Jill on Money

Managing Finances for Ex In-Laws

I've been tasked with handling the finances for my ex in-laws. Am I taking the right steps? Have...

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Will I Have Enough for Retirement?

Despite having a few pots of money in place for retirement, I'm concerned that I won't have...

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Are We Okay With One Income Stream?

With my wife getting ready to stop working, will we be okay with just one stream of income? Have...

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Am I Saving Too Much?

Am I too obsessed when it comes to saving money for retirement? Have a money question? Email us...

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Did I Make an Annuity Mistake?

Did I make a mistake by purchasing a fixed index annuity for nearly $500k? Have a money...

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Shocking Inheritance

We just inherited a house and over $650,000 in various accounts. What do we do? Have a money...

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Cleaning Up My Act

What do I do with an old IRA that has a mix of pre-tax and post-tax contributions? Have a money...

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Next Steps After a Loss

I recently inherited money and retirement funds from my husband passing away. What are the next...

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Is My Retirement Plan Solid?

I'm a bit of a worrier so I just want to make sure that we're on track for retirement. Have a...

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Am I on Track at 50?

After helping my son for a while, I'm now focused on my retirement. Am I on track at 50? Have a...

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Is the Calculator Correct?

If we contribute only $1,200 a year, will we be able to retire at age 62? Have a money question?...

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Living Paycheck to Paycheck

I'm earning the most that I ever have, yet I feel like I'm still living paycheck to paycheck....

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Hot Inflation Report

The latest CPI report showed that inflation remained stubbornly high, a setback for investors...

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Afraid to Spend Assets

We know we're in good shape for retirement, and we have more money than we'll ever need, but the...

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Am I Cash Heavy?

After selling some rental properties a few years back, I feel like I'm sitting on too much cash....

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Is My Retirement Strategy Okay?

Now that I'm in my 50s, I'm wondering if my retirement strategy is okay. Have a money question?...

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Can We Spend the Inheritance?

With a large inheritance coming our way, is it okay if we spend some of it? Have a money...

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Brokerage or Pre-Tax Retirement?

If I am a high earner and diligent saver, would it make more sense to contribute to an after tax...

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Did We Do the Right Thing for Mom?

Have we made the right financial decisions for mom after taking over her finances? Have a money...

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Retirement Rules of Thumb

Every situation in the world of personal finance is unique and different and that's why I'm no...

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