6/8/24: Given that my wife is 11 years younger, can I safely retire at the age of 62?

6/7/24: How will you feel about your finances and generating income when it’s time to transition to retirement?

6/6/24: Are we crazy to consider buying a house in retirement? If we do it, should we pay cash or take out a mortgage?

6/6/24: Even though I'm quite sure we have enough saved, I'm struggling with what my next steps should be given my situation.

6/5/24: How much money people should have in taxable brokerage accounts versus inside traditional retirement accounts?

6/4/24: My financial advisor is suggesting two different annuities for me. Are they appropriate given my situation?

6/4/24: Last Wednesday was May 29, which is also known as "529 Day," aimed at raising awareness about 529 college savings plans. I joined CBS Mornings to explain how you can take advantage of government programs for education.

6/3/24: I am retired and I'm unsure how to start withdrawing money from my various accounts.

6/2/24: With retirement still a ways off in the distance, is there any reason why I should be moving some of my assets?

6/1/24: Now that we're in our mid 60s, are we on track to have enough money saved as we approach retirement?

5/31/24: A holistic view of your full financial picture can help you identify opportunities that may reduce your overall tax burden while potentially enhancing long-term investment returns.

5/30/24: After a recent divorce, and now feeling a bit concerned, I want to make sure that my financial future is still secure.

5/30/24: We are thinking about buying a second home but I am not sure we have enough money saved. Can we pull it off?

5/29/24: With all the monthly expenses covered by a hefty pension, how should the rest of my portfolio be allocated?

5/28/24: New housing data shows new and existing home sales fell in April as mortgage rates remained high. The number of homes on the market rose by 9%, but prices are still more than 40% higher than four years ago. I joined CBS Mornings to discuss.

5/28/24: My wife (66) and I (68) are in our final two or so years of work and we're concerned that we'll be okay in retirement. What do you think?

5/27/24: This Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between.

5/26/24: This Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between.

5/25/24: This Memorial Day weekend we're joined by Adam Levin, cybersecurity expert and host of the What the Hack podcast. Adam joined us to talk about a plethora of scams and cybersecurity best practices for the young, the old, and everybody in between.

5/24/24: If you’re thinking about the rising cost of health care, you’re not alone. In fact, health care continues to be one of the largest and most significant costs people will face in retirement.