10/8/25: With my adjustable rate mortgage about to reset, should I lock in now or wait a bit longer?
10/7/25: I am currently employed but am in the interview process for a new opportunity and would like to know how much more the potential new employer would need to offer me to make the transition worthwhile.
10/6/25: In the next six years I'd like to sell my business and do something else. I'm not sure what exactly, but something different.
10/5/25: Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:
Delivering values-aligned financial advice to improve people’s lives
Being thoughtful about the impact investments have on society and the environment
Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base
10/4/25: Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:
Delivering values-aligned financial advice to improve people’s lives
Being thoughtful about the impact investments have on society and the environment
Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base
10/3/25: Today we're joined by Jana Davis, a financial advisor and CFP® at Abacus Wealth Partners, a purpose-driven, values-centric financial advisory firm, focused on creating authentic and measurable impact in three key areas:
Delivering values-aligned financial advice to improve people’s lives
Being thoughtful about the impact investments have on society and the environment
Promoting change in the financial services industry to create and serve a more diverse and equitable profession and client base
10/2/25: I joined CBS Mornings to break down how the government shutdown could affect the economy and your personal finances.
10/1/25: After only recently prioritizing my retirement, will I have enough money to last 25 years or so?
9/30/25: In the scenario that we both lost our jobs right now, would we have enough to get us through to full retirement age?
9/29/25: I'm a relatively new doctor, and I'm finally making good money, am I doing enough to prepare for retirement?
9/28/25: Despite a lot of positive changes, I still don’t feel secure that I’m on the right track. Can you please guide me in the right direction?
9/27/25: I joined CBS Mornings to answer your top financial questions, including on credit cards, your savings account and retirement options.
9/26/25: We are looking at cutting back our savings rate to enjoy a few other things while our kids are young and in the house, including not working as much as we are. Will it derail us?
9/25/25: I am one year away from retirement and my husband is three years out and I want to know if we should adjust our allocations?
9/24/25: Should I consider moving my accounts to a low cost brokerage like Vanguard, or at this point is it better to leave them where they are?
9/23/25: I max out my 401(k) with everything going into the Roth option. I still have some pre-tax money left in a traditional IRA, should I convert it?
9/22/25: Should I continue making income-driven repayments and hope that the Public Service Loan Forgiveness program isn't canceled, or should I pay off the full balance?
9/21/25: I was recently informed that I will be without a job as of the beginning of the next federal fiscal year. I think that I'm fine financially, but my fiancé has expressed concerns about me being without a job.
9/20/25: I joined CBS Mornings with essential financial tips to help recent high school graduates manage their money, avoid costly pitfalls and build a strong foundation for long-term success.
9/19/25: My husband and I are still young in our careers since we've both pursued higher education but we want to make sure we are on the right track to "catch-up" on retirement.