9/4/24: I'm 45, on sabbatical, and I'm hoping I don't have to go back to my job. Can I walk away?

8/29/24: My husband died four years ago and I'm still trying to get myself back on track. Am I taking the proper steps?

8/23/24: 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.

8/16/24: 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.

8/9/24: 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?

8/8/24: I am considering various options to help pay for college tuition without completely sacrificing my retirement savings. Can I do both?

8/6/24: My mom is 64 and just received a gift of approximately $120k in cash from her father. How should she put this money to work?

8/1/24: I am nearing retirement in the next couple of months and my current challenge is adjusting my portfolio as I make this transition. 

8/1/24: Each month we have $2-4k left over after we pay our bills and lifestyle expenses, so I'm wondering where should we be investing this excess money?

7/31/24: If I were to take control of our retirement portfolios is there anything I should change or be aware of?

7/30/24: Retirement is quickly approaching, and while I should feel proud and happy, I can't help but feel scared and stressed.

7/30/24: I joined CBS Mornings to discuss a change to online Social Security accounts that will impact millions of beneficiaries. That includes everybody listening right now!

7/29/24: I joined CBS Mornings to discuss how American consumers are helping to boost the economy. The latest numbers show economic growth doubled to an annual rate of 2.8% in the last three months from 1.4% in the first quarter of 2024.

7/28/24: This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more!

7/27/24: This weekend we're running my recent appearance with the guys over at Ask The Compound where we discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more!

7/26/24: Even in election years, the question remains, do elections have a big impact on your money?

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?