1/9/24: I know how much you love Roth assets but have never heard advice about when it may not make sense to convert. Is that the case in our situation?

1/9/24: We recently found out that my husband got a great job with a large tech company in Dublin, so we're trying to figure out if we should participate in the Irish pension option.

1/8/24: Am I on track to eventually start a new endeavor or semi-retire in five to seven years?

1/7/24: I feel like I'm at a point where I can no longer grow at work, so can I quit and do a reset?

1/6/24: As I enter my 50s, I'm wondering if I'm on target for retirement and if my money is invested in the right places.

1/5/24: My husband passed away last year and I have had to take a crash course in finances, and now I'm wondering if the 1% AUM fee I'm paying to a large national firm is too high? 

1/4/24: Two-thirds of Americans are considering a financial resolution for the new year, according to Fidelity Investments. I joined CBS Mornings to share tips on how to achieve most goals.

1/4/24: As I prepare to turn 40, I feel like it's a good time for my first real financial checkup.

1/3/24: I'm 60 and hoping to call it quits in two years. Am I on track?

1/2/24: I'm 56 and I want to change my work and my life. Can I do it?

1/2/24: We're in our 30s and want to know if we're on the right financial path as well as what we should be doing with some extra cash flow.

1/1/24: Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing.

12/31/23: Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing.

12/30/23: Everyone knows that timing is everything, and what better time to dissect and analyze the science behind it than the end of one year and the beginning of a new one. To help make sense of it all, we're re-running an interview we did in 2019 with Daniel H. Pink, author of When: The Scientific Secrets of Perfect Timing.

12/29/23: I'm 55 and looking for new options that involve part-time work. Can I make the transition?

12/28/23: With a variety of deferred comp options on the table, which, if any, should I go with?

12/28/23: My divorce is now finalized and I'm left not knowing how to get my investments in order for retirement.

12/27/23: My husband is 67 and I’m 62. I work part-time and he is self-employed and would like to retire. What do you think?

12/26/23: My wife and I live in the NYC area and have been saving up cash ($120,000) in a high-yield savings account with the hopes of using it for a home downpayment. Should we now invest the money considering we may still have some time before we actually enter the real estate market?

12/26/23: We recently had to move for work and have been renting our old home. We’d like to purchase a new home where we now live, but giving up the interest rate and potential asset of having a second property is difficult. What should we do?