4/11/24: I'm facing my first RMD this year without any withdrawal strategy planning. Am I stuck with this enormous RMD that has affected my income tax and will do nothing but grow larger every year?
4/11/24: As the tax filing deadline approaches, watch out for the IRS list of the so-called “dirty dozen" which are tax scams the IRS commonly sees. I joined CBS Mornings to discuss.
3/10/24: According to all the financial calculators, I'm behind in terms of saving for retirement. Are they accurate?
4/9/24: I am wondering if it's worth it to change my contributions to put more into a Roth, and if so, should I put it into my work Roth or my Vanguard Roth?
4/9/24: Americans have until April 15 to file their taxes or file an extension. If you live in Maine or Massachusetts, you have until April 17. I joined CBS Mornings to discuss some last minute tips if you still have to file.
4/8/24: My wife and I are both 32 and we're wondering how we should be approaching our retirement planning.
4/7/24: This weekend we're sharing a snippet of our recent chat with Cal Newport, bestselling author and one of the world’s top productivity experts, who joined us on the most recent webinar to share his groundbreaking philosophy for creating great work at a sustainable pace.. Want more of Jill and Cal? Subscribe to Jill on Money LIVE to watch the full chat.
4/6/24: This weekend we're sharing a snippet of our recent chat with Cal Newport, bestselling author and one of the world’s top productivity experts, who joined us on the most recent webinar to share his groundbreaking philosophy for creating great work at a sustainable pace.. Want more of Jill and Cal? Subscribe to Jill on Money LIVE to watch the full chat.
4/5/24: I’m 60 years old and was recently laid off, which has given me the chance to review our finances and consider retirement. Can I do it?
4/4/24: With competing financial needs, including a wedding and student loans, where should the focus be?
4/4/24: With $70k in credit card debt, should I take out a HELOC and pay off the debt in one shot?
4/3/34: After trying to do the right thing, we find ourselves facing an uncomfortable intergenerational financial issue.
4/2/24: Is there a sweet spot to shoot for with regard to taxes and IRMAA surcharges when doing Roth conversions?
4/2/24: If I'm going to give my daughter a down payment for her house, what's the best way to do it?
4/1/24: After being laid off I'm preparing to start a new job and want to make sure that we're on the right financial path as we start a new chapter.
3/31/24: Should I be focused on maxing out my 401(k), or should I redirect some of my contributions into an HSA?
3/30/24: Now that I'm already retired at 51, is my financial future is solid shape?
3/29/24: With a tremendous amount of student loan debt, what's the priority, saving for retirement or trying to pay down the debt?
3/28/24: I'm 59 and was recently laid off, and now I'm wondering, do I really need to look for another job, or can I retire?
3/28/24: With some extra cash flow each month, should I increase my 401(k) contributions or open up a brokerage account?