10/3/24: My wife and I are trying to figure out how to pay for college for our youngest son and we're in need of some suggestions.

10/1/24: Can I retire at 59 and a half and go part-time for a few years and then stop working completely?

10/1/24: I have a large chunk of money in my ESOP and a large chunk of money in a single stock. How should I be evaluating my overall asset allocation?

9/30/24: I have Fidelity 401(a) and 403(b) plans, some smaller retirement savings in a TIAA account, and a small pension from a prior employer. What recommendations do you have to manage, or consolidate, these accounts?

9/29/24: At this point in our lives, I feel like we need a sanity check to make sure our retirement planning is on the right track.

9/28/24: Even though we have a boatload of money saved, we're still suffering from financial anxiety. Any suggestions?

9/27/24: With my husband's pension set to come into play next year, which option should we select?

9/26/24: We recently fired our financial planner and would like some advise and/or suggestions on our portfolio makeup as we begin our retirement journey.

9/26/24: My wife and I are very much aligned on our finances and retirement planning, however my wife has zero interest in getting involved in our finances, investments, etc. For that reason, I would like to have a CFP or advisor in place to help her if I were to pass unexpectedly. Good idea or bad?

9/25/24: My husband and I have what I believe to be a comfortable nest egg to retire early, but I am still feeling a bit scared since he has put in his retirement at 56 from his government job.

9/24/24: With another 12-15 years to go, how should we be investing inside our 457 plans?

9/24/24: As I prepare to leave the military, is there any reason why I should be looking to get additional insurance?

9/23/24: We recently had a windfall and would like to know if we should be investing in a brokerage account or paying off some debt?

9/22/24: This weekend we're joined by the CEO of 1-800-Flowers, Jim McCann, as we discuss the story behind his successful company.

9/21/24: This weekend we're joined by the CEO of 1-800-Flowers, Jim McCann, as we discuss the story behind his successful company.

9/20/24: The Federal Reserve announced it was lowering its benchmark interest rate by 0.50 percentage points, the first cut since March of 2020. I joined CBS Mornings to explain what the rate reduction means for consumers.

9/19/24: I'm 55 years old, single, and I want to retire as soon as possible. Can I do it?

9/19/24: Given the level of assets we've accumulated, I'm wondering if we can hit the breaks when it comes to saving for retirement?

9/17/24: Our daughter is draining us. I’ve talked to her about taking a budgeting course, I have also asked her not to spend on the emergency credit card, yet there is always an excuse.

9/17/24: I retired two years ago at 48 and would like to know if you agree with my analysis that I have enough to stop my part time job.