Episódios
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Our dream is to live in Spain part-time once we retire in about six years. Given our current finances, can we pull it off?
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What if part of our ability to better absorb higher prices is due to the fact that we have essentially acclimatized to them?
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With retirement just days away, I'm apprehensive about losing the paycheck every two weeks and knowing how to pay myself. Can you help?
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This is the time of year that you might be thinking about charitable giving, so here are a few best practices to keep in mind.
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My husband and I find ourselves in situation where we don't know what to do with $200,000 we have sitting in our savings account.
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I recently got married and now I'm wondering what the next best steps financially are for my wife and me.
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Gobble, gobble, happy Thanksgiving from Jill and Mark!
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Is there a tax-efficient way to rebalance when it involves a taxable brokerage account?
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I recently switched employers and now I'm looking for advice on how best to consolidate all of my different retirement accounts.
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With just a few weeks left in 2024, here’s some practical tips to help you save or even earn extra cash by the new year.
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I have been contemplating when we can retire and I would like a second opinion to help put my mind at ease.
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The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both.
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With pensions on the horizon, are we saving too much money for retirement?
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A recent study reveals Gen Z and Millennials are most likely to make impulse buys during the holidays than Gen X and Baby Boomers. I joined CBS Mornings Plus with tips to make smarter spending decisions as gift-giving season nears.
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I want to retire next year at the age of 62 after working at the same company for 35 years. Can I do it?
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A new survey shows the number of Americans with a will has decreased by 6% from last year, even though the majority say having a will is important. I joined CBS Mornings to discuss what to know about estate planning and your will.
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We recently found out that my husband, thanks to his job, will be coming into a large chunk of money. What should we do with it?
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Many people in their 50s are part of the so-called "sandwich generation" of workers who support both young relatives and aging parents. Roughly 5 million U.S. households fall into this category, and as a result, the sandwich generation faces challenges saving for retirement.
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After receiving a large inheritance, what steps should we be taking to best navigate our financial future?
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A pre-retirement adjustment we are considering is discontinuing my wife's 403(b) contributions and redirecting those funds to increase contributions to our taxable brokerage account. Does this make sense?
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