11/27/22: At what point in time is it safe for us to ditch our term life insurance policies?
11/26/22: I'm tempted to invest the emergency fund in something that's low risk, good idea or bad?
11/25/22: I recently inherited some annuities and I'm not sure if I should go back into another annuity, or cash out, pay the taxes and move on?
11/24/22: A quick message from Jill and Mark and what we're thankful for this Thanksgiving. Happy Thanksgiving everybody!
11/24/22: After racking up some debt, I'm working on wiping the slate clean and starting fresh. How should I be prioritizing the debt?
11/23/22: I joined CBS Mornings to discuss estate planning and review the four main documents you should have. We also discuss why estate planning is important for people of all ages, no matter your marital status or whether you have children.
11/22/22: How do we decide when to decrease our 401(k) contributions and instead put more into savings or a brokerage account?
11/22/22: After relocating last year from CA to FL, I was used to higher taxes and it seems we have over contributed this year, possibly making it a good time for a Roth conversion. Should we do it?
11/21/22: Considering my age, do I have enough cash saved, or should I put less in retirement accounts and allocate more to cash?
11/20/22: Are we in a position to exit the rat race and move into something else that's much less stressful?
11/19/22: What are some of the things I should be mindful of as I prepare to make a career change?
11/18/22: My husband has 22 years in federal employment and is trying to decide if it's worth sticking it out for another eight years to max out the retirement benefit.
11/17/22: At 51 years old, and knowing that I plan on working for at least another 15 years or so, am I on track given my current numbers?
11/17/22: Because we were focused on paying off debt for many years, I now feel like we're behind on our retirement savings. Are we okay?
11/16/22: I currently live rent free with my parents, but am looking to move out with some friends. Should I do it?
11/15/22: With a few big financial obligations on our plate over the coming years, how should we be prioritizing them?
11/15/22: My husband and I are both W-2 employees, yet I'm being pitched a disability insurance policy. Do I need it?
11/14/22: What is the best way to use our money? Should we access 401(k)s first, brokerage accounts or Social Security?
11/13/22: In our own lives, we persist in relationships or careers that no longer serve us. Why? According to our guest this weekend, Annie Duke, in the face of tough decisions, we’re terrible quitters. And that is significantly holding us back, and that's also the subject of the latest book by Duke, Quit: The Power of Knowing When to Walk Away.
11/12/22: In our own lives, we persist in relationships or careers that no longer serve us. Why? According to our guest this weekend, Annie Duke, in the face of tough decisions, we’re terrible quitters. And that is significantly holding us back, and that's also the subject of the latest book by Duke, Quit: The Power of Knowing When to Walk Away.