2/15/24: I am a high school teacher in my 29th year and I will turn 52 this year. I read The Great Money Reset and I think I may be ready to try a new career.
2/14/24: The latest CPI report showed that inflation remained stubbornly high, a setback for investors betting that the Federal Reserve could cut its benchmark interest rate as soon as March.
2/13/24: We know we're in good shape for retirement, and we have more money than we'll ever need, but the decumulation phase seems to be a major hurdle.
2/13/24: My wife and I both owned properties prior to getting together and have purchased another summer home that is now being gut-rehabbed. Should we keep all three?
2/12/24: After selling some rental properties a few years back, I feel like I'm sitting on too much cash. How should I get it invested?
2/11/24: Now that I'm in my 50s, I'm wondering if my retirement strategy is okay.
2/10/24: With a large inheritance coming our way, is it okay if we spend some of it?
2/9/24: If I am a high earner and diligent saver, would it make more sense to contribute to an after tax brokerage account or max out a pre-tax 403(b)?
2/8/24: Every situation in the world of personal finance is unique and different and that's why I'm no fan of the widely used retirement rules of thumb.
2/8/24: We are going to sell our home soon and will be left with a large chunk of money after paying off the mortgage. How can we best use the proceeds to fund our early retirement?
2/7/24: Have we made the right financial decisions for mom after taking over her finances?
2/6/24: My previous company merged with a larger organization and it's unknown if I will have a role with the new company or if I will be offered a severance package. Do I have enough to retire if that's what it comes to?
2/6/24: At 32 years old, it feels like I am very short on having enough saved to be able to retire. Not just to retire comfortably but to retire at all.
2/5/24: I chatted with you guys two years ago about early retirement at 55. Am I still on track as I inch closer and closer?
2/4/24: I joined Ask The Compound with Ben Carlson and Duncan Hill to discuss Roth strategies, optimizing your portfolio rebalances, how much you should spend on a forever home, and much more!
2/3/24: I joined Ask The Compound with Ben Carlson and Duncan Hill to discuss Roth strategies, optimizing your portfolio rebalances, how much you should spend on a forever home, and much more!
2/2/24: Tax season is officially underway. The IRS says they’re anticipating more than 146 million individual tax returns to be filed by the April 15 deadline. I joined CBS Mornings to share some useful tax tips for filers.
2/1/24: The latest Fed decision has been made and I joined CBS Mornings and CBSN to break down what to expect and how your finances may be impacted.
2/1/24: I recently got a payout from a company I was a part of and now find myself wondering what to do with the money.
1/31/24: I’m 45 years old and live in a high-tax state. I’m currently at the 32% tax bracket. Does it make sense for me to contribute to my Roth 401(k) instead of my traditional 401(k)?