7/25/24: Somebody is trying to convince me to use a large chunk of my retirement account on an annuity. Does this make sense?

7/25/24: With a goal of buying a vacation home in the near future, are we saving too much for retirement?

7/24/24: Does it make sense to start contributing to the Roth 401(k) at this point and age or should I stick with the traditional pre-tax 401(k) option?

7/23/24: Since interest rates are so high, should I borrow from my 403(b) for a kitchen remodel?

7/23/24: I'm considering a new job that would include a pension if I stayed for more than five years. Should I take it?

7/22/24: Now that we're in our early 50s and already retired, I want to make sure we are well diversified without over complicating things.

7/21/24: What am I missing or where can I improve as I look to solidify my longterm retirement game plan?

7/20/24: As I chat with family and friends, I'm beginning to wonder if we should be looking to hire a financial advisor.

7/19/24: Today’s limits on lifetime estate and gifts tax exemption don’t expire until 2026, but there might be reasons to revisit your plan sooner than that.

7/18/24: My husband passed away and I got a life insurance payout of $200,000. Should I use some of it to pay off the mortgage?

7/18/24: I feel like my wife and I are in a good place financially as we approach 50, but we keep coming back to the question of if we should be doing Roth or pre-tax 401(k) contributions?

7/17/24: A report from the Consumer Price Index showed inflation cooled last month, faster than expected. The Federal Reserve has been waiting for inflation to slow before cutting its key interest rate. I joined CBS Mornings to discuss.

7/16/24: I know you don't usually recommend paying off a mortgage, but with a loan at 6.99%, should I aggressively pay it down?

7/16/24: I would love to retire at 65 but am very concerned we will not have enough to make it for 30 years.

7/15/24: Am I being crazy to think of leaving a very well-paying career? Is there something I'm missing?

7/14/24: Now that I'm getting divorced, I'm a bit concerned if my financial future is still secure.

7/13/24: Now that I'm making a lot more money, what are the next financial steps I should be taking?

7/12/24: A financial plan isn’t just about your investments. It’s about creating a plan to pursue your goals while keeping your values, risk tolerance, and liquidity needs in mind.

7/11/24: I am on the fence about whether I should invest in index funds or in a higher interest CD.

7/11/24: With one of us easing into retirement, what adjustments, if any, should we be making?