4/7/22: When it comes to our various financial goals, are we being too conservative or are we being prudent?

4/6/22: I’m not sure how to approach my retirement plans, but one thing is certain, I feel like I need a backup plan.

4/5/22: With a tax hit on the horizon for my non-qualified deferred compensation plan, do I take the hit all at once or spread it out over a few years?

4/5/22: I joined CBS Mornings to provide some "spring cleaning" advice for tidying up your finances, including advice for people who still need to do their taxes, what statements and documents you need to keep and for how long, and how to streamline your finances.

4/4/22: 28-years-old and already daydreaming about shifting gears at 45. Am I on the right track to make my dreams a reality?

4/3/22: As I ponder my taxes in my retirement, is there any reason why I should be considering an annuity or switching to Roth?

4/2/22: I'm getting ready to purchase a house, should I pay cash or take out a mortgage?

4/1/22: With more money coming in than going out, should I call it quits at the ripe old age of 43?

3/31/22: After inheriting a large amount of money, is now a good time to find a financial advisor?

3/31/22: If a line of credit isn't an option, is there something else I can consider for financing a small remodel job?

3/30/22: With my own finances in solid shape, is it okay if I help my daughter buy an apartment in New York City?

3/29/22: With a possible career change happening in the future, where should we be saving any available dollars that we have on a monthly basis?

3/29/22: Would we be stretching ourselves too thin by remodeling our dream house?

3/28/22: I am 40 years old and feeling all sorts of pressure to buy a house. Should I pull the trigger and do it?

3/27/22: Bobbi Rebell joins us this weekend to discuss her latest book, Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart, which explains how to give the young adults in your life the knowledge, confidence, and motivation to make adult money decisions, and create their own strong financial foundation and independence, so we can all live richer lives.

3/26/22: Bobbi Rebell joins us this weekend to discuss her latest book, Launching Financial Grownups: Live Your Richest Life by Helping Your (Almost) Adult Kids Become Everyday Money Smart, which explains how to give the young adults in your life the knowledge, confidence, and motivation to make adult money decisions, and create their own strong financial foundation and independence, so we can all live richer lives.

3/25/22: I'm 47 and hoping to retire at 55, or at least have the option to call it quits. Is this doable given my current financial situation?

3/24/22: We're considering a HELOC to purchase a piece of land that's near our primary residence. Good idea or bad?

3/24/22: I keep hearing about the advantages of using a Roth account, but given our current tax bracket, I'm not convinced it's best for us.

3/23/22: Just because you have a boatload of money saved, doesn't mean you're not allowed to feel some financial anxiety.