11/18/23: With a substantial amount of money in pre-tax retirement accounts, should we be considering Roth conversions?

11/17/23: I was forced to retire at 60 when I was laid off. Shocked at first, I'm really enjoying the freedom after decades in a high stress sales job. Can I still afford to buy a house without the steady paycheck?

11/16/23: I like my job but my wife is pretty miserable. With a history of early onset Alzheimer's in her family we would like to do a reset sooner rather than later. Can we do it?

11/16/23: I recently started a new position and I'm trying to figure out what to do with my old 401(a), Roth 403(b) and defined benefit accounts.

11/15/23: I will be 62 next year and I have $500,000 in a 401(k) plan, $150,000 in cash and another $45,000 in a Roth account. I don't spend much. Can I retire in 2024?

11/14/23: My wife and I are retired military and we're wondering what is the best strategy for accumulating wealth without a high tax burden? 

11/14/23: I'm thinking of a making a move that is probably not financially astute. Is it a ridiculous idea?

11/13/23: I have a progressively disabling terminal illness and may need home care in as soon as 18 months. How should we handle the proceeds from an upcoming home sale?

11/27/23: With a mix of W-2 and 1099 income, do we have the right retirement plan in place?

11/12/23: This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's part two.

11/11/23: This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's part one.

11/10/23: The bond portion of my portfolio is getting crushed. When will it improve?

11/9/23: With the interest rate on our HELOC rising rapidly, should we use some of our accessible funds to pay it off?

11/9/23: With over 20 funds in one account, how do I go about consolidating them into just a few?

11/8/23: Should I keep $723,000 in the stock market or should I be doing something different with it?

11/7/23: We're considering an addition/remodel to our house because home prices in our area have skyrocketed such that it doesn't make sense to move, but we need more space. How should we fund it?

11/7/23: My husband and I recently got married and we want to make sure we're on the right path as we start our financial journey together.

11/6/23: I currently max out my workplace retirement plan, but should I start only contributing to the match in my 401(k), doing Roth, and put the rest of what I would have contributed into a brokerage account? 

11/5/23: After hearing about all the rules of thumb, I'm trying to figure out how much life insurance we need.

11/4/23: After saving and saving for years, I'm now starting to wonder if my portfolio is allocated properly.