5/26/23: What is the best way to avoid a major tax hit with an IRA that I recently inherited? Can I transfer the money into my brokerage account or a 529 plan with no tax consequence?

5/25/23: I've noticed when discussing Social Security, you tend to use the full retirement age for planning instead of waiting until age 70. Why do you "default" to full retirement age instead of age 70?

5/25/23: I'm in my late 30s and have been a saver since I opened my first bank account in elementary school. However, due to a series of unfortunate events, I found myself barely getting by. Because of this are we now behind the eight ball? 

5/24/23: My husband and I are both 51 and we plan on retiring in 2027 after 32 years of public school teaching. What should we be doing between now and then?

5/23/23: With a ton of money saved in retirement and non-retirement accounts, what should I be doing to lessen the tax burden?

5/23/22: I’m planning on having the option to retire in ten years. Whether I call it quits or not will depend on how I feel at the time, but I like the idea of having the option. What should I be doing with extra cash flow between now and then? 

5/22/23: My husband (51) is planning on retiring at the end of the year and I (47) will continue to work. Can we make this happen?

5/21/23: I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout, to discuss a number of topics, such as the Federal Reserve raising interest rates, the debt ceiling, and many people hitting the reset button.

5/20/23: I once again had the pleasure of joining CBS News Correspondent Major Garrett on his podcast, The Takeout, to discuss a number of topics, such as the Federal Reserve raising interest rates, the debt ceiling, and many people hitting the reset button.

5/19/23: I started Roth conversions last year, and I plan on doing more this year, but I'm confused as to when estimated taxes are due for these conversions.

5/18/23: Now that my partner and I are married, do you have any advice regarding the best way to handle our finances as we move into this next phase?

5/18/23: I'm thinking of transitioning to a new job with more manageable hours, but such a move will likely come with a pay cut. Can we afford to do it?

5/17/23: We lost everything to a California wildfire four years ago. It took more time than we imagined to get back on our feet and we eventually decided to move to Nevada. We just recently started to recoup our financial losses, so we're now sitting on a lot of cash. How should we proceed?

5/16/23: Should I divide up my retirement contributions differently in order to have more money available right now?

5/16/23: I think we’re doing pretty okay financially, but I would love some perspective on whether we are really on track, or if I am deluding myself.

5/15/23: I'm really confident that we have saved enough for us to retire, but lately I find myself worrying about leaving enough for our special needs twins.

5/14/23: My husband recently passed away and he handled most of the finances. How do I regroup and move forward?

5/13/23: With some extra income on hand, do I have to put it into retirement, or can I back off and enjoy life a little bit?

5/12/23: We are being bombarded by companies telling us we need to move our money into safer places. Should we start considering other options such as annuities?

5/11/23: As inflation cools, Americans are racking up credit card debt at unprecedented rates, approaching $1 trillion, surpassing the pre-pandemic high. I joined CBS Mornings to explain what's driving the increase, and what you should do if you're struggling with credit card debt.