4/25/24: With a bunch of money sitting in cash for a potential home purchase, should we leave as is, or invest it?

4/25/24: My wife and I are in our late thirties and we've got some money saved up in different accounts for retirement but want to make sure we're allocating our money appropriately.

4/24/24: We think we are in good shape to be fully retired in about two years but we're not totally sure. What do you think?

4/23/24: I'd love to get your thoughts on how I am poised for retirement, if there is anything I am missing and/or should be doing differently?

4/23/24: The house we're looking to buy will cost around $1.2 million. Is there any downside to paying for the whole thing in cash?

4/22/24: I'm looking for advice on how to invest for my next chapter since my life completely changed after a gray divorce that was unexpected and moved very fast.

4/21/24: After working in IT for 28 years, I'm considering retirement in the near future. Can I do it?

4/20/24: With pensions in our future, and a good chunk of pre-tax savings, should we make the switch to Roth contributions?

4/19/24: With interest rates so high, did we make a huge mistake by purchasing a new home?

4/18/24: Both my husband and I are retiring this year and we could really use your expertise with several of our questions.

4/18/24: My wife and I are public employees, a firefighter and a federal worker, and we think retirement is on the horizon. Are we on track?

4/17/24: I am good at saving and living within my means, but I don't know when to pivot so that I can start to lessen that pathway and move into the next phase of life.

4/16/24: I joined CBS Mornings with a look at the potential disruptions to the global economy, including impacts on oil markets after Iran's unprecedented launch of more than 300 missiles and drones toward Israel on Saturday.

4/16/24: Americans estimate they’ll need $1.46 million saved to retire comfortably, according to a new study. That’s a 53% increase from what people thought they needed just four years ago.

4/15/24: Can I leave my high income job in two to three years and live out my dream of traveling?

4/14/24: As I consider whether or not to turn on my pension, which option should I choose?

4/13/24: With my income down for a short period of time, what should my tax strategy be?

4/12/24: I would like to leave my corporate role and focus on pursuits that likely won't generate any income. Can I do it?

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.