5/16/23: Should I divide up my retirement contributions differently in order to have more money available right now?
5/16/23: I think we’re doing pretty okay financially, but I would love some perspective on whether we are really on track, or if I am deluding myself.
5/15/23: I'm really confident that we have saved enough for us to retire, but lately I find myself worrying about leaving enough for our special needs twins.
5/14/23: My husband recently passed away and he handled most of the finances. How do I regroup and move forward?
5/13/23: With some extra income on hand, do I have to put it into retirement, or can I back off and enjoy life a little bit?
5/12/23: We are being bombarded by companies telling us we need to move our money into safer places. Should we start considering other options such as annuities?
5/11/23: As inflation cools, Americans are racking up credit card debt at unprecedented rates, approaching $1 trillion, surpassing the pre-pandemic high. I joined CBS Mornings to explain what's driving the increase, and what you should do if you're struggling with credit card debt.
5/11/23: When it comes to paying for some home improvements, I'm trying to decide whether to use a HELOC or sell the investments in my brokerage account. What do you think?
5/10/23: I'm retired and have been tapping my retirement accounts, but now I'm starting to wonder if I need to find another job?
5/9/23: Would it be wise to pay off my mortgage with my 401(k)? Or should I stay the course and continue to use my mortgage interest as a tax deduction?
5/9/23: With a lot of retirement money already saved in pre-tax accounts, at what point should we consider using the Roth options available to us?
5/8/23: As I prepare to retire at the end of 2023, how should I be approaching the decumulation phase in the years ahead?
5/7/23: With a lot of change happening in our lives, we want to make sure that we're still on track to accomplish our financial goals.
5/6/23: At the ripe old age of 27 I'm already dreaming about financial independence at 50. What should I be doing to make this dream a reality?
5/5/23: I have been hearing that people my age should pull out of the market because they believe the bottom is going to fall out and stocks will drop deeply. Should I bail?
5/4/23: Can I retire at 58 with an expensive hobby? I don't want to be 70 and miss out on the amazing physical and mental experience that comes with my hobby.
5/4/23: I'm 100% debt-free and have been working my butt off since I was 19 with a plan to retire in the next 10 years at age 44. Am I crazy?
5/3/23: After not maxing out our retirement accounts for a few years, I want to make sure that we're now on the right path for reaching our financial goals.
5/2/23: I joined CBS Mornings to discusses the decline and fate of First Republic Bank and the Federal Reserve's report of what went wrong with Silicon Valley Bank.
5/2/23: Is it worth electing a high-deductible health plan to take advantage of HSA investing, or will the upfront medical expenses with a higher deductible negate any future returns?