7/19/24: Today’s limits on lifetime estate and gifts tax exemption don’t expire until 2026, but there might be reasons to revisit your plan sooner than that.

7/18/24: My husband passed away and I got a life insurance payout of $200,000. Should I use some of it to pay off the mortgage?

7/18/24: I feel like my wife and I are in a good place financially as we approach 50, but we keep coming back to the question of if we should be doing Roth or pre-tax 401(k) contributions?

7/17/24: A report from the Consumer Price Index showed inflation cooled last month, faster than expected. The Federal Reserve has been waiting for inflation to slow before cutting its key interest rate. I joined CBS Mornings to discuss.

7/16/24: I know you don't usually recommend paying off a mortgage, but with a loan at 6.99%, should I aggressively pay it down?

7/16/24: I would love to retire at 65 but am very concerned we will not have enough to make it for 30 years.

7/15/24: Am I being crazy to think of leaving a very well-paying career? Is there something I'm missing?

7/14/24: Now that I'm getting divorced, I'm a bit concerned if my financial future is still secure.

7/13/24: Now that I'm making a lot more money, what are the next financial steps I should be taking?

7/12/24: A financial plan isn’t just about your investments. It’s about creating a plan to pursue your goals while keeping your values, risk tolerance, and liquidity needs in mind.

7/11/24: I am on the fence about whether I should invest in index funds or in a higher interest CD.

7/11/24: With one of us easing into retirement, what adjustments, if any, should we be making?

7/10/24: I have a lot going on so I have several questions, but mainly, I'd love a couple more opinions on the steps I'm taking and whether I'm on track to meet my financial goals.

7/9/24: I joined CBS Mornings for a midyear money checkup to discuss how to save money between now and Labor Day.

7/9/24: I took the plunge and now I'm self-managing my assets, but I'm still a bit unsure as to what the next steps should be.

7/8/24: I retired at 55 and now I am wondering if I should go back to work for a year or two?

7/7/24: This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape.

7/6/24: This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape.

7/5/24: A tax-smart portfolio begins with the right asset mix for your time horizon and your risk tolerance, with techniques designed to help enhance your after-tax returns.

7/4/24: This Independence Day holiday weekend we're joined by the blogfather himself, Barry Ritholtz! Find out how Barry got started in finance and what he finds most fascinating about the wealth management landscape.