5/23/22: I’m planning on having the option to retire in ten years. Whether I call it quits or not will depend on how I feel at the time, but I like the idea of having the option. What should I be doing with extra cash flow between now and then? 

5/22/23: My husband (51) is planning on retiring at the end of the year and I (47) will continue to work. Can we make this happen?

5/21/23: I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout, to discuss a number of topics, such as the Federal Reserve raising interest rates, the debt ceiling, and many people hitting the reset button.

5/20/23: I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout, to discuss a number of topics, such as the Federal Reserve raising interest rates, the debt ceiling, and many people hitting the reset button.

5/19/23: I started Roth conversions last year, and I plan on doing more this year, but I'm confused as to when estimated taxes are due for these conversions.

5/18/23: Now that my partner and I are married, do you have any advice regarding the best way to handle our finances as we move into this next phase?

5/18/23: I'm thinking of transitioning to a new job with more manageable hours, but such a move will likely come with a pay cut. Can we afford to do it?

5/17/23: We lost everything to a California wildfire four years ago. It took more time than we imagined to get back on our feet and we eventually decided to move to Nevada. We just recently started to recoup our financial losses, so we're now sitting on a lot of cash. How should we proceed?

5/16/23: Should I divide up my retirement contributions differently in order to have more money available right now?

5/16/23: I think we’re doing pretty okay financially, but I would love some perspective on whether we are really on track, or if I am deluding myself.

5/15/23: I'm really confident that we have saved enough for us to retire, but lately I find myself worrying about leaving enough for our special needs twins.

5/14/23: My husband recently passed away and he handled most of the finances. How do I regroup and move forward?

5/13/23: With some extra income on hand, do I have to put it into retirement, or can I back off and enjoy life a little bit?

5/12/23: We are being bombarded by companies telling us we need to move our money into safer places. Should we start considering other options such as annuities?

5/11/23: As inflation cools, Americans are racking up credit card debt at unprecedented rates, approaching $1 trillion, surpassing the pre-pandemic high. I joined CBS Mornings to explain what's driving the increase, and what you should do if you're struggling with credit card debt.

5/11/23: When it comes to paying for some home improvements, I'm trying to decide whether to use a HELOC or sell the investments in my brokerage account. What do you think?

5/10/23: I'm retired and have been tapping my retirement accounts, but now I'm starting to wonder if I need to find another job?

5/9/23: Would it be wise to pay off my mortgage with my 401(k)? Or should I stay the course and continue to use my mortgage interest as a tax deduction?

5/9/23: With a lot of retirement money already saved in pre-tax accounts, at what point should we consider using the Roth options available to us?

5/8/23: As I prepare to retire at the end of 2023, how should I be approaching the decumulation phase in the years ahead?