8/2/22: Even though I'm only in my 20s, I feel like I'm in need of a financial checkup, especially regarding a gifted mutual fund account.

8/1/22: We have 529 plans for our kids, but with the market in the tank, I'm worried about paying for college over the next few years.

7/31/22: My husband will be transitioning from military life to civilian life in a few short years. What should we be thinking about now to help make it a smooth transition?

7/30/22: How do we juggle between saving for retirement and saving for a house down payment?

7/29/22: With the highest inflation rates in four decades, the federal reserve has raised the short-term interest rate for the fourth time this year. I joined CBS Mornings to discuss the impact this has on borrowers with mortgages, credit card debt and loans.

7/28/22: With $910k in real estate assets and $170k in traditional retirement assets, do we have too much in real estate?

7/28/22: My mother is on the verge of full retirement, and over the last year, I've been trying to help her consolidate several accounts into Vanguard. Are we moving in the right direction?

7/27/22: My wife is on long-term disability and has two options regarding her pension and we're not quite sure which one to select.

7/26/22: Another day, another retirement question, this one from a 57 year old hoping to call it quits early next year.

7/26/22: With a large raise on the horizon, and a huge pension at retirement, I'm not quite sure how much and where we should be investing.

7/25/22: I am 57 and would like to retire by 60, is it doable?

7/24/22: Is everything more expensive than it used to be? Yes, more-or-less, that's the reality facing Americans and it's not clear when consumer prices will ease. And on that note, this weekend we're running my appearance on The Takeout, a podcast hosted by Major Garrett, Chief Washington Correspondent for CBS News. It was a fun conversation about inflation, interest rates and what you can do to weather the economic headwinds.

7/23/22: Is everything more expensive than it used to be? Yes, more-or-less, that's the reality facing Americans and it's not clear when consumer prices will ease. And on that note, this weekend we're running my appearance on The Takeout, a podcast hosted by Major Garrett, Chief Washington Correspondent for CBS News. It was a fun conversation about inflation, interest rates and what you can do to weather the economic headwinds.

7/22/22: With an extra $5k to invest, should I use a Health Savings Account (HSA) or a Roth?

7/21/22: I joined CBS Mornings to discuss IRS scams and how to avoid them, including which red flags to watch for, and how to report them to the government.

7/21/22: Thankfully, I feel like we're doing okay when it comes to our finances, the curveball is that my mother-in-law, who's only 58, lives with us and is almost entirely dependent.

7/20/22: We're thinking about selling our small business and taking a sabbatical. Are we crazy?

7/19/22: The good news is that we've accumulated a ton of money. What I find confusing is how to strike the right balance between pre-paying taxes and managing the increased costs, including IRMAA, Social Security taxes and capital gains taxes.

7/19/22: In our mid 30s, I'm starting to wonder if we have too much money in our traditional 401(k)s? Is it time to start using the Roth option?

7/18/22: My mother is 93 years old and because her memory and ability to care for herself have noticeably declined this past year, we moved her into a memory care facility. How do we go about developing a financial strategy to support the recent change?