5/24/24: If you’re thinking about the rising cost of health care, you’re not alone. In fact, health care continues to be one of the largest and most significant costs people will face in retirement.

5/23/24: I retired four years ago at 55 and I haven't had to dip into any of my savings or retirement money. I would like to know what is the best way to start withdrawing my money so I can minimize my RMDs.

5/23/24: My position was eliminated last year and I took a severance package in lieu of relocating and I need to adjust my retirement plans.

5/22/24: I’m 61, my wife is 58, and we would like to retire in about four years. I assume we are close to the numbers needed but am wondering if we need to make any adjustments?

5/21/24: My uncle died and left me two life insurance policies. I have mostly left the money alone but I'm wondering if I should reallocate?

5/21/24: What is the best way to financially help out the parents without hurting our financial future?

5/20/24: For the first time ever, the Dow Jones average rose about 40,000, providing new optimism about the economy. I joined CBS Mornings to discuss.

5/19/24: I'm contemplating retirement at the age of 60. Can I do it?

5/18/24: After taking a retirement buyout a few months back, I want to make sure my calculations are correct.

5/17/24: Having a proper estate plan in place will give you the peace of mind that comes with "getting your affairs in order" before there is a crisis.

5/16/24: New inflation data is out, and the numbers could influence what happens to interest rates. I joined CBS Mornings to discuss.

5/16/24: Right now we're saving about $2,500 each month, but I want to cut back on that so we can build a pool, can we do it?

5/15/24: In 2023 we were in the 34% tax bracket but we should be in the 24% tax bracket for 2024 and we would like to make the most of this lower tax bracket window.

5/14/24: I’ll be getting married to a non-US citizen and I'm wondering how in the world do we even begin tackling an equitable prenuptial agreement?

5/14/24: I'm in a unique position where I know my costs in retirement will be significantly higher. How do I adequately plan for this type of retirement challenge?

5/13/24: I’m 45 and my wife is 49, and with $800k in my 401(k), I'm looking to see if we're on the right track and what we should do next.

5/12/24: There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.  

5/11/24: There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.  

5/10/24: I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are fee-based or should I accept the fact that if I have a financial planner then I must pay the fee?

5/9/24: This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years are not financially prepared for retirement. I joined CBS Mornings to discuss.