8/14/25: Should I absorb the annuity surrender charges and reinvest the money into my current investment, which is earning 9% compounded quarterly?

8/13/25: I would feel horrible losing a large portion of a recent inheritance, so I want to be careful, but I also want to maximize its earnings potential. What are my options?

8/12/25: When it comes to finances, I generally take the path of least resistance. Do I need to take a more active role or can I continue to coast?

8/11/25: I would like to get some feedback on my plan and check if I am on the right path or if I should be making some tweaks along the way.

8/10/25: I feel I am not doing enough. What can I improve? I need either a pat on the back or a sit down lecture.

8/9/25: With interest rates holding steady for the fifth time, I joined CBS Mornings to explain how the decision affects credit cards, car loans, mortgages and savings.

8/8/25: I am 61 and my husband is 59. We've been discussing my retiring next year and he would retire two years later when he is 62. Is this doable?

8/7/25: Are we in a good spot for me to step away from my job and retire (age 58) at end of the year?

8/6/25: My husband still worries and is afraid to spend money. What can I tell him to help him see that things are fine and we can afford to have a little fun?

8/5/25: I have met with a third financial advisor (a fiduciary) and I'm still not convinced I need a planner. What do you think?

8/4/25: What I’ve earned, I’ve put towards many other expenses and am now wanting to pause and see how I am doing. Am I on track to find peace and get some time back?

8/3/25: I’m curious about how people quell their anxiety about whether they have enough for retirement. My anxiety about it returns every month or so.

8/2/25: When it comes to planning for retirement, it's all about having a plan. Without that key ingredient, it's impossible to move forward.

8/1/25: I don't hate my job but I can see the end in sight and would like to know if I'm close to being able to retire and spend $10k per month.

7/31/25: When I look at the numbers with a life expectancy of 90, it seems like I can finally retire with a conservative withdrawal rate. Are the numbers right?

7/30/25: As I navigate my single life (no children) as I enter my mid-50s, should I be considering a long-term care policy?

7/29/25: Should we switch all of our retirement accounts to traditional from Roth to reduce income and qualify for all the tax deduction we are eligible for?

7/28/25: We've started working with a financial planning firm, and part of the strategy requires the use of annuities, is this the best approach?

7/27/25: Are we okay to buy a new house in cash? Doing so would free up additional cash flow and we would still have a sizable brokerage account.

7/26/25: I joined CBS Mornings to answer viewer questions from life insurance and lowering bills to your mortgage and the impact of canceling credit cards.