6/25/24: I have $60,000 sitting in a savings account that is not paying me a meaningful interest rate. What can I do with this cash to have it earn more money?
6/24/24: I recently started a new job and figure now is a good time to check-in on my financial game plan and make sure the outlook is solid.
6/23/24: Based on our age and where we are in life, is now a good time to start doing some Roth conversions?
6/22/24: I know we're in solid financial shape right now, but how will things look for us in 10 or 20 years?
6/21/24: Whether through a beneficiary designation, through a jointly held account, by probate, or through a trust, you need to ensure coordination and alignment between your assets and your plans.
6/20/24: I heard through the office grapevine that my position of 15 years may be transitioning into a position that I would not want. Am I in good shape if early retirement comes my way?
6/20/24: I received an unexpected payment of $500k from a former employer and I’m desperate to figure out what to do with it and how to plan for the taxes.
6/19/24: What do you recommend people do as a hedge against inflation (or hyperinflation) in their long-term savings and retirement accounts?
6/18/24: I am thinking of retiring in December but I am not sure about my retirement savings. Can I do it without collecting Social Security until 67?
6/18/24: With a lot of kids and a lot of rental properties, we're wondering if we're on track to retire in about 16 years?
6/17/24: I think my husband can retire but he's nervous and unsure. Who's right?
6/16/24: Given the financial advice my father-in-law has been receiving, is it time for an intervention?
6/15/24: With two military pensions on the horizon, is our overall retirement picture on the right track?
6/14/24: As you think about working with an advisor, ask yourself if he or she is only focused on your investments, or are they also helping you plan for long-term goals like retirement and leaving a legacy?
6/13/24: I'm thinking about seeing a financial planner but see no reason to justify the cost. Am I wrong?
6/13/24: I am 50 and have a plan to quit my job in about five years and move internationally where the cost of living is lower. Can I do it?
6/12/24: More than two million high school and college students are expected to work summer jobs and internships this year. I joined CBS Mornings with tips to help students navigate the job market.
6/11/24: I know that our early start, good income, and disciplined saving habits have put us on a solid path, but I still have anxiety over if we are doing enough.
6/11/24: With a baby on the way in a couple months, I’d like to do a check-in to make sure we’re on the right financial track.
6/10/24: I’m in my 30s with roughly $80k in retirement accounts but also $80k in student loans from graduate school. Should I shift my focus from retirement to the debt?