11/21/22: Considering my age, do I have enough cash saved, or should I put less in retirement accounts and allocate more to cash?
11/20/22: Are we in a position to exit the rat race and move into something else that's much less stressful?
11/19/22: What are some of the things I should be mindful of as I prepare to make a career change?
11/18/22: My husband has 22 years in federal employment and is trying to decide if it's worth sticking it out for another eight years to max out the retirement benefit.
11/17/22: At 51 years old, and knowing that I plan on working for at least another 15 years or so, am I on track given my current numbers?
11/17/22: Because we were focused on paying off debt for many years, I now feel like we're behind on our retirement savings. Are we okay?
11/16/22: I currently live rent free with my parents, but am looking to move out with some friends. Should I do it?
11/15/22: With a few big financial obligations on our plate over the coming years, how should we be prioritizing them?
11/15/22: My husband and I are both W-2 employees, yet I'm being pitched a disability insurance policy. Do I need it?
11/14/22: What is the best way to use our money? Should we access 401(k)s first, brokerage accounts or Social Security?
11/13/22: In our own lives, we persist in relationships or careers that no longer serve us. Why? According to our guest this weekend, Annie Duke, in the face of tough decisions, we’re terrible quitters. And that is significantly holding us back, and that's also the subject of the latest book by Duke, Quit: The Power of Knowing When to Walk Away.
11/12/22: In our own lives, we persist in relationships or careers that no longer serve us. Why? According to our guest this weekend, Annie Duke, in the face of tough decisions, we’re terrible quitters. And that is significantly holding us back, and that's also the subject of the latest book by Duke, Quit: The Power of Knowing When to Walk Away.
11/11/22: We have a HELOC for $38,000 and the interest rate just went up to 5.5%. Should we pay it off?
11/10/22: With a good chunk of money already in tax-deferred accounts, does it make sense for me to instead focus on beefing up my taxable account?
11/10/22: I've been following pretty much the same financial plan since I started working eight years ago, and I'm not sure whether the decisions that I've put on autopilot are still in my best interest.
11/9/22: After working in real estate for many years, can I finally pull back and start slowing down at 63?
11/8/22: Given that we know our income is going to take a big jump next year, is this the time for us to do a Roth conversion?
11/8/22: My husband and I are both 41, but we were never interested in our finances or investing until recently. Are we on track?
11/7/22: When it comes to the retirement calculators, am I delusional to think we can "live off" my 401(k) dividends without touching the principal of my investments?
11/6/22: What's the best course of action with an old 401(k) that's floating around? Leave it where it is or roll it into something else?