5/18/24: After taking a retirement buyout a few months back, I want to make sure my calculations are correct.

5/17/24: Having a proper estate plan in place will give you the peace of mind that comes with "getting your affairs in order" before there is a crisis.

5/16/24: New inflation data is out, and the numbers could influence what happens to interest rates. I joined CBS Mornings to discuss.

5/16/24: Right now we're saving about $2,500 each month, but I want to cut back on that so we can build a pool, can we do it?

5/15/24: In 2023 we were in the 34% tax bracket but we should be in the 24% tax bracket for 2024 and we would like to make the most of this lower tax bracket window.

5/14/24: I’ll be getting married to a non-US citizen and I'm wondering how in the world do we even begin tackling an equitable prenuptial agreement?

5/14/24: I'm in a unique position where I know my costs in retirement will be significantly higher. How do I adequately plan for this type of retirement challenge?

5/13/24: I’m 45 and my wife is 49, and with $800k in my 401(k), I'm looking to see if we're on the right track and what we should do next.

5/12/24: There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.  

5/11/24: There are three basic steps to getting started with the estate planning process. First, you’ll need to get organized by documenting all your assets. From there, you’ll need to think about who you would like to receive your assets when you pass. Finally, you’ll select the individuals that you would like to help oversee the entire process. Joining us this weekend to discuss it all is Pamela Pirone-Benson, Vice President of Advanced Planning at Fidelity.  

5/10/24: I currently have a financial planner who charges me an annual percentage of the portfolio. This amount is always on my mind. Are there people who are fee-based or should I accept the fact that if I have a financial planner then I must pay the fee?

5/9/24: This year, a record number of Americans are expected to retire, but a new study reveals that a majority of Americans turning 65 in the coming years are not financially prepared for retirement. I joined CBS Mornings to discuss.

5/9/24: I was recently going through our finances and realized that we may be too cash heavy. Should we reallocate?

5/8/24: We're both already retired but looking for some advice as we prepare to navigate the next few years.

5/7/24: Is it okay for us to press pause on retirement for a year, or maybe two, so that we can start saving for a house down payment?

5/7/24: Now that I'm in my 50s, I'm starting to wonder how much longer my wife and I have to work?

5/6/24: I'm miserable at my job. Can I retire now or should I keep plugging away for a bigger pension?

5/5/24: This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy. Want more of Jill and Teresa? Subscribe to Jill on Money LIVE to watch the full chat.

5/4/24: This weekend we're sharing a snippet of our recent chat with professor, labor economist and author Teresa Ghilarducci, who joined us to chat about her latest book, Work, Retire, Repeat: The Uncertainty of Retirement in the New Economy. Want more of Jill and Teresa? Subscribe to Jill on Money LIVE to watch the full chat.

5/3/24: Our emergency fund is in a bank savings account with an interest rate of 0.02%. Is there a better place to park the cash?