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.

5/9/24: I was recently going through our finances and realized that we may be too cash heavy. Should we reallocate?

5/8/24: We're both already retired but looking for some advice as we prepare to navigate the next few years.

5/7/24: Is it okay for us to press pause on retirement for a year, or maybe two, so that we can start saving for a house down payment?

5/7/24: Now that I'm in my 50s, I'm starting to wonder how much longer my wife and I have to work?

5/6/24: I'm miserable at my job. Can I retire now or should I keep plugging away for a bigger pension?

5/5/24: This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy. Want more of Jill and Teresa? Subscribe to Jill on Money LIVE to watch the full chat.

5/4/24: This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy. Want more of Jill and Teresa? Subscribe to Jill on Money LIVE to watch the full chat.

5/3/24: Our emergency fund is in a bank savings account with an interest rate of 0.02%. Is there a better place to park the cash?

5/2/24: With a huge chunk of pre-tax money in my 401(k), I am worried about what the future RMD will be. Should I start using the Roth option?

5/2/24: I'm only 34, yet I'm constantly worried about my finances. How can I find the right balance?

5/1/24: How should we factor my pension into our overall retirement picture?

4/30/24: After getting hit with some large tax bills from our managed account, is it time to manage it on my own?

4/30/24: Given that I'm in my 30s and can't get insurance coverage due to my health condition, how should I be planning for retirement?

4/29/24: After retiring a tiny bit earlier than expected, am I okay as is?

4/28/24: With retirement in the near future, have I accumulated enough to call it quits in a secure fashion?

4/27/24: After changing jobs several times over the last decade, I find myself in need of some account consolidation.