12/20/23: We're in our late 50s and hoping to have some retirement options in two to three years. Are we on track?
12/19/23: I am 70 and my wife is 68. My pension and Social Security cover our living expenses. Should we be considering long-term care insurance?
12/19/23: I'm a federal employee and was recently offered a job in Arizona. Should we make the move from Washington state?
12/18/23: The company I work for is being acquired and I will receive a nice payout. Can I use the money to do a reset?
12/17/23: With $160,000 sitting in cash on the sidelines, how should I put it to use?
12/16/23: Jill on Money officially joined The Compound network as we host a new weekly YouTube show. It’s called Jill On Money Powered by The Compound and joining us to discuss the partnership is Josh Brown, aka Downtown Josh Brown aka The Reformed Broker.
12/15/23: Jill on Money officially joined The Compound network as we host a new weekly YouTube show. It’s called Jill On Money Powered by The Compound and joining us the next two days to discuss the partnership is Josh Brown, aka Downtown Josh Brown aka The Reformed Broker.
12/14/23: I joined CBS Mornings to discuss the latest Consumer Price Index report, which shows inflation slowing.
12/14/23: I am 43, my wife is 44, and we would like to know if we are on track to retire at 60.
12/13/22: My husband is looking to retire next year when he turns 65. I quit my full-time job two years ago and now work part-time. We think our plan is feasible but would like a second opinion.
12/12/23: With a big federal pension on the horizon, I'm curious if we're on track to reach our retirement goals?
12/12/23: Can Jill please explain why she is even more conservative than the widely accepted 4% rule for withdrawals?
12/11/23: After inheriting a variety of stocks and ETFs, what's the best way to consolidate?
12/10/23: As we hit our mid 50s, are we on track for retirement in a few years?
12/9/23: Can I call it quits and make my travel dream a reality?
12/8/23: How can we use an inheritance to accomplish our immediate financial goals?
12/7/23: After my father died, mom and I are trying to navigate the finances and we have a few questions.
12/7/23: I would like some insight on our asset allocation for our 401(k)s and brokerage accounts given our specific and unique situation.
12/6/23: My wife and I welcomed our first child to our family. We are thrilled to be parents but were shocked when our financial advisor provided us with suggested 529 contribution figures.
12/5/23: We thought the traditional pre-tax path was better in our situation until recently when we learned that tax rates will likely revert to higher percentages in 2026, now we're stuck in analysis paralysis!