11/13/23: I have a progressively disabling terminal illness and may need home care in as soon as 18 months. How should we handle the proceeds from an upcoming home sale?

11/27/23: With a mix of W-2 and 1099 income, do we have the right retirement plan in place?

11/12/23: This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's part two.

11/11/23: This weekend it's like a personal finance smorgasbord as we chat with Joel Dickson, Global Head of Enterprise Advice Methodology at Vanguard. Here's part one.

11/10/23: The bond portion of my portfolio is getting crushed. When will it improve?

11/9/23: With the interest rate on our HELOC rising rapidly, should we use some of our accessible funds to pay it off?

11/9/23: With over 20 funds in one account, how do I go about consolidating them into just a few?

11/8/23: Should I keep $723,000 in the stock market or should I be doing something different with it?

11/7/23: We're considering an addition/remodel to our house because home prices in our area have skyrocketed such that it doesn't make sense to move, but we need more space. How should we fund it?

11/7/23: My husband and I recently got married and we want to make sure we're on the right path as we start our financial journey together.

11/6/23: I currently max out my workplace retirement plan, but should I start only contributing to the match in my 401(k), doing Roth, and put the rest of what I would have contributed into a brokerage account? 

11/5/23: After hearing about all the rules of thumb, I'm trying to figure out how much life insurance we need.

11/4/23: After saving and saving for years, I'm now starting to wonder if my portfolio is allocated properly.

11/3/23: I joined CBS Mornings to talk about the importance of a Missouri realty case that awarded a group of home sellers about $1.8 billion in damages, and how it might lead to changes in the housing market. We also touched on mortgage rates and whether or not we might be headed into a housing recession.

11/2/23: We have been careful savers and were told by different advisors that we could retire in July 2022, so we did. Did we make a mistake?

11/2/23: We have recently received an inheritance and are considering using it to pay for college expenses instead of our original plan of putting it towards retirement. What do you think?

11/1/23: We have told our son that we can cover $25k per year for business school. He has heard us, but continues to apply and focus on only the very expensive schools. What should we do?

10/31/23: I am turning 60 and looking to retire, however, my pension will only equal 30% of my current income. Is it doable?

10/31/23: My husband and I are trying to decide if we should be making our retirement contributions on a pre-tax basis or should we be using the Roth option?

10/30/23: Our annuities are past the surrender penalty period and I think I should transfer the money out. Do you agree?