5/2/23: Is it worth electing a high-deductible health plan to take advantage of HSA investing, or will the upfront medical expenses with a higher deductible negate any future returns?
5/1/23: I'm 53 years old and trying to determine if a reset is possible within the next 2 to 3 years. Do I have enough saved to do it?
4/30/23: A financial planner I was connected with is suggesting some insurance products and I need a second opinion before pulling the trigger.
4/29/23: Given some restrictions within my workplace retirement plan, I'm wondering if it's the best place to be investing my money?
4/28/23: Does it make sense to sell some of my brokerage bond mutual funds that are down around 5% for the past year and put the proceeds into 1 year 5% CDs?
4/27/23: I'm 22 and working two jobs while going to college. As a young adult, what can I do now to financially prepare myself for the future?
4/27/23: With increasing pressures on our finances, including inflation, I'm starting to feel a bit anxious about our retirement plans. Are we on track?
4/26/23: After weighing the pros and cons for the last few months, I am going crazy trying to figure out if I should accept a new job offer.
4/25/23: We are planning on building a new home out of state sometime next year and would move there during the latter half of the building process. What's the best way to finance our dream home?
4/25/23: Over the past couple of years we’ve prioritized retirement by maxing out our 401(k)s, Roth IRAs, and family HSA. With a job transition on the horizon, is that still what we should be doing?
4/24/23: I'm comfortable doing my finances and investments on my own, but after receiving a large inheritance, I'm thinking I might need some help.
4/23/23: I'm thinking about converting some pre-tax money to take advantage of tax-free growth for the next few decades. Is it the right move?
4/22/23: We are laser focused on paying off the house. Is it the right approach?
4/21/23: Knowing that we have a sizable inheritance in the future, is it okay if we try our luck with an investment property?
4/20/23: I joined CBS Mornings to discuss the cost of paying for college, as well as what students and families need to know about financial aid packages, how high interest rates could impact student loans, and some resources for students and families.
4/20/23: I feel like we're in good financial shape but I'm also wondering if we're directing our investments in the best way possible?
4/19/23: Is my financial foundation strong enough to consider a career change?
4/18/23: Are we okay to start tapping our TSPs at such a young age?
4/18/23: With a lot of changes in our financial lives, I'm wondering if we need the help of an advisor?
4/17/23: With a lot of uncertainty around my career, I'm unsure if I should be using the pension plan or not, what do you think?