12/31/25: I'm 64 and wondering if I should be making any tweaks to my financial game plan?
12/30/25: I'm approaching retirement, yet after getting burned in the past, I'm feeling stuck at 63.
12/29/25: Given that I'm a natural worrier, I need somebody to tell me if I have enough saved to slow down.
12/28/25: My company offers a cash deferral plan and I'm trying to figure out if it's a good way for me to save for retirement.
12/27/25: We currently live in the Midwest and would love to move to the West Coast to be closer to family. Will such a move, with a much higher cost of living, blow up our financial future?
12/26/25: Given that I've earned very little in 2025, I’m wondering if this gives me a unique opportunity to do a Roth conversion?
12/25/25: Happy Holidays from Jill and Mark!!! Whatever it is you're doing, we hope you have a good one!
12/24/25: I'm only 49 but I work at a high demand tech job and would like to retire. Is this a possibility?
12/23/25: We're looking for some guidance on developing a financial plan that will help us maximize our assets and optimize our taxes as we prepare for retirement.
12/22/25: I am 60 and plan to retire at 62. With a pension and a rental part of the equation, can I make it happen?
12/21/25: I'm getting married next summer and curious how you combine finances with a future spouse?
12/20/25: I am expecting to need to spend about $15k on home repairs before the end of the year and I'm trying to figure out the best way to come up with cash.
12/19/25: Should I convert my traditional IRA to a Roth by maxing out our current tax bracket, or the next bracket, prior to required minimum distributions?
12/18/25: If I walk away from my job at the end of June 2026, and never earn another dollar, will our long-term retirement plan be impacted?
12/17/25: I'm 60 years old and thinking about retirement in 2027, is it doable given my circumstances?
12/16/25: I've done a decent job of saving for retirement over my career, but most of my savings are in pre-tax accounts. Should I switch it up for the last couple of years?
12/15/25: I'm a widow at 61 and have twin 17 year olds heading to college next year. I would like to retire in two years, but want to make sure that I have enough saved for retirement and college for the kids.
12/14/25: I'm 39 years old and feeling very late to the game in terms of saving for retirement.
12/13/25: Knowing that I'm a bit of a worrier and always feeling a little anxious, it seems now would be a good time for a financial gut check.
12/12/25: I'm in the middle of a messy divorce, once the dust settles, how do I get my financial life back on track?