1/26/24: I am a 57 year old firefighter with a set retirement date for winter of 2027. Will I need to find another job at that time?

1/25/24: I will be moving to a different state this year and my move will be for at least five years. I don't know if I should sell my current home and buy a new one, or rent my home and rent in the new location.

1/25/24: As I map out my long-term retirement game plan, I'm facing some questions regarding possible Roth conversions.

1/24/24: Paying for college can be a daunting prospect for many. Families can use the Free Application for Federal Student Aid, or FAFSA, to qualify for loans, grants, scholarships and work-study programs. The application has been revamped this year and is meant to be easier to use. I joined CBS Mornings to discuss.

1/23/24: I have a pension through my employer and I have a Roth IRA and a separate 403(b). I have an emergency fund for eight months. Should I buy whole life insurance? Cancer or accidental death coverage? Should I buy all of it?

1/23/24: My husband will soon be 55 and wants to retire from corporate America and get another lower stress/fun job. Can he do it?

1/22/24: My wife and I (in our 40s) are contemplating paying off our mortgage. We have zero debt except our home.

1/21/24: With all my retirement income coming from interest and dividends, I'm uncertain as to how to manage my tax liability.

1/20/24: With my grandma on the verge of running out of money, I'm worried about what the long-term plan is.

1/19/24: Am I doing okay in terms of my investments given that I have a big chunk of cash in CDs? Is there anything else that I can invest the money in or do I need to do things differently?

1/18/24: I have a rental property but it's really starting to cause me a great deal of aggravation. Should I ditch it?

1/18/24: I'm a 37 year old separated dad of two currently going through a divorce and would like to get a check up to see if I'm still on track for retirement after this reset.

1/17/24: With several years to go before required minimum distributions kick in, I'm trying to decide on the best path forward regarding potential Roth conversions.

1/16/24: We just completed our dream renovation on our primary (forever) house and now have an outstanding HELOC currently at 8%. Should we dip into our retirement accounts and at least pay down some of the HELOC?

1/16/24: Ever since I left my financial advisor in early 2023, I’ve become a bit obsessive with optimizing our financial situation. It’s obvious we’re in good shape for our age but how can I find a happy medium in managing our finances and not let it take over my life?

1/15/24: We have two grown children and our youngest is autistic and will require care after we are unable to care for him. Knowing this, should we begin converting some of our IRA/401(k) assets to a Roth?

1/14/24: Are we crazy to consider giving up a hefty pension?

1/13/24: Am I financially independent enough to pursue my next endeavor?

1/12/24: We are being pitched a fixed index annuity. Should we do it?

1/11/24: My husband of 34 years passed away about a year and a half ago. I am successfully on my feet working as a professional, maintaining our home and figuring out what the next steps should be. Am I on the right path?