9/8/23: After recently learning that my employer offers a Roth 401(k) option, should I switch my contributions from pre-tax to Roth?
9/7/23: With $12,000 left in student loan debt, should I be laser focused on paying it off?
9/7/23: With our toddler about to age out of daycare, what should we do with the extra cash flow we'll soon have?
9/6/23: About ten years ago I purchased a whole life insurance policy, should I keep or ditch it?
9/5/23: With some extra money on hand, I’m having a hard time deciding what to do. Save it or pay down debt?
9/5/23: Now that we're in our 30s, we're realizing that we need to focus on our retirement savings, but with a child and other expenses on the horizon, we're in need of a game plan.
9/4/23: As we think about getting married, our main issue is over combining the finances. How do we proceed?
9/3/23: At 48, and hoping to call it quits at 55, I’m wondering if I’m on track and will I be able to retire in seven years?
9/2/23: 55 and just retired, but in need of some help with my portfolio allocation.
9/1/23: After receiving a lump sum from my employer as part of a separation package, how should it be invested?
8/31/23: Can I retire and spend some time with my husband who is already retired?
8/31/23: Given the current real estate market, and the fact that our house has appreciated significantly, I'm wondering if we should sell and become renters?
8/30/23: I’m in my early 50s, and after a recent inheritance, am I okay to retire now?
8/29/23: I’m 64 and would love to retire at 65, is this a realistic goal?
8/29/23: After a series of emotionally driven financial decisions, I feel like I need help getting back on track.
8/28/23: As I approach 50, how should I be maximizing my retirement contributions to possibly retire in five years or so?
8/27/23: What’s the best way to make a Roth conversion as clean and seamless as possible?
8/26/23: With an extra $1,500 of cash flow each month, where should it be going?
8/25/23: Given that we’re both high wage earners, and we have three kids, do you recommend whole life insurance as a way to invest for the kids?
8/24/23: Even though I know it’s the wrong financial move, should I still throw every available penny at my student loans?