12/10/24: I believe we are set up for retirement, but need fresh eyes on our plan, especially when it comes to the decumulation phase.
12/10/24: This is the time of year that you might be thinking about charitable giving, so here are a few best practices to keep in mind.
12/9/24: We have two homes and the plan was to sell one. My wife recently started discussing trying to keep both houses, which causes me concern about our finances.
12/8/24: What's the best way for us to plan for retirement as we head into our early 40s?
12/7/24: I took a lump sum pension payout and now I'm responsible for managing the money, which has me a bit worried.
12/6/24: When I consider doing Roth conversions, how much attention should I be paying to the IRMAA numbers?
12/5/24: Should I just drain my tax-deferred funds between 61 and 70 (storing the excess in a brokerage account) before I reach RMD age or just bite the bullet and use my brokerage account to do Roth conversions while I am still working?
12/5/24: My husband and I find ourselves in situation where we don't know what to do with $200,000 we have sitting in our savings account.
12/4/24: After a move, a house purchase, and two career pivots, we're feeling the pinch when it comes to our finances. Should we make some adjustments?
12/3/24: My husband is in good health, but he was adopted and we have no knowledge of his family history. Do you have a recommendation for when he should start taking Social Security?
12/3/24: I recently got married and now I'm wondering what the next best steps financially are for my wife and me.
12/2/24: The best news for the U.S. economy right now is the labor market's consistent growth, but what's worrisome is President-elect Trump's proposed tariffs and how some proposed tax cut extensions might impact the national debt. I joined Face the Nation to discuss.
12/1/24: This weekend we're joined by Christine Benz, director of personal finance and retirement planning for Morningstar and author of the recently released book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. The lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations.
11/30/24: This weekend we're joined by Christine Benz, director of personal finance and retirement planning for Morningstar and author of the recently released book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. The lessons range from nitty gritty financial matters to quality-of-life considerations that help pre-retirees and retirees maximize their “time on earth” allocations.
11/29/24: I work for the federal government and will be receiving a pension, but I also pay into Social Security and have never heard of a reduction in benefits simply because I'll have a pension. Is there any truth to this?
11/28/24: Gobble, gobble, happy Thanksgiving from Jill and Mark!
11/27/24: I joined CBS Mornings to discuss President-elect Donald Trump's proposed tariffs and what they could mean for consumers.
11/26/24: Can I retire in a few years at 55? Health insurance is my biggest concern.
11/26/24: Is there a tax-efficient way to rebalance when it involves a taxable brokerage account?
11/25/24: I'm about to start a new job and I need to decide if I want to participate in the defined benefit pension plan. Or should I use the defined contribution plan?