9/24/25: Should I consider moving my accounts to a low cost brokerage like Vanguard, or at this point is it better to leave them where they are?

9/23/25: I max out my 401(k) with everything going into the Roth option. I still have some pre-tax money left in a traditional IRA, should I convert it?

9/22/25: Should I continue making income-driven repayments and hope that the Public Service Loan Forgiveness program isn't canceled, or should I pay off the full balance?

9/21/25: I was recently informed that I will be without a job as of the beginning of the next federal fiscal year. I think that I'm fine financially, but my fiancé has expressed concerns about me being without a job. 

9/20/25: I joined CBS Mornings with essential financial tips to help recent high school graduates manage their money, avoid costly pitfalls and build a strong foundation for long-term success.

9/19/25: My husband and I are still young in our careers since we've both pursued higher education but we want to make sure we are on the right track to "catch-up" on retirement.

9/18/25: I'll soon be 65 and am looking for a retirement planning checkup as I contemplate a possible new job and/or career change for the next few years.

9/17/25: My wife is not returning to teaching this year so we're trying to figure out what to do with the money in her pension plan.

9/16/25: I joined "Face the Nation with Margaret Brennan" to preview the Federal Reserve's September meeting amid the Trump administration's push for the agency to lower interest rates.

9/15/25: With potential big changes on the horizon, I'm looking for a gut check on where we are and if/where we could/should go next.

9/14/25: I recently joined ⁠Managing Your Practice⁠, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience.

In this episode, we talked about navigating major life and career transitions, both for yourself and your clients. From burnout to reinvention, we also discussed practical insights on how great advisors can lead with empathy and help clients make confident, meaningful changes.

9/13/25: I recently joined ⁠Managing Your Practice⁠, a podcast from Dimensional Fund Advisors dedicated to providing financial professionals with best practices in key areas such as driving growth, business efficiency, and the client experience.

In this episode, we talked about navigating major life and career transitions, both for yourself and your clients. From burnout to reinvention, we also discussed practical insights on how great advisors can lead with empathy and help clients make confident, meaningful changes.

9/12/25: I belatedly looked at my quarterly statements and saw that my quarterly advisement fees are in excess of $13k. Is the fee worth what I'm getting in return?

9/11/25: I just turned 39, and I know it sounds crazy, but I'm feeling burned out and want to know if I can take a break from work.

9/10/11: I am in the Roth camp for sure, but is there ever a reason to choose a brokerage account over a pre-tax 401(k)?

9/9/25: Given the crazy housing market, will I ever be able to afford a piece of real estate?

9/8/25: My calculations tell me we're okay, but now I'm wondering if we can retire even earlier than originally planned?

9/7/25: With pensions part of the equation, am I taking on too much risk within my retirement account?

9/6/25: As the economic uncertainty continues, I joined CBS Mornings with financial moves to make if you've recently lost your job.

9/5/25: I hate feeling stupid and don't want to be the dope that is too lazy to take an interest in how my money is managed. What's our next step?