2/4/25: The 2024 tax season is officially open. I joined CBS Mornings with the key details taxpayers should be aware of this season.

2/3/25: I'm 62 and looking to retire at 65, if not sooner. Can I do it?

1/31/25: We're currently in our 40s, but I am trying to figure out if my wife and I are on track to be able to retire at 55?

1/30/25: I would like to retire in June, however, my spouse is very concerned about finances and lacks confidence in the numbers.

1/30/24: With some rental properties as part of my portfolio, I'm wondering if it's time to sell one of them?

1/29/25: I want to know if you think we are saving enough right now or do I need to be putting more away even though I will have substantial pension income?

1/28/25: I have a vested pension from a previous career path that I can cash out now, or I can take the monthly payment once I reach retirement age. Which is the better option?

1/28/25: On this episode Mark and I are discussing how to financially recover and navigate your insurance claim if you lose your home in a natural disaster.

1/27/25: I have one-million-dollars in proceeds from my condo sale and I’m renting for now. If I find a good deal, I could buy a new home or should we keep renting?

1/24/25: A new house is definitely part of the plan, but just how much to spend is still up in the air.

1/23/25: My dividend income is now more than the salary I made during my working years. How can I manage the tax situation?

1/23/25: We're in our mid 30s with two young children and would like to know if we are taking the right steps to set us up for financial success?

1/22/25: Am I okay to skip maxing out my workplace retirement contributions this year and use the same amount to rebuild my cash savings instead?

1/21/25: I just found out my parents have about 2-3 years of funds before they will run out of money. Their backup plan is me, and I'm trying to figure out how best to handle this scenario.

1/21/25: With nearly half of Americans carrying credit card balances month-to-month, here's some tips on how to pay down debt.

1/20/25: We have the opportunity to buy into our family farm. Currently it is owned by my father/uncle/aunt and my uncle wants to sell his share. Should I buy him out?

1/17/25: Given the unprecedented and potentially volatile environment we're entering in 2025, should I leave my money where it is? Should I pull some out of the market to build up my emergency fund just in case?

1/16/25: With over two million in tax-deferred accounts, and now that we're both retired, we feel now is the time for Roth conversions. How much should we do and how fast should we do it?

1/16/25: I'm a 30-year-old physician in residency training and I have reached some significant financial goals in the last year, and I'm wondering what I should be doing with my extra cash flow?

1/15/25: Am I correct to treat my pension like "cash" and then put 100% of my other assets in riskier holdings?