3/1/24: When I first started working and could contribute to a 401(k) via my employer, I was all in on pre-tax. Years later I learned that it was better to shift to Roth. Should I now make all my contributions Roth?

2/29/24: I joined CBS Mornings with advice for couples striving for financial harmony, such as discovering the key conversations for alignment on money matters, the pros and cons of joint versus separate accounts, and how to turn those discussions into a solid financial plan.

2/29/24: Between my mother and myself we must have dozens of funds within our various accounts. How can we streamline things?

2/28/24: As I enter my 50s, I can't help but feel like I'm in a financial rut.

2/27/24: After being out of the workforce for a while, how can we get our finances back on track?

2/27/24: As we look to do a retirement reset, we're having a hard time making a major real estate decision.

2/26/24: I've been tasked with handling the finances for my ex in-laws. Am I taking the right steps?

2/25/24: Despite having a few pots of money in place for retirement, I'm concerned that I won't have enough.

2/24/24: With my wife getting ready to stop working, will we be okay with just one stream of income?

2/23/24: Am I too obsessed when it comes to saving money for retirement?

2/22/24: Did I make a mistake by purchasing a fixed index annuity for nearly $500k?

2/22/24: We’d like to have enough money for me to take three months off when our baby is born on top of the three months maternity leave I will be entitled to. Is this doable?

2/21/24: We just inherited a house and over $650,000 in various accounts. What do we do?

2/20/24: What do I do with an old IRA that has a mix of pre-tax and post-tax contributions?

2/20/24: I recently started a new job and have the option of taking some insurance coverage with me from the old employer. Should I take it?

2/19/24: I recently inherited money and retirement funds from my husband passing away. What are the next steps?

2/18/24: I'm a bit of a worrier so I just want to make sure that we're on track for retirement.

2/17/24: After helping my son for a while, I'm now focused on my retirement. Am I on track at 50?

2/16/24: If we contribute only $1,200 a year, will we be able to retire at age 62?

2/15/24: I'm earning the most that I ever have, yet I feel like I'm still living paycheck to paycheck. What gives?