1/30/24: I am ready to leave work and start my new endeavor in March. Am I okay to pull the plug?

1/30/24: I’m wondering if I should move money from my brokerage account to superfund our children’s 529 plans?

1/29/24: I’d like to hang in at work for three more years. I might try to do some type of work after that, but it won’t amount to much income. Can I make this work?

1/28/24: I'm convinced we're more than okay for retirement but my wife is a little unsure. Who's right?

1/27/24: I'm recently retired and find myself moving some funds around. Am I moving them in the right places?

1/26/24: I am a 57 year old firefighter with a set retirement date for winter of 2027. Will I need to find another job at that time?

1/25/24: I will be moving to a different state this year and my move will be for at least five years. I don't know if I should sell my current home and buy a new one, or rent my home and rent in the new location.

1/25/24: As I map out my long-term retirement game plan, I'm facing some questions regarding possible Roth conversions.

1/24/24: Paying for college can be a daunting prospect for many. Families can use the Free Application for Federal Student Aid, or FAFSA, to qualify for loans, grants, scholarships and work-study programs. The application has been revamped this year and is meant to be easier to use. I joined CBS Mornings to discuss.

1/23/24: I have a pension through my employer and I have a Roth IRA and a separate 403(b). I have an emergency fund for eight months. Should I buy whole life insurance? Cancer or accidental death coverage? Should I buy all of it?

1/23/24: My husband will soon be 55 and wants to retire from corporate America and get another lower stress/fun job. Can he do it?

1/22/24: My wife and I (in our 40s) are contemplating paying off our mortgage. We have zero debt except our home.

1/21/24: With all my retirement income coming from interest and dividends, I'm uncertain as to how to manage my tax liability.

1/20/24: With my grandma on the verge of running out of money, I'm worried about what the long-term plan is.

1/19/24: Am I doing okay in terms of my investments given that I have a big chunk of cash in CDs? Is there anything else that I can invest the money in or do I need to do things differently?

1/18/24: I have a rental property but it's really starting to cause me a great deal of aggravation. Should I ditch it?

1/18/24: I'm a 37 year old separated dad of two currently going through a divorce and would like to get a check up to see if I'm still on track for retirement after this reset.

1/17/24: With several years to go before required minimum distributions kick in, I'm trying to decide on the best path forward regarding potential Roth conversions.

1/16/24: We just completed our dream renovation on our primary (forever) house and now have an outstanding HELOC currently at 8%. Should we dip into our retirement accounts and at least pay down some of the HELOC?

1/16/24: Ever since I left my financial advisor in early 2023, I’ve become a bit obsessive with optimizing our financial situation. It’s obvious we’re in good shape for our age but how can I find a happy medium in managing our finances and not let it take over my life?