8/9/22: I would love to take $1,800 per month out of my IRA, but my stock broker says absolutely not, is he right?
8/9/22: With $20,000 tied up in CDs earning next to nothing, is there something better I should be doing with the money, even if it means blowing out of the CDs?
8/8/22: I want to retire, but I'm not sure if I have enough savings to pull it off. Will I make it or will my dog and I be living in my car?
8/7/22: With an old pension plan kicking around, I'm being presented with some options. Which should I choose?
8/6/22: With my financial life in good shape, the focus is on helping my dad. Is the plan we have in place a good one?
8/5/22: With the market down so far this year, how should I go about implementing a four percent withdrawal strategy?
8/4/22: Given the current environment, is it nuts to even consider an adjustable rate mortgage for an upcoming house purchase?
8/4/22: I left my financial advisor several months ago and have a variety of retirement accounts and I'm not sure if I should consolidate and if my mix of assets is ideal.
8/3/22: As we get closer and closer to retirement, we feel like our plan is solid, but we want to make sure there's nothing we're missing.
8/2/22: The only retirement asset my mom has is her house, and now that she's in her 70s, I'm looking at the possibility of her gifting me the property. Is this a good idea?
8/2/22: Even though I'm only in my 20s, I feel like I'm in need of a financial checkup, especially regarding a gifted mutual fund account.
8/1/22: We have 529 plans for our kids, but with the market in the tank, I'm worried about paying for college over the next few years.
7/31/22: My husband will be transitioning from military life to civilian life in a few short years. What should we be thinking about now to help make it a smooth transition?
7/30/22: How do we juggle between saving for retirement and saving for a house down payment?
7/29/22: With the highest inflation rates in four decades, the federal reserve has raised the short-term interest rate for the fourth time this year. I joined CBS Mornings to discuss the impact this has on borrowers with mortgages, credit card debt and loans.
7/28/22: With $910k in real estate assets and $170k in traditional retirement assets, do we have too much in real estate?
7/28/22: My mother is on the verge of full retirement, and over the last year, I've been trying to help her consolidate several accounts into Vanguard. Are we moving in the right direction?
7/27/22: My wife is on long-term disability and has two options regarding her pension and we're not quite sure which one to select.
7/26/22: Another day, another retirement question, this one from a 57 year old hoping to call it quits early next year.
7/26/22: With a large raise on the horizon, and a huge pension at retirement, I'm not quite sure how much and where we should be investing.