7/8/23: As I navigate my long-term retirement plan, I want to make sure I'm making the right money moves.
7/7/23: With some home sale proceeds on the horizon, I'm wondering what I should do with the nearly $400k?
7/6/23: I'm wondering if I can retire next year at 62 and if there's any reason why I should be worried about Social Security being around for me?
7/6/23: With a lot of uncommon variables in the equation, I'm in search of some proper financial planning to address our unique situation.
7/5/23: Working longer is not an option, so I'm wondering if I'm on track to retire in two years?
7/4/23: Since it's the 4th of July, we're re-airing an interview we did with Ken Langone, the legendary financier, who helped take a bunch of companies public before co-founding Home Depot. He joined us a few years back to talk about his book, I Love Capitalism!: An American Story, but really it was just a fascinating conversation with a guy who grew up in a working-class family, put himself through school, and after some hard work and smart decisions and a few guardian angels, became one of the most successful businessmen in the country.
7/4/23: With some extra cash flow in the equation, I'm wondering what's the best way to allocate it?
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?