2/6/24: At 32 years old, it feels like I am very short on having enough saved to be able to retire. Not just to retire comfortably but to retire at all.

2/5/24: I chatted with you guys two years ago about early retirement at 55. Am I still on track as I inch closer and closer?

2/4/24: I joined Ask The Compound with Ben Carlson and Duncan Hill to discuss Roth strategies, optimizing your portfolio rebalances, how much you should spend on a forever home, and much more!

2/3/24: I joined Ask The Compound with Ben Carlson and Duncan Hill to discuss Roth strategies, optimizing your portfolio rebalances, how much you should spend on a forever home, and much more!

2/2/24: Tax season is officially underway. The IRS says they’re anticipating more than 146 million individual tax returns to be filed by the April 15 deadline. I joined CBS Mornings to share some useful tax tips for filers.

2/1/24: The latest Fed decision has been made and I joined CBS Mornings and CBSN to break down what to expect and how your finances may be impacted.

2/1/24: I recently got a payout from a company I was a part of and now find myself wondering what to do with the money.

1/31/24: I’m 45 years old and live in a high-tax state. I’m currently at the 32% tax bracket. Does it make sense for me to contribute to my Roth 401(k) instead of my traditional 401(k)?

1/30/24: I am ready to leave work and start my new endeavor in March. Am I okay to pull the plug?

1/30/24: I’m wondering if I should move money from my brokerage account to superfund our children’s 529 plans?

1/29/24: I’d like to hang in at work for three more years. I might try to do some type of work after that, but it won’t amount to much income. Can I make this work?

1/28/24: I'm convinced we're more than okay for retirement but my wife is a little unsure. Who's right?

1/27/24: I'm recently retired and find myself moving some funds around. Am I moving them in the right places?

1/26/24: I am a 57 year old firefighter with a set retirement date for winter of 2027. Will I need to find another job at that time?

1/25/24: I will be moving to a different state this year and my move will be for at least five years. I don't know if I should sell my current home and buy a new one, or rent my home and rent in the new location.

1/25/24: As I map out my long-term retirement game plan, I'm facing some questions regarding possible Roth conversions.

1/24/24: Paying for college can be a daunting prospect for many. Families can use the Free Application for Federal Student Aid, or FAFSA, to qualify for loans, grants, scholarships and work-study programs. The application has been revamped this year and is meant to be easier to use. I joined CBS Mornings to discuss.

1/23/24: I have a pension through my employer and I have a Roth IRA and a separate 403(b). I have an emergency fund for eight months. Should I buy whole life insurance? Cancer or accidental death coverage? Should I buy all of it?

1/23/24: My husband will soon be 55 and wants to retire from corporate America and get another lower stress/fun job. Can he do it?

1/22/24: My wife and I (in our 40s) are contemplating paying off our mortgage. We have zero debt except our home.