11/14/24: I have been contemplating when we can retire and I would like a second opinion to help put my mind at ease.
11/13/24: With a fixed rate home equity loan at 6.5% over the next 10 years, should we focus on paying it off or should we focus on starting a brokerage account?
11/12/24: My husband and I would like to stop saving in retirement and use any excess funds during the next eight years to send two kids through college and save in a 529 for a third kid who will attend college after we stop working. Can we do it?
11/12/24: The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both.
11/11/24: My mom is about to receive a nice chunk of cash, but we're not sure what to do with the money and how to allocate the funds during her retirement.
11/10/24: I thought I was on track for retirement, but now I'm worried and starting to panic a bit.
11/9/24: If I want to retire in two years, and relocate, can I do it even if I don't have a big fat pension?
11/8/24: The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both.
11/7/24: As we hit our 60s, should we buy a new house altogether or put an addition on our current home?
11/7/24: With pensions on the horizon, are we saving too much money for retirement?
11/6/24: With a potential house purchase on the horizon, should I keep some money from a recent settlement in cash? Or invest it?
11/5/24: No calls, no questions, just some thoughts on the economy as we hit Election Day.
11/5/24: A recent study reveals Gen Z and Millennials are most likely to make impulse buys during the holidays than Gen X and Baby Boomers. I joined CBS Mornings Plus with tips to make smarter spending decisions as gift-giving season nears.
11/4/24: I’m wondering if I’m keeping too much cash in my emergency reserve fund. Am I missing out on potential gains by not having more of it invested?
11/3/24: With a forced retirement coming for my husband in a few years, how should we thinking about our financial future?
11/2/24: My husband recently passed away and I have a lot of big financial decisions that need to be made, so I want to make sure I'm not making any mistakes.
The government released its latest GDP number, which is a measure of the change in the economy's size. The report shows it grew at an annual rate of 2.8% in the third quarter of the year. I joined CBS Mornings to discuss.
10/31/24: If I do a Roth conversion in December, can I wait until April the following year to pay the taxes out of my non-retirement savings account, or do I have to pay quarterly taxes?
10/31/24: I want to retire next year at the age of 62 after working at the same company for 35 years. Can I do it?
10/30/24: I joined CBS Mornings to discuss the new IRS 2025 tax brackets. Each year, the agency makes adjustments to the tax code to account for inflation.