10/11/22: Similar to other tech employees, nearly half my salary is in the form of company stock, which leaves me unsure of how to integrate the RSU income into our financial future.
10/10/22: After some time out of the workforce, I feel like I'm behind on my retirement savings. What should I be doing to get back on track?
10/9/22: Due to a variety of reasons, I'm thinking about retiring a bit earlier than anticipated, can I do it?
10/8/22: I have an old 401(k) that's still with the old employer, and I'm wondering what's the best course of action? Leave it or roll it over?
10/7/22: My employer offers a post-tax 401(k) contribution option that would allow for 1-20% of my income to be contributed after-tax and then it would grow tax-deferred. Should I use it?
10/6/22: My husband is having such a hard time with the market doing poorly that he wants to put all of our money into a CD. What should I do?
10/6/22: I don't make a ton of money and I don't foresee any changes to my work or income in the coming years, so I'm curious what my portfolio and income will look like at retirement age?
10/5/22: The bad news is that I'm totally fried at the age of 55. The good news is I've saved a ton of money. Can I pull the ripcord?
10/4/22: With my 401(k) getting hammered so far this year, should I consider reducing my monthly contribution and parking it in my savings account where at least I know it's safe?
10/4/22: I felt like I was on a good track earlier this year but between the bear market, starting to feel my age and seeing my folks aging and some changes with my family life and my professional life, I keep wondering if I'm doing the right things?
10/3/22: What investment considerations should I make for the impending disability that I'm facing? Both for the possibility that I may not be able to work and that we will have increased expenses.
10/2/22: When it comes to Social Security, it seems like there's a million different claiming strategies, but more times than not, less really is more.
10/1/22: When planning for retirement, life does not always move in a straight line, as you'll hear with our latest caller.
9/30/22: Given that we are likely in a situation where interest rate hikes will continue to hammer fund prices for half a year or more, how should we be approaching bond funds?
9/29/22: With a new home purchase on the horizon, should we only put down the amount needed to ensure an affordable mortgage payment?
9/29/22: I'm a 37 year old single mom and I can't help but worry about my financial picture. Can you please calm my nerves?
9/28/22: My wife’s mother was diagnosed with Alzheimer’s last year and it's looking like we're going to have to help with the expenses. How will this impact our retirement plan?
9/27/22: Now that I'm a freelancer and my income is starting to grow, I'm wondering what kind of retirement plan I should put in place for myself?
9/27/22: I just received a promotion at work, and now I'm wondering if I should reconsider my Roth 401(k) contributions?
9/26/22: With a young son in the mix, and after working in health care for many years, can we ease into retirement and spend more time enjoying life?