7/30/25: As I navigate my single life (no children) as I enter my mid-50s, should I be considering a long-term care policy?

7/29/25: Should we switch all of our retirement accounts to traditional from Roth to reduce income and qualify for all the tax deduction we are eligible for?

7/28/25: We've started working with a financial planning firm, and part of the strategy requires the use of annuities, is this the best approach?

7/27/25: Are we okay to buy a new house in cash? Doing so would free up additional cash flow and we would still have a sizable brokerage account.

7/26/25: I joined CBS Mornings to answer viewer questions from life insurance and lowering bills to your mortgage and the impact of canceling credit cards.

7/25/25: I’m 60 years old and plan to work until 67, at which point I would like to call it quits. Am I on track to make this happen?

7/24/25: I just changed jobs and I'm not sure what to do with my 401(k) from my previous employer as the new employer does not offer a retirement plan. 

7/23/25: After 34 years of working for the government I took an early retirement offer, am I good to never work again?

7/22/25: With the new Trump Accounts now in the mix, is a 529 plan still the best account for college expenses?

7/21/25: After having a lot of fun in my 20s and 30s, then getting serious in my 40s, how far behind am I for retirement?

7/20/25: I am wondering if it's worth it just to maintain the relationship with the advisor that my parent's worked with for years, or seek out a lower-cost alternative?

7/19/25: A new projection shows Social Security is on track to deplete its funds for full payments earlier than previously forecasted. Mark and I discuss how it could impact beneficiaries and how the problem can potentially be fixed.

7/18/25: I’ve interviewed CFP providers but have chickened out when it came time to sign the documents and pay a fee, but retirement is closer than ever, and I need a better plan to retire in three years.

7/17/25: Given that my cost of living is very low, can I retire in a few years at 59?

7/16/25: I have a one time opportunity to use my 457 pre-tax deferred compensation funds to purchase an annuity offered by Washington State to former employees. Is there any downside?

7/15/25: I could really use your help, as we've been worrying ourselves sick thinking about what our options are and where we sit financially.

7/14/25: After being retired for a few years, I am terrified thinking about the future and can't help but worry that we'll lose everything we own.

7/13/25: Is the thought of paying off our mortgage the correct thought process given that the interest rate is nearly 7%?

7/12/25: Mark and I discussing who will benefit and who could be impacted negatively by President Trump's massive spending bill, which he signed into law last week.

7/11/25: I recently retired after working in tech for 27 years but now I'm struggling with the transition and how to think about this new phase for the next 30-40 years.