12/13/22: I recently joined CBS Mornings to talk about how to budget for raising a child, as well as the benefits you need to consider as a parent, like life insurance.

12/12/22: We have a paid-for home in Tennessee but we don't really love it here. Are we crazy if we sell our house and most of our belongings and move to the Rocky Mountains?

12/11/22: When it comes to our overall retirement game plan, how should we be thinking about Social Security?

12/10/22: Is a whole life insurance policy a good idea to use as a buffer against stock market volatility?

12/9/22: I'm switching jobs and wondering if it would be better to roll over my old 401(k) (mostly Roth) to my new company's 401(k) or to the existing Roth and Traditional IRA accounts that I already have in place at Schwab?

12/8/22: In our early 50s with good pensions coming our way in retirement, plus a lot of real estate, are we on track to meet our retirement needs?

12/8/22: With the goal of being financially independent in about ten years, I'm looking to maximize my retirement savings and optimize deductible business expenses in my new venture. Am I on the right track?

12/7/22: I'll be taking a lump sum payment in January and I'd like to purchase a 100% spousal survivor annuity to create a guaranteed lifetime paycheck. Should I do it?

12/6/22: I have a hard time stomaching the 1.35% AUM fee I’ve been paying for a certain firm to handle my Roth IRA. Should I move it?

12/6/22: With $3,400 in excess monthly cash flow, what should we be doing with the funds? Saving for retirement? Pay off debt?

12/5/22: At the ripe old age of 52, can I call it quits in five years and figure out my next career move?

12/4/22: With my wife staying at home to take care of the kids, are we still on track with our retirement game plan?

12/3/22: Given that I'm in my 30s, single, and no kids, is there any reason why I need a whole life insurance policy?

12/2/22: If you're beyond 59.5, is there any reason why you should use a brokerage account over a workplace retirement plan, especially if the workplace plan has a Roth option?

12/1/22: With a bigger home in our future, I'm wondering if it's better to have a larger down payment or should we look to maximize our debt payoff?

12/1/22: I joined CBS Mornings on "Giving Tuesday" to discuss what taxpayers need to know about charitable giving this year. We also shared tips for ensuring you are giving to a legitimate charity, and don't fall victim to a scam.

11/30/22: Knowing that I'll be financially responsible for my parents in the near future, how should I be adjusting my finances?

11/29/22: Given my current situation, should I pay off my mortgage as fast as possible?

11/29/22: Because I'm a stay-at-home parent, I'm concerned that our retirement numbers aren't on track. Are we okay as a single income family?

11/28/22: The rocky year on Wall Street has spooked my mother-in-law, and now she's starting to panic. Will she be okay?