11/5/22: I'm trying to decide if it makes sense for us to start converting a traditional IRA into a Roth. What should we be considering?
11/4/22: I joined CBS Mornings to provide an update on the housing market, as mortgage rates hit a 20-year high. We also chatted about the rental market and provided some advice for homeowners staying in their homes.
11/3/22: I'm paying 0.30% to have my money managed, is it worth doing this or should I do it on my own?
11/3/22: Thankfully my husband has a new job, but unfortunately there's no workplace retirement plan for him to use. What's our alternative?
11/2/22: Will we be making a serious financial blunder if we build an investment property on a piece of land we own in another country?
11/1/22: I'm going through an ugly divorce and can't help but feel extremely unsettled when it comes to my financial future.
11/1/22: After working in government for many years, I recently took a new job that doubled my salary. With the extra cash flow, I want to make sure I'm on the right track.
10/31/22: I'm 65 and semi-retired but the down market has me rethinking my retirement game plan going forward.
10/28/22: We got burned back in 2008 and we don't want it to happen again. How should we be planning this time around?
10/27/22: With two recent raises hitting our household, how should be allocating the extra cash flow? Should it all go into retirement accounts?
10/27/22: I have a lot of money sitting in cash, and even though I know I should be doing something with it, I have a hard time with the thought of putting it at risk.
10/26/22: I'm discouraged hearing so many of your callers that have a million or more in retirement savings. How in the world can I catch up at this age?
10/25/22: My wife and I just sold our house and purchased our dream home. What should we do with the $200k that we made from the sale of our house? Right now it's sitting in cash.
10/25/22: Even though I'm only 26, I'm very committed to setting myself up for financial success, and considering I just started a new job, I want to make sure I'm on the right path.
10/24/22: It feels like I should be contributing into the regular 401(k) to minimize my burden, but that Roth 401(k) option is attractive because it would bulk up my non-deferred accounts. I'm not sure what's the best way to go. What do you think?
10/23/22: Open enrollment season is here, and to coincide with the kickoff, Morningstar is out with its annual study on health savings accounts (HSAs) available to individuals. Joining us this weekend to discuss the power of the HSA is Tom Nations, lead author of the study and associate director of manager research at Morningstar.
10/22/22: Open enrollment season is here, and to coincide with the kickoff, Morningstar is out with its annual study on health savings accounts (HSAs) available to individuals. Joining us this weekend to discuss the power of the HSA is Tom Nations, lead author of the study and associate director of manager research at Morningstar.
10/21/22: Due to my lack of Social Security earnings, should I consider switching jobs for the last stretch of my working years?