5/11/23: When it comes to paying for some home improvements, I'm trying to decide whether to use a HELOC or sell the investments in my brokerage account. What do you think?
5/10/23: I'm retired and have been tapping my retirement accounts, but now I'm starting to wonder if I need to find another job?
5/9/23: Would it be wise to pay off my mortgage with my 401(k)? Or should I stay the course and continue to use my mortgage interest as a tax deduction?
5/9/23: With a lot of retirement money already saved in pre-tax accounts, at what point should we consider using the Roth options available to us?
5/8/23: As I prepare to retire at the end of 2023, how should I be approaching the decumulation phase in the years ahead?
5/7/23: With a lot of change happening in our lives, we want to make sure that we're still on track to accomplish our financial goals.
5/6/23: At the ripe old age of 27 I'm already dreaming about financial independence at 50. What should I be doing to make this dream a reality?
5/5/23: I have been hearing that people my age should pull out of the market because they believe the bottom is going to fall out and stocks will drop deeply. Should I bail?
5/4/23: Can I retire at 58 with an expensive hobby? I don't want to be 70 and miss out on the amazing physical and mental experience that comes with my hobby.
5/4/23: I'm 100% debt-free and have been working my butt off since I was 19 with a plan to retire in the next 10 years at age 44. Am I crazy?
5/3/23: After not maxing out our retirement accounts for a few years, I want to make sure that we're now on the right path for reaching our financial goals.
5/2/23: I joined CBS Mornings to discusses the decline and fate of First Republic Bank and the Federal Reserve's report of what went wrong with Silicon Valley Bank.
5/2/23: Is it worth electing a high-deductible health plan to take advantage of HSA investing, or will the upfront medical expenses with a higher deductible negate any future returns?
5/1/23: I'm 53 years old and trying to determine if a reset is possible within the next 2 to 3 years. Do I have enough saved to do it?
4/30/23: A financial planner I was connected with is suggesting some insurance products and I need a second opinion before pulling the trigger.
4/29/23: Given some restrictions within my workplace retirement plan, I'm wondering if it's the best place to be investing my money?
4/28/23: Does it make sense to sell some of my brokerage bond mutual funds that are down around 5% for the past year and put the proceeds into 1 year 5% CDs?
4/27/23: I'm 22 and working two jobs while going to college. As a young adult, what can I do now to financially prepare myself for the future?
4/27/23: With increasing pressures on our finances, including inflation, I'm starting to feel a bit anxious about our retirement plans. Are we on track?
4/26/23: After weighing the pros and cons for the last few months, I am going crazy trying to figure out if I should accept a new job offer.