11/24/23: How can I get my original contributions out of my 403(b) and into my personal Roth IRA while still working at a non-profit?

11/23/23: Gobble, gobble! Happy Thanksgiving from Jill and Mark.

11/23/23: Gobble, gobble! Happy Thanksgiving from Jill and Mark. Talk to you next week!

11/22/23: With a ton of student loan debt, should we try to scrimp and save and pay off the loan as fast as possible or see if we eventually get forgiveness for a portion of it?

11/21/23: I'm feeling the need for a professional reset. Can I pull it off?

11/21/23: I am in a five year unmarried relationship and my partner makes quite a bit more money than I do, so I want to make sure I am making financial choices that are in my own best interest.

11/20/23: Work is now a bit of a grind, and my health is okay but not fantastic. Can I retire now at 62?

11/19/23: On paper I feel like I'm successful, but I'm wondering if maybe there's more I could be doing?

11/18/23: With a substantial amount of money in pre-tax retirement accounts, should we be considering Roth conversions?

11/17/23: I was forced to retire at 60 when I was laid off. Shocked at first, I'm really enjoying the freedom after decades in a high stress sales job. Can I still afford to buy a house without the steady paycheck?

11/16/23: I like my job but my wife is pretty miserable. With a history of early onset Alzheimer's in her family we would like to do a reset sooner rather than later. Can we do it?

11/16/23: I recently started a new position and I'm trying to figure out what to do with my old 401(a), Roth 403(b) and defined benefit accounts.

11/15/23: I will be 62 next year and I have $500,000 in a 401(k) plan, $150,000 in cash and another $45,000 in a Roth account. I don't spend much. Can I retire in 2024?

11/14/23: My wife and I are retired military and we're wondering what is the best strategy for accumulating wealth without a high tax burden? 

11/14/23: I'm thinking of a making a move that is probably not financially astute. Is it a ridiculous idea?

11/13/23: I have a progressively disabling terminal illness and may need home care in as soon as 18 months. How should we handle the proceeds from an upcoming home sale?

11/27/23: With a mix of W-2 and 1099 income, do we have the right retirement plan in place?

11/12/23: This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's part two.

11/11/23: This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's part one.

11/10/23: The bond portion of my portfolio is getting crushed. When will it improve?