What happens when two bank accounts get married

Apr 10, 2015
A couple discusses their financial approach to tying the knot.

Your guide to hiring a financial planner

May 24, 2013
In a tight financial spot? Or maybe you'd like ideas on smarter ways to spend your hard-earned money? Then perhaps it's time for you to seek professional help and hire a financial planner. But before you do, take a look…

Thoughts on becoming a CFP

Mar 16, 2012
I am a mother of five, wife to one and hold a job as a sales and marketing executive. At this time, I see it necessary to switch to a position that allows me to work more from home, without…

Time to take stock

Feb 17, 2012
My wife and I are approaching our mid 30s. Up to this point, our lives have been a blur of trying to build a future with two incredible children. Now that we have a house, two rental properties and situated…

Spending in retirement

Jan 18, 2012
I am 63 years old and hope to retire in 2 years. My wife and I have a 403(b) and a 457. Also we each have a Roth IRA and we both are covered by modest pension plans. By a…

DIY or planner

Oct 19, 2011
Question: I'd like to think I'm relatively savvy with financial planning (in no small part thanks to your show) and have a growing portfolio that...