2/7/23: Even though we more or less know we are on track for retirement and financial independence, we're still wondering what else we should be thinking about that we are not currently doing.

2/6/23: Knowing that I have a big severance payment coming, is there anything I can do now to try and minimize the taxes paid on this additional income?

2/5/23: I know I'm supposed to rebalance, but I'm not exactly sure what it means or how to do it.

2/4/23: With the premiums going up and up and up, should we keep or ditch the long-term care policy that my mother has?

2/3/23: We've been very good savers over the years, but given the age difference between me and my husband, how should we approach our withdrawal strategy in retirement?

2/2/23: I'm working with an advisor and she's pushing us to get whole life insurance policies. I was initially thinking we needed term policies so now I'm wondering if this is the right move?

2/2/23: I joined CBS Mornings Saturday to discuss the key issue of finding a work-life balance, the central theme of my new book, "The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life."

2/1/23: When it comes to my retirement plan, should I consider the dividends and capital gains from my investments as a personal income stream/annuity?

1/31/23: After getting a huge raise at work, how should I be managing the extra cash flow?

1/31/23: When meeting with my advisor through my company’s retirement plan, I learned that I have a separate after-tax option. Should I be using it?

1/30/23: With two kids nearing college, and a third a few years behind, I have some questions regarding life insurance and where to put any college savings going forward.

1/29/23: At the ripe old age of 49, I'm wondering if I can retire from my current job in about four years?

1/28/23: I have an annuity coming due with a few different options, which should I choose?

1/27/23: I joined CBS Mornings to discuss what people need to know for the 2023 tax season. More than 168 million individual tax returns are expected to be filed, with the vast majority coming before the April 18 tax deadline. We also discuss the best way to file, rules for deducting home office expenses, and child tax credit changes.

1/26/23: I joined CBS Mornings to discuss my new book, "The Great Money Reset: Change Your Work, Change Your Wealth, Change Your Life." We discussed advice for helping everyone understand their own financial situation better, and what they might need to make a change and live their best life.

1/26/23: We're in our early 20s and want to buy a house in a few years, so how do we juggle between saving for a down payment and saving for retirement?

1/25/23: Our planner has presented us with an annuity option that he seems very keen on, but we're not sure if it's necessary.

1/24/23: With my 87-year-old mother in an assisted living facility, should I sell her stocks and keep everything in CDs and a money market fund?

1/24/23: As a college student in my early 20s, and getting ready to start grad school, how should I be investing some money that I have accumulated?

1/23/23: My uncle recently passed away and I am trying to help my aunt out with her financial situation, but I feel like I need some advice on a plan going forward.