3/7/23: I am 53 years old and about to retire from over 20 years of service with the federal government. How do I smoothly transition into the next phase?
3/7/23: During the pandemic I had a bit of a mid-life crisis and I left corporate America, and I now do my side hustle full-time, though I'm wondering if we've fallen behind on retirement as a result?
3/6/23: My spouse was diagnosed five years ago with stage four breast cancer. After five years of balancing working and caregiving, I’m burned out. Can I retire?
3/5/23: I'm being pitched an investment option regarding my IRA, and something tells me I need a second opinion.
3/4/23: As somebody who's just starting out, where should the focus be, on retirement or my student loans?
3/3/23: In honor of America Saves Week, I joined CBS Mornings to discuss the best ways to dig yourself out of debt and replenishing your savings. New government data shows Americans' personal savings rate is at a low of 4.7%.
3/2/23: With my spouse about to be fired, we would appreciate your guidance on a few issues, including driving our savings to "empty" right before we die.
3/2/23: With an old 401(k) account still with the old employer, is a rollover IRA always the best option?
3/1/23: By any standard I'm a success story, both personally and professionally. Yet I can't help but wonder if there's more to life?
2/28/23: Thanks to the pension system at work, I’m considering retirement in about five years. Can I do it?
2/28/23: We're only in our 30s, so I'm wondering if the plan I have in mind regarding our retirement strategy is completely nuts?
2/27/23: Even though I enjoy my job, I'm 68 years old and wondering if I should retire and start enjoying life?
2/26/23: With an inherited IRA at our disposal, we're wondering what's the most tax efficient way to draw it down?
2/25/23: Is there any reason why I should be worrying about mom and her finances, or should I be focusing on my financial future?
2/24/23: With my monthly expenses covered by Social Security and a pension, and with plenty of other investments, is it okay if I pay off the mortgage of $138k?
2/23/23: I retired ten years ago, but I still have a mortgage. Does it make sense to pay it off?
2/23/23: With my husband working in a new field, and the cash flow feeling pretty good, we're trying to figure out a new budget and how much to save for retirement.
2/22/23: I have to make a decision as to whether I should retire in the immediate future or be forced to return to in-person work at a job I hate due to recent management changes.
2/21/23: With a move to France on the horizon, a move that could be permanent, should I keep or sell my house in Florida?
2/21/23: My husband works for one of the tech giants that recently announced layoffs. My husband's job was not impacted, but given that more layoffs may be coming, we want to make sure we prepare ourselves for any outcome.