1/20/25: We have the opportunity to buy into our family farm. Currently it is owned by my father/uncle/aunt and my uncle wants to sell his share. Should I buy him out?

1/17/25: Given the unprecedented and potentially volatile environment we're entering in 2025, should I leave my money where it is? Should I pull some out of the market to build up my emergency fund just in case?

1/16/25: With over two million in tax-deferred accounts, and now that we're both retired, we feel now is the time for Roth conversions. How much should we do and how fast should we do it?

1/15/25: Am I correct to treat my pension like "cash" and then put 100% of my other assets in riskier holdings?

1/14/25: If I max out traditional contributions to my 401(k), it will lower my AGI and I'll be eligible to make Roth IRA contributions for me and my wife. Does that make sense? Or should I forget about the Roth IRAs and stick to the Roth 401(k)?

1/14/25: What's your financial goal for 2025? Saving more money? Paying off debt? Going all Roth all the time?

1/13/25: My wife and I are retired and we're trying to decide if we should start collecting Social Security and let our investments grow or should we take money from our brokerage account and do Roth conversions?

10/3/24: My wife and I are trying to figure out how to pay for college for our youngest son and we're in need of some suggestions.

10/1/24: Can I retire at 59 and a half and go part-time for a few years and then stop working completely?

10/1/24: I have a large chunk of money in my ESOP and a large chunk of money in a single stock. How should I be evaluating my overall asset allocation?

9/30/24: I have Fidelity 401(a) and 403(b) plans, some smaller retirement savings in a TIAA account, and a small pension from a prior employer. What recommendations do you have to manage, or consolidate, these accounts?

9/29/24: At this point in our lives, I feel like we need a sanity check to make sure our retirement planning is on the right track.

9/28/24: Even though we have a boatload of money saved, we're still suffering from financial anxiety. Any suggestions?

9/27/24: With my husband's pension set to come into play next year, which option should we select?

9/26/24: We recently fired our financial planner and would like some advise and/or suggestions on our portfolio makeup as we begin our retirement journey.

9/26/24: My wife and I are very much aligned on our finances and retirement planning, however my wife has zero interest in getting involved in our finances, investments, etc. For that reason, I would like to have a CFP or advisor in place to help her if I were to pass unexpectedly. Good idea or bad?

9/25/24: My husband and I have what I believe to be a comfortable nest egg to retire early, but I am still feeling a bit scared since he has put in his retirement at 56 from his government job.

9/24/24: With another 12-15 years to go, how should we be investing inside our 457 plans?

9/24/24: As I prepare to leave the military, is there any reason why I should be looking to get additional insurance?

9/23/24: We recently had a windfall and would like to know if we should be investing in a brokerage account or paying off some debt?