11/5/24: No calls, no questions, just some thoughts on the economy as we hit Election Day.
11/5/24: A recent study reveals Gen Z and Millennials are most likely to make impulse buys during the holidays than Gen X and Baby Boomers. I joined CBS Mornings Plus with tips to make smarter spending decisions as gift-giving season nears.
11/4/24: I’m wondering if I’m keeping too much cash in my emergency reserve fund. Am I missing out on potential gains by not having more of it invested?
11/3/24: With a forced retirement coming for my husband in a few years, how should we thinking about our financial future?
11/2/24: My husband recently passed away and I have a lot of big financial decisions that need to be made, so I want to make sure I'm not making any mistakes.
The government released its latest GDP number, which is a measure of the change in the economy's size. The report shows it grew at an annual rate of 2.8% in the third quarter of the year. I joined CBS Mornings to discuss.
10/31/24: If I do a Roth conversion in December, can I wait until April the following year to pay the taxes out of my non-retirement savings account, or do I have to pay quarterly taxes?
10/31/24: I want to retire next year at the age of 62 after working at the same company for 35 years. Can I do it?
10/30/24: I joined CBS Mornings to discuss the new IRS 2025 tax brackets. Each year, the agency makes adjustments to the tax code to account for inflation.
10/29/24: Thanks to Nvidia my asset allocation is completely out of whack. Should I rebalance?
10/29/24: A new survey shows the number of Americans with a will has decreased by 6% from last year, even though the majority say having a will is important. I joined CBS Mornings to discuss what to know about estate planning and your will.
10/28/24: With retirement just days away, as in four days, I'm trying to figure out what I should do with an annuity that I have.
10/27/24: Retirement is here and I have a few different pension scenarios to consider. Is there a right or wrong answer?
10/26/24: After being the workforce for 40 years, we're totally burned out and want to be done. Can we make an exit?
10/25/24: In this episode we've got some essential tips on selecting the right health insurance and benefits plan for the year ahead. The enrollment period is now open for some employer-sponsored plans and Medicare, with ACA plans starting on Nov. 1.
10/24/24: Every time I look into the long-term performance of bond funds, they are so low that I just don’t get it. Am I missing something?
10/24/24: We recently found out that my husband, thanks to his job, will be coming into a large chunk of money. What should we do with it?
10/23/24: I have a pension which receives a COLA but I am inquiring as to my ability to retire and also ensure my spouse is taken care of if something were to happen to me.
10/22/24: A year ago I moved all of my money from Vanguard to a local advisor who recommended annuities and I feel like things are now such a mess. What should I do?
10/22/24: Many people in their 50s are part of the so-called "sandwich generation" of workers who support both young relatives and aging parents. Roughly 5 million U.S. households fall into this category, and as a result, the sandwich generation faces challenges saving for retirement.