The Boston Globe Money Makeover
Watch as readers work with financial advisers to try to reach their financial goals.
December
Byfield couple tries to balance retirement and largesse
When some friends lost everything but their cats, Cathleen and John Banister-Marx didn't think twice: They checked the balance in their bank accounts and sent money.
November
Getting by, working less
Phyllis Werlin - laid off twice from technical support jobs - chose to rethink her relationship with work.
September
Don't let tax incesntive drive decision to buy home
This spring, Emily Judd, 31, made an offer on a fixer-upper in Quincy, hoping to take advantage of the soon-to-expire $8,000 federal tax break for first-time home buyers.
July
Becoming money manager after a spouse's death
Before he died this spring, Iris Bloom's husband was the family investor. As Bloom, a quality engineer and Newton resident, explained, "He did all the money management, and he did pretty well."
June
Where did it all go?
The Rutledges always tried hard to do all the right things when it came to money. But at the end of the month, they grappled with an age-old budget predicament. So they applied for a Money Makeover.
April
Late start to retirement saving
With just $2,700 tucked away in a retirement account, Adam Rothberg is seeking professional help in figuring out how to create a more secure future.
March
Analyst seeks outsider's take on finances
A budget analyst, Tara Conte has a degree in finance. But when it came to her own finances, she wanted a second opinion.
january
Shooting for their dream jobs
Free Web programs track a couple's finances to help build their part-time business into a full-time operation.
august
Students learn pros and cons of ownership
When Katie Helke moved here last summer with her boyfriend, they took one look at their monthly rent and started thinking, "Let's buy." But they needed help running the numbers.
june
Competing challenges
Half of this couple is focus on paying bills, while the other is worried about retirement.
April
Beyond the bottom line
Jane Quimby never developed the skills needed to take over the finances should something happen to her husband, Lee.
March
Foundation is solid for geologist's future
After building a good financial foundation, geologist Rob Danckert needs to position himself for the next phase of his financial growth.
January
Where there's a will, there's a way
The Cooneys seemed to be living paycheck to paycheck despite a combined annual income of $200,000. They wondered what would happen to their bank account if they decided to have another child.
2007
November
Buying isn't always the smartest option
Real estate was the last thing on Barbara Pennucci's mind this September as she prepared to leave for China to adopt her second daughter.
October
Tips to lower anxiety as rates reset
Sometimes there are no easy answers. Just ask Diane Jones, a middle school history teacher who two years ago bought her Danvers apartment when it was turned into a condominium.
August
Landlord. Investor. Grandmother.
Carmela Marzano bought her first investment property in 1974, using money from her mother's estate to purchase a two-family house in the Forest Park section of Springfield. Since then, she has added five more properties to her portfolio, collecting the rents, arranging for repairs, and managing tenants by herself.
July
Direction matches discipline
For two years, Lauren Kelly dutifully put money into her company's retirement plan, figuring she was doing all the right things to build a nice nest egg. But when she changed jobs and rolled her 403(b) into an IRA, she discovered her money had not been invested. It was still in a money market account.
June
Predicting costs key to portfolio shake-up
Abdul Taufiq is an avid reader of personal finance, subscribing to business magazines and exploring financial websites. But when he wanted to apply some of this advice to his portfolio, he ran into problems.
Participate in a Money Makeover
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