4/17/25: In thinking about what to do in this economic downturn, I was wondering whether stepping up our Roth conversions might be a smart move?

4/16/25: We've been planning on retiring later this year, but the volatility of the current political and financial arenas is making us anxious and giving us pause.

4/15/25: As a mid-to-late career federal worker, should I even consider the buyout and early retirement offer that's currently on the table?

4/14/25: I don’t like my job. So, do I take the leap now, or push through for a few more years? What are the real pros and cons beyond just the numbers?

4/13/25: Most Americans have until April 15 to file their tax returns or request an extension to file and pay any taxes owed. With less than a week left before the deadline, it's time for some last-minute tax tips.

4/12/25: After a WILD week on Wall Street, it's time to answer some of the most common questions we've been receiving.

4/11/25: How comfortable should I be with our financial situation in order to help us determine how much time I can afford not generating income and weigh the options for what the next opportunity could be?

4/10/25: Knowing that money will never be an issue for us, should we pay off the mortgage or invest in the market?

4/9/25: I am a federal employee facing uncertainty about whether my job may be eliminated in the next few months, and my husband is a researcher at a university with a position funded by NIH grants. How should we prepare just in case?

4/8/25: We are not brilliant money people, but we are starting to think it might be a good idea to get on top of the situation. Can we self-manage?

4/7/25: Investors are licking their wounds after a two-day brutal sell-off, triggered by President Trump’s tariffs. We’re here to hold your hands as we start a new week.

3/29/25: We're in our mid 40s and want to make sure we are doing everything we can to prepare for retirement while living our life to the fullest.

4/5/24: Whew, what a week! Here's our latest reminder, especially for all you newbie investors, to keep calm and carry on!

4/4/25: We're spending a lot but we are also saving a lot now that our income is much higher. Can we still reach our goal of financial independence?

4/3/25: A reduction in force is coming to my agency, but I am eligible for an early retirement offer. Should I take it?

4/2/25: I'm helping my mom (about to turn 80) manage her finances and I want to make sure I am helping her maximize her limited resources.

4/1/25: My father passed away last year and I inherited several accounts from him and now I need to figure out what to do with them.

3/31/25: My insurance agent recently suggested a variable annuity with a death benefit. Yay or nay?

3/30/25: For the last 10 years I've been making Roth contributions to my 401(k) through my employer. With recent discussions of omitting income tax in favor of a consumption/sales tax, is the Roth still the best strategy?

3/29/25: While spring cleaning is usually associated with tasks around the house, it's also a good time to clean up your finances. Mark and I discuss.