K in our 401(k)s, an $800K home and a business that could pay $100K a year. Is Florida the next move for us? - MarketWatch

‘Is there any way to lower the taxes or penalties?’ I’m 75 but I haven’t started to take distributions from my IRA. Now what?

‘I am struggling to manage.’ I’m 59, earn $90K a year but have $60K in credit card debt - and I want to retire at 63. Is this possible?

‘I wasn’t worth the full value of the meal.’ Who’s right?

He used a coupon on their first date. She was shocked: ‘I wasn’t worth the full value of the meal.’ Who’s right?

I’m 63 and a Retired Government Worker With a $95k-a-year Pension and $100K in Savings. But I Owe $240K on My Home.

I’m 63 and a retired government worker with a $95K-a-year pension and $100K in savings. But I owe $240K on my home. Can I make it?

‘I don’t know how to channel that anger.’ I’m 55 and had $2.7M in November. I asked my adviser to pull me from the market ASAP, but he didn’t. I’m down 10%. Now what? - MarketWatch

As mortgage rates ‘again declined,’ here’s what 4 pros say is ahead for rates

Contact details

Emails

Socials & Sites

X (formerly Twitter)