7/27/23: We are a professional couple in our late 50's trying to balance our dream of having a mountain home with sequential retirements over the next one to five years. Can we make it work?
7/27/23: I'm in my 40s and wondering if I should cash out my retirement savings for a real estate transaction?
7/26/23: When I plug my numbers into the retirement calculator, it says I'm on track to call it quits in five years at 62. Is the calculator accurate?
7/25/23: I'm considering a potential life change of downsizing to reduce my expenses, which will decrease my pressure of monthly income and allow some flexibility as I contemplate a possible job change or moving to part-time work. Should I do it?
7/25/23: My rent is pretty cheap, and I'm a happy renter, but I feel like I should be saving towards a home. Prices where I live are insane, so should I even bother?
7/24/23: We are struggling with understanding how we can have my wife continue to work as a nurse with longer hours when our children are home during the summer months. What's the best financial decision?
7/23/23: With a couple of different options available to me, how much company stock should I be keeping within my portfolio?
7/22/23: What should we be considering as we begin to convert our traditional IRA into a Roth before required minimum distributions begin?
7/21/23: With a potential home purchase in my crosshairs, do I need to sell my condo to make it happen?
7/20/23: I have $1.1 million in a 403(b), $50k in mutual funds and $30k in a traditional IRA and was recently quoted a .8 percent management fee. Is this reasonable?
7/20/23: I'm in my mid 30s and wanted to know what I should do with a surplus of cash considering that I have some life changes on the horizon.
7/19/23: Considering that we both have sizable pensions, I think we're in good shape, but would love another opinion to see if there's anything I'm missing.
7/18/23: I'm 63 years old and hoping to retire in two years, am I on track to make this happen?
7/18/23: Considering that my wife and I will both have pensions, should we even be contributing to our workplace retirement plans?
7/17/23: What should we do with more than $100,000 sitting in cash from a settlement? Fund our Roth IRAs? Stick it all in our brokerage account?
7/16/23: This weekend we're bringing you a snippet of an interview we did with Mike Quincy, automotive writer at Consumer Reports. It was a wide-ranging chat that covered the overall state of the auto industry for consumers and whether or not we should all be considering an electric vehicle. Want more of Jill and Mike? Subscribe to Jill on Money LIVE to watch the full chat.
7/15/23: This weekend we're bringing you a snippet of an interview we did with Mike Quincy, automotive writer at Consumer Reports. It was a wide-ranging chat that covered the overall state of the auto industry for consumers and whether or not we should all be considering an electric vehicle. Want more of Jill and Mike? Subscribe to Jill on Money LIVE to watch the full chat.
7/14/23: Now that we're both retired at 61, does it make sense for us to consider a Life Insurance Retirement Plan (LIRP) as opposed to a Roth conversion to save on future taxes?
7/13/23: With a ton of cash sitting in the bank, is there a better alternative than the high yield account that's currently earning four percent?
7/13/23: Can we start living a little bit more and perhaps spend some money on fun stuff?