3/10/23: I'm on the verge of canceling our insurance policies that we took out five years ago, but I just want to make sure it's the right move.

3/9/23: I feel like we're in good financial shape, but I'm starting to wonder if we made a big mistake by purchasing an annuity back in 2010?

3/9/23: Given that my wife has type 1 diabetes, and the cost of insulin continues to rise, how should we factor in the cost of healthcare into our retirement planning?

3/8/23: What's the plan for us, paying down debt or focusing on retirement now that we're 47 and 50?

3/7/23: I am 53 years old and about to retire from over 20 years of service with the federal government. How do I smoothly transition into the next phase?

3/7/23: During the pandemic I had a bit of a mid-life crisis and I left corporate America, and I now do my side hustle full-time, though I'm wondering if we've fallen behind on retirement as a result?

3/6/23: My spouse was diagnosed five years ago with stage four breast cancer. After five years of balancing working and caregiving, I’m burned out. Can I retire? 

3/5/23: I'm being pitched an investment option regarding my IRA, and something tells me I need a second opinion.

3/4/23: As somebody who's just starting out, where should the focus be, on retirement or my student loans?

3/3/23: In honor of America Saves Week, I joined CBS Mornings to discuss the best ways to dig yourself out of debt and replenishing your savings. New government data shows Americans' personal savings rate is at a low of 4.7%.

3/2/23: With my spouse about to be fired, we would appreciate your guidance on a few issues, including driving our savings to "empty" right before we die.

3/2/23: With an old 401(k) account still with the old employer, is a rollover IRA always the best option?

3/1/23: By any standard I'm a success story, both personally and professionally. Yet I can't help but wonder if there's more to life?

2/28/23: Thanks to the pension system at work, I’m considering retirement in about five years. Can I do it?

2/28/23: We're only in our 30s, so I'm wondering if the plan I have in mind regarding our retirement strategy is completely nuts?

2/27/23: Even though I enjoy my job, I'm 68 years old and wondering if I should retire and start enjoying life?

2/26/23: With an inherited IRA at our disposal, we're wondering what's the most tax efficient way to draw it down?

2/25/23: Is there any reason why I should be worrying about mom and her finances, or should I be focusing on my financial future?

2/24/23: With my monthly expenses covered by Social Security and a pension, and with plenty of other investments, is it okay if I pay off the mortgage of $138k?

2/23/23: I retired ten years ago, but I still have a mortgage. Does it make sense to pay it off?