1/21/24: With all my retirement income coming from interest and dividends, I'm uncertain as to how to manage my tax liability.

1/20/24: With my grandma on the verge of running out of money, I'm worried about what the long-term plan is.

1/19/24: Am I doing okay in terms of my investments given that I have a big chunk of cash in CDs? Is there anything else that I can invest the money in or do I need to do things differently?

1/18/24: I have a rental property but it's really starting to cause me a great deal of aggravation. Should I ditch it?

1/18/24: I'm a 37 year old separated dad of two currently going through a divorce and would like to get a check up to see if I'm still on track for retirement after this reset.

1/17/24: With several years to go before required minimum distributions kick in, I'm trying to decide on the best path forward regarding potential Roth conversions.

1/16/24: We just completed our dream renovation on our primary (forever) house and now have an outstanding HELOC currently at 8%. Should we dip into our retirement accounts and at least pay down some of the HELOC?

1/16/24: Ever since I left my financial advisor in early 2023, I’ve become a bit obsessive with optimizing our financial situation. It’s obvious we’re in good shape for our age but how can I find a happy medium in managing our finances and not let it take over my life?

1/15/24: We have two grown children and our youngest is autistic and will require care after we are unable to care for him. Knowing this, should we begin converting some of our IRA/401(k) assets to a Roth?

1/14/24: Are we crazy to consider giving up a hefty pension?

1/13/24: Am I financially independent enough to pursue my next endeavor?

1/12/24: We are being pitched a fixed index annuity. Should we do it?

1/11/24: My husband of 34 years passed away about a year and a half ago. I am successfully on my feet working as a professional, maintaining our home and figuring out what the next steps should be. Am I on the right path?

1/11/24: According to a new survey from Bankrate, nearly half of consumers say they are carrying a credit card balance from month to month. I joined CBS Mornings to discuss.

1/10/24: My husband and I are turning 50 later this year and we have started seriously thinking about retiring at 55. Can we pull it off?

1/9/24: I know how much you love Roth assets but have never heard advice about when it may not make sense to convert. Is that the case in our situation?

1/9/24: We recently found out that my husband got a great job with a large tech company in Dublin, so we're trying to figure out if we should participate in the Irish pension option.

1/8/24: Am I on track to eventually start a new endeavor or semi-retire in five to seven years?

1/7/24: I feel like I'm at a point where I can no longer grow at work, so can I quit and do a reset?

1/6/24: As I enter my 50s, I'm wondering if I'm on target for retirement and if my money is invested in the right places.