2/13/23: Given how much we spend on a monthly basis, which is a lot, are we saving enough now that we're in our early 50s.
2/12/23: With retirement on the horizon, I'm looking for some feedback to make sure I am indeed on track to call it quits.
2/11/23: Now that I'm retired, I'm trying to make the adjustment from living on a steady paycheck to living off my investments. Am I approaching it the right way?
2/10/23: I’m a 44 year old single woman with no kids and on the fence about spending $10k per year on long-term care insurance. Should I do it?
2/9/23: At 53 years old, can my wife and I retire in about five years and start spending half the year in Europe?
2/9/23: What's the best way to finance a much needed home remodeling project? Should we use some of our assets or take out a loan?
2/8/23: Approximately six years ago, at the advice of a relative in the financial industry, I purchased an annuity. Should I keep it or ditch it?
2/7/23: I am soon to turn 61 and my husband is 65 and already retired. He wants me to retire and feels our financial situation is secure enough. Is he right?
2/7/23: Even though we more or less know we are on track for retirement and financial independence, we're still wondering what else we should be thinking about that we are not currently doing.
2/6/23: Knowing that I have a big severance payment coming, is there anything I can do now to try and minimize the taxes paid on this additional income?
2/5/23: I know I'm supposed to rebalance, but I'm not exactly sure what it means or how to do it.
2/4/23: With the premiums going up and up and up, should we keep or ditch the long-term care policy that my mother has?
2/3/23: We've been very good savers over the years, but given the age difference between me and my husband, how should we approach our withdrawal strategy in retirement?
2/2/23: I'm working with an advisor and she's pushing us to get whole life insurance policies. I was initially thinking we needed term policies so now I'm wondering if this is the right move?
2/2/23: I joined CBS Mornings Saturday to discuss the key issue of finding a work-life balance, the central theme of my new book, "The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life."
2/1/23: When it comes to my retirement plan, should I consider the dividends and capital gains from my investments as a personal income stream/annuity?
1/31/23: After getting a huge raise at work, how should I be managing the extra cash flow?
1/31/23: When meeting with my advisor through my company’s retirement plan, I learned that I have a separate after-tax option. Should I be using it?
1/30/23: With two kids nearing college, and a third a few years behind, I have some questions regarding life insurance and where to put any college savings going forward.
1/29/23: At the ripe old age of 49, I'm wondering if I can retire from my current job in about four years?