7/3/23: Is there a net worth number at which you would suggest purchasing umbrella insurance?
7/2/23: With my wife starting to see some income from her small business, what should we be doing with the money?
7/1/23: Overall I'm very happy with my financial advisor, yet I can't help but wonder if I'm being charged too much in fees?
6/30/23: Wedding season is upon us, but before the rings are exchanged, I joined CBS Mornings with some important financial topics every couple should discuss.
6/29/23: Rather than securing another loan for a real estate purchase, I would like to withdraw from our 401(k) savings. Good idea?
6/29/23: After a recent wedding, we've already begun the process of combining our finances and we are now looking at our next set of goals and would love your thoughts on if we are prioritizing things in the right order.
6/28/23: I'm wondering if I should sell the $10,000 I have in I bonds and instead invest that money in my brokerage account?
6/27/23: As executor of my father's will, I want to make sure his assets are safe and sound for my mother, who is in memory care with Alzheimer's.
6/27/23: Last year I resigned from teaching after 21 years. If I teach for nine more years I get my full pension, but I am just not sure I can do it.
6/26/23: With a lot of travel on the horizon, should we be worried in any way about spending eight percent of our liquid assets early in our retirement years?
6/25/23: This weekend we're bringing you a snippet of an interview we did with Abby Davisson, author of Money and Love: An Intelligent Roadmap for Life’s Biggest Decisions. The recently released book is essentially a guide for navigating life’s most consequential and daunting decisions using research-based insights road-tested in a popular Stanford University course. Want more of Jill and Abby? Subscribe to Jill on Money LIVE to watch the full chat.
6/24/23: This weekend we're bringing you a snippet of an interview we did with Abby Davisson, author of Money and Love: An Intelligent Roadmap for Life’s Biggest Decisions. The recently released book is essentially a guide for navigating life’s most consequential and daunting decisions using research-based insights road-tested in a popular Stanford University course. Want more of Jill and Abby? Subscribe to Jill on Money LIVE to watch the full chat.
6/23/23: With my spouse already retired, I am contemplating the idea of retiring or semi-retiring so that we can enjoy some time together. Is it doable?
6/22/23: Can I retire early and can I afford a new home in case I have to take care of my aging parents?
6/22/23: With the hope of at least slowing down at 55, are we doing what we should be doing in our 30s to make that a reality?
6/21/23: I have worked for the past seven years since my divorce to rebuild my savings and I would like to know if I am making the right decisions to hopefully retire at 70.
6/20/23: My wife is already retired and I'm planning to call it quits at the end of 2023, are we in good shape?
6/20/23: With a new baby and a sizable inheritance in the mix, we're wondering how we should be prioritizing our savings and investment goals?
6/19/23: In honor of the Juneteenth holiday, this weekend we're re-running an interview we did with Dorothy A. Brown, who as a young black girl growing up in the South Bronx, saw how racism limited the lives of her family and neighbors. In her book, The Whiteness of Wealth, Brown draws on decades of cross-disciplinary research to show that tax law isn’t as color-blind as she’d once believed.
6/18/23: In honor of the Juneteenth holiday, this weekend we're re-running an interview we did with Dorothy A. Brown, who as a young black girl growing up in the South Bronx, saw how racism limited the lives of her family and neighbors. In her book, The Whiteness of Wealth, Brown draws on decades of cross-disciplinary research to show that tax law isn’t as color-blind as she’d once believed.