4/7/23: I joined CBS Mornings to discuss ways to boost your refund and what you should do with your tax return.

4/6/23: With Schwab experiencing some concerns with its bank deposits, is there any reason why we should be concerned? Should we move our accounts?

4/6/23: With some extra cash flow on a regular basis, should I be increasing my 401(k) contributions or investing elsewhere?

4/5/23: I'm 42 and I think I can retire in five years at 47, what do you think?

4/4/23: I'm burnt out from driving 60 minutes to and from work each day and the pressures of my daily job. Do I have enough money saved to retire?

4/4/23: I'm finally paying attention to my finances and would like to know if I'm on track to reach my goals?

4/3/23: Despite a recent divorce, I feel like I am financially secure, yet I have questions about my next financial moves. 

4/2/23: Thanks to an earlier than anticipated retirement, I'm trying to decide if I should take Social Security or tap my IRA?

4/1/23: With some extra money at the end of each month, should I be looking into a backdoor Roth conversion?

3/31/23: I joined CBS Mornings during Women's History Month to discuss the gender pay gap. According to a recent Pew Research Center report, the gender pay gap has barely changed in 20 years. In 2022, women earned an average of 82% of what men earned. In 2002, women earned 80% as much as men.

3/30/23: I'm 52 and my financial advisor has my wife and I on track to retire at 59. Is he correct?

3/30/23: Given that we only started focusing on our finances in the last couple of years, are we doing what we should be doing?

3/29/23: I will be transitioning to retirement soon and have some concerns about how to manage my retirement income while minimizing my taxes and balancing my wants.

3/28/23: Living overseas is a dream, but it can make planning and navigating retirement a bit of a nightmare.

3/28/23: Given my situation with VA disability, I wanted to know whether or not I am on the right track to retire by 55?

3/27/23: I was offered my dream job, traveling all over Europe, but I will be moving from New York to an Air Force base in Virginia. Should I buy a house again when the time is right?

3/26/22: In our mid 30s, we're trying to figure out if we're saving enough for retirement, or are we saving too much?

3/25/23: With a substantial amount of cash flow remaining at the end of each month, what should I be doing with it?

3/24/23: Wife is 56 and retired. I’m 59 and retiring in three years at 62. Are we okay?

3/23/23: In about three years, with our major home updates complete, we’ll have a lot of extra cash flow. Should we save it or invest?