12/30/21: With some medical expenses on the horizon, should we tap the HSA or try to cash flow it?

12/29/21: When it comes to claiming your Social Security benefits, there's usually a few different strategies to consider.

12/28/21: I'm being pitched a whole life insurance policy, do I need it?

12/28/21: At what point should we be concerned about saving too much money in our tax-deferred retirement plans?

12/27/21: Even though you think you're in good shape for retirement, it never hurts to get a second opinion. That's what we're here for!

We're sticking with the insurance theme this holiday weekend, this time talking about whole life policies.

Merry Christmas! What better way to celebrate than by talking about insurance policies :)

Sometimes for reasons out of your control, your retirement options can be limited at work. Are there any other good choices available?

I'm pretty sure we're in good shape for retirement, but how would we know if we're going off the rails?

Just because you're not making a ton of money doesn't mean you don't need a checkup. Just like with our physical health, we all need financial checkups.

The decision has already been made, and the paperwork filed, but now you're wondering if you retired too soon. 

It’s the million dollar question of whether or not you’ve saved enough to comfortably retire at the age of 61.

At what point do the fees in a retirement plan become too high to justify using?

With the clock ticking, should we try and do a Roth conversion before 2021 comes to a close?

With just a little bit of principal left on the mortgage, is it okay to pay it off in one fell swoop?

It's that time of year again when investors should think about rebalancing their portfolios.

Here's a recent appearance from CBS Mornings where I discussed end of year financial planning tips and moves Americans can make now to save on taxes next year.

After plenty of job changes over the years, you're now left with 8-9 retirement accounts. What's the best way to consolidate?

This is my kinda call! Just 27-years-old and already looking to take the steps to ensure financial independence down the road.

I joined CBS Saturday Morning to break down the surging rate of inflation and the rest of the nation's economic picture.