3/7/24: How many funds is too many for a brokerage account? I currently have 29 ETFs.
3/7/24: I keep hearing about retirement milestones and I'm spooked because I don't see myself reaching any of them.
3/6/24: Should I reduce my 401(k) contributions to the match and redirect the difference to my brokerage account? I'm worried I will have to take massive RMDs down the road.
3/5/24: Are we saving (or have saved) too much for retirement or are things we should be doing now to prioritize short-term needs over retirement?
3/5/24: We're recently retired and trying to figure out if we have enough saved to make it work.
3/4/24: I have worked for the federal government for the last 15 years and qualify for a pension that increases over time, but my dream would be to have a lot more flexibility. Should I ditch the job and settle for a decreased pension?
3/3/24: With two kids getting closer and closer to college, what's the best way for us to cover the cost?
3/2/24: As we approach our 50s, are we on track to achieve financial independence in six years?
3/1/24: When I first started working and could contribute to a 401(k) via my employer, I was all in on pre-tax. Years later I learned that it was better to shift to Roth. Should I now make all my contributions Roth?
2/29/24: I joined CBS Mornings with advice for couples striving for financial harmony, such as discovering the key conversations for alignment on money matters, the pros and cons of joint versus separate accounts, and how to turn those discussions into a solid financial plan.
2/29/24: Between my mother and myself we must have dozens of funds within our various accounts. How can we streamline things?
2/28/24: As I enter my 50s, I can't help but feel like I'm in a financial rut.
2/27/24: After being out of the workforce for a while, how can we get our finances back on track?
2/27/24: As we look to do a retirement reset, we're having a hard time making a major real estate decision.
2/26/24: I've been tasked with handling the finances for my ex in-laws. Am I taking the right steps?
2/25/24: Despite having a few pots of money in place for retirement, I'm concerned that I won't have enough.
2/24/24: With my wife getting ready to stop working, will we be okay with just one stream of income?
2/23/24: Am I too obsessed when it comes to saving money for retirement?
2/22/24: Did I make a mistake by purchasing a fixed index annuity for nearly $500k?
2/22/24: We’d like to have enough money for me to take three months off when our baby is born on top of the three months maternity leave I will be entitled to. Is this doable?