5/3/22: We're in our 30s and after saving and saving and saving, is our financial position solid enough to do something less demanding?

5/2/22: I'm 53 years old and starting to panic when I think about retirement. Will I be okay?

5/1/22: This weekend the shoe is on the other foot as you get to hear yours truly being interviewed on the The Long View podcast, hosted by Christine Benz and Jeff Ptak. We discuss a variety of topics, including the importance of planning for the worst, smart Social Security claiming strategies, and why employees should be proactive in the current labor market.

4/30/22: This weekend the shoe is on the other foot as you get to hear yours truly being interviewed on the The Long View podcast, hosted by Christine Benz and Jeff Ptak. We discuss a variety of topics, including the importance of planning for the worst, smart Social Security claiming strategies, and why employees should be proactive in the current labor market.

4/29/22: Looking into the future, maybe ten years or so down the road, will we be able to retire comfortably and relocate?

4/28/22: We've been saving and saving for retirement, but now I'm wondering how to balance retirement and funding college for our kids.

4/28/22: With my wife and I in our early 30s, what can we be doing now to structure our investments to fund a more flexible future?

4/27/22: Knowing that we've got some serious required minimum distributions on the horizon, should we delay Social Security and starting converting to a Roth?

4/26/22: Because of the emotions attached to it, I've been kind of ignoring an inherited IRA, but I'm finally ready to take some action.

4/26/22: Can more money really buy happiness? Well, one thing's for sure, doubling your salary can only make things easier.

4/25/22: We have been working very hard to get ready for college and ultimately retirement. Are we on track?

4/24/22: How should we be looking to juggle saving for retirement as well as the cost the day care? Does one take priority over the other?

4/23/22: Planning for retirement isn't always a straight line, especially when you mix some health factors into the equation.

4/22/22: Considering the current economic environment, is now actually the time to consider a fixed annuity?

4/21/22: Considering that I'm not a complicated client, I'm struggling with the management fees I'm currently paying. What's the solution?

4/21/22: What's the right balance when factoring in both retirement savings and trying to pay off student loan debt?

4/20/22; With retirement a few years out, what should I be doing now to ensure a smooth transition?

4/19/22: Newly retired and only in my 50s, which means I've got plenty of questions! Where should I draw my funds from to support my retirement before Social Security? Should I fire my advisor?

4/19/22: We think we're doing a good job planning for the future, but wanted to touch base to see if we are indeed on the right path.

4/18/22: After making some questionable financial moves, we feel like we're out of whack. Can you help get us back on track?