4/10/25: Knowing that money will never be an issue for us, should we pay off the mortgage or invest in the market?
4/9/25: I am a federal employee facing uncertainty about whether my job may be eliminated in the next few months, and my husband is a researcher at a university with a position funded by NIH grants. How should we prepare just in case?
4/8/25: We are not brilliant money people, but we are starting to think it might be a good idea to get on top of the situation. Can we self-manage?
4/7/25: Investors are licking their wounds after a two-day brutal sell-off, triggered by President Trump’s tariffs. We’re here to hold your hands as we start a new week.
3/29/25: We're in our mid 40s and want to make sure we are doing everything we can to prepare for retirement while living our life to the fullest.
4/5/24: Whew, what a week! Here's our latest reminder, especially for all you newbie investors, to keep calm and carry on!
4/4/25: We're spending a lot but we are also saving a lot now that our income is much higher. Can we still reach our goal of financial independence?
4/3/25: A reduction in force is coming to my agency, but I am eligible for an early retirement offer. Should I take it?
4/2/25: I'm helping my mom (about to turn 80) manage her finances and I want to make sure I am helping her maximize her limited resources.
4/1/25: My father passed away last year and I inherited several accounts from him and now I need to figure out what to do with them.
3/31/25: My insurance agent recently suggested a variable annuity with a death benefit. Yay or nay?
3/30/25: For the last 10 years I've been making Roth contributions to my 401(k) through my employer. With recent discussions of omitting income tax in favor of a consumption/sales tax, is the Roth still the best strategy?
3/29/25: While spring cleaning is usually associated with tasks around the house, it's also a good time to clean up your finances. Mark and I discuss.
3/28/25: I'm a federal employee who took the fork-in-the-road offer. I think we have enough retirement funds to make it but need some reassurance.
3/27/25: It feels good to have avoided the recent market correction, but this only has value if I correctly time my re-entry. When do I pull the trigger and jump back in?
3/26/25: Can you help me determine the best option to purchase a piece of real estate without experiencing the biggest tax hits and also without having a mortgage on the property?
3/25/25: Do you think it's possible that the new administration wants to take us into a recession on purpose?
3/24/25: With 12-15 years left until retirement, I want to be strategic about where to put our monthly surplus which is usually around $3,000.
3/23/25: I'm 44 years old with young children and want to know where and how we should be focusing and strategizing for retirement.
3/22/25: Whether you're job hunting or aiming for a raise, here's some advice on where to start, how to negotiate, and the best strategies to set yourself up for success.