Bridging the gap between having wealth and feeling free, where to invest an inheritance, and questions about Social Security and Roth conversions.

2024 financial resolutions, worries about a Roth conversion, and when cashing out an annuity makes sense.

After-tax 401(k) contributions, year-end tax tips, guidance on annuities, and more.

The red-hot stock market, why cash isn’t the long-term answer, and your retirement planning questions answered.

The strange things people do with inherited money, questions about a pension and long-term care, and the danger of investment products.

Two times when it might make sense to tweak your portfolio, plus questions about a reverse mortgage, Social Security, and Roth conversions.

How investors should react to the current state of the economy, a question about a reverse mortgage, and when renting out a home beats selling it.

The four components of a happy retirement, when renting out a home beats selling it, and the nuances and importance of Roth conversions.

The qualities of a financial advisor who cares about you, the pros and cons of a HELOC, a property tax query, and more.

Why crypto was a recipe for disaster, where to invest cash when you have too much, the power of financial planning when the unexpected happens, and …