12/6/22: I have a hard time stomaching the 1.35% AUM fee I’ve been paying for a certain firm to handle my Roth IRA. Should I move it?
12/6/22: With $3,400 in excess monthly cash flow, what should we be doing with the funds? Saving for retirement? Pay off debt?
12/5/22: At the ripe old age of 52, can I call it quits in five years and figure out my next career move?
12/4/22: With my wife staying at home to take care of the kids, are we still on track with our retirement game plan?
12/3/22: Given that I'm in my 30s, single, and no kids, is there any reason why I need a whole life insurance policy?
12/2/22: If you're beyond 59.5, is there any reason why you should use a brokerage account over a workplace retirement plan, especially if the workplace plan has a Roth option?
12/1/22: With a bigger home in our future, I'm wondering if it's better to have a larger down payment or should we look to maximize our debt payoff?
12/1/22: I joined CBS Mornings on "Giving Tuesday" to discuss what taxpayers need to know about charitable giving this year. We also shared tips for ensuring you are giving to a legitimate charity, and don't fall victim to a scam.
11/30/22: Knowing that I'll be financially responsible for my parents in the near future, how should I be adjusting my finances?
11/29/22: Given my current situation, should I pay off my mortgage as fast as possible?
11/29/22: Because I'm a stay-at-home parent, I'm concerned that our retirement numbers aren't on track. Are we okay as a single income family?
11/28/22: The rocky year on Wall Street has spooked my mother-in-law, and now she's starting to panic. Will she be okay?
11/27/22: At what point in time is it safe for us to ditch our term life insurance policies?
11/26/22: I'm tempted to invest the emergency fund in something that's low risk, good idea or bad?
11/25/22: I recently inherited some annuities and I'm not sure if I should go back into another annuity, or cash out, pay the taxes and move on?
11/24/22: A quick message from Jill and Mark and what we're thankful for this Thanksgiving. Happy Thanksgiving everybody!
11/24/22: After racking up some debt, I'm working on wiping the slate clean and starting fresh. How should I be prioritizing the debt?
11/23/22: I joined CBS Mornings to discuss estate planning and review the four main documents you should have. We also discuss why estate planning is important for people of all ages, no matter your marital status or whether you have children.
11/22/22: How do we decide when to decrease our 401(k) contributions and instead put more into savings or a brokerage account?
11/22/22: After relocating last year from CA to FL, I was used to higher taxes and it seems we have over contributed this year, possibly making it a good time for a Roth conversion. Should we do it?