1/3/25: With the market going gangbusters, why aren't the 529 plans growing?
1/2/25: With a big military pension on the horizon, am I saving too much in my retirement plan?
1/2/25: After doing it on my own for many, many years, is there any reason why I would need a formalized financial plan?
12/31/24: After avoiding the issue for a while, I'm now trying to get my financial life in order.
12/31/24: After having a couple of curveballs thrown at us, are we still on track to accomplish our financial goals?
12/30/24: I just retired at 57 and now I'm wondering how to tap the various accounts to generate a stream of income.
12/29/24: To close out the year, and to close out the weekend edition of Jill on Money, we're joined today and tomorrow by Joe Saul-Sehy, host of the Stacking Benjamins podcast. Two money gurus talking personal finance, enjoy!
12/28/24: To close out the year, and to close out the weekend edition of Jill on Money, we're joined today and tomorrow by Joe Saul-Sehy, host of the Stacking Benjamins podcast. Two money gurus talking personal finance, enjoy!
12/27/24: After years and years of pre-tax 401(k) contributions, is it time to make the switch to Roth?
12/26/24: I'm feeling a bit nervous as my husband prepares to retire. Do I need to worry?
12/26/24: I have a new job, higher salary, and quite a bit more in investments. Yet I'm still feeling anxious when it comes to my finances. Can you help?
12/24/24: I recently moved, switched jobs (internally), and am looking for help with finances as I try to combine my financial life with my partner.
12/24/24: People in their 40s face major financial pressures, from helping their children pay for college to affording a mortgage. But it’s still critical that they also concentrate on planning for retirement.
1/1/25: Happy New Year from Jill and Mark!
12/23/24: I had assumed I would not draw from my 401(k) until I am required to take RMDs, but in listening to your show and talking to others, I’m questioning if waiting until I’m required to take RMDs would put me in a significantly higher tax bracket.
12/25/24: Merry Christmas from Jill and Mark!
12/22/24: I'm 57 and wondering if I have enough saved to retire sooner rather than later.
12/21/24: I’m 57 and would like to retire by 60. Is this doable or just a pipe dream?