7/10/24: I have a lot going on so I have several questions, but mainly, I'd love a couple more opinions on the steps I'm taking and whether I'm on track to meet my financial goals.

7/9/24: I joined CBS Mornings for a midyear money checkup to discuss how to save money between now and Labor Day.

7/9/24: I took the plunge and now I'm self-managing my assets, but I'm still a bit unsure as to what the next steps should be.

7/8/24: I retired at 55 and now I am wondering if I should go back to work for a year or two?

7/7/24: This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape.

7/6/24: This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape.

7/5/24: A tax-smart portfolio begins with the right asset mix for your time horizon and your risk tolerance, with techniques designed to help enhance your after-tax returns.

7/4/24: This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape.

7/4/24: This Independence Day holiday week we're bringing you a recent chat I had with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more!

7/3/24: I owe $275k on a house which I could sell for $950k. It's my only asset. Should I sell?

7/2/24: With a large chunk of cash on the sidelines that should be invested, would you just lump sum in or spread it out over a 6–12 month period?

7/2/24: This Independence Day holiday week we're bringing you a recent chat I had with Downtown Josh Brown and Michael Batnick about investing during moments of crisis, why financial literacy education for young people is overrated, and much more!

7/1/24: I’ve gotten very into finances and financial planning over the past few years with the goal of trying to get us on a good page for financial independence or just flexibility. Are we on track?

6/30/24: With my husband now working two full-time jobs, what should we be doing with the extra income?

6/29/24: After receiving a very large inheritance, how should we be allocating our assets?

6/28/24: Certain strategies may help reduce taxes on retirement account withdrawals and that could potentially extend the life of your retirement savings and open up options for wealth transfer.

6/27/24: A recent report found the average annual cost of child care in the U.S. was over $11,500 last year. In some areas, those expenses can be two or three times higher. I joined CBS Mornings to discuss.

6/27/24: My wife and I are mulling over where we are at with our total financial picture and we're wondering if we're on track?

6/26/24: Should I use some of my buyout money to pay off the mortgage to reduce our monthly expenses which would allow me to consider jobs with less income?

6/25/24: With a huge chunk of money in pre-tax accounts, is it time to start doing some mega Roth conversions?