Jill on Money

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Jill on Money

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Overwhelmed by Student Loans

With a tremendous amount of student loan debt, what's the priority, saving for retirement or...

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Laid Off, Can I Retire?

I'm 59 and was recently laid off, and now I'm wondering, do I really need to look for another...

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Maximizing Your Tax Refund

As the tax season progresses, the IRS reports having received over 71.5 million tax returns,...

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Roth Conversion Scenario

With a lot of money in pre-tax retirement accounts, am I overthinking the possibility of doing...

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Can I Trust What the Advisor Told Us?

When we look at the numbers the financial advisor gave us, we realize now that we don't really...

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The Bankers’ New Clothes Part Two

This weekend we're joined by Anat Admati, co-author of The Bankers’ New Clothes: What’s Wrong...

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The Bankers’ New Clothes Part One

This weekend we're joined by Anat Admati, co-author of The Bankers’ New Clothes: What’s Wrong...

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Cash Heavy, What to Do?

I think we are very cash heavy but I'm also not worried about where we are for retirement, so I...

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Pay Off Mortgage With Windfall?

With a large windfall coming our way, should we pay off the mortgage or invest in a brokerage...

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Can I Retire Now?!

I’ve been working in corporate America for 23 years and I’m burnt out. Can I retire ASAP? Have a...

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Handling Money After the Loss of a Spouse

My husband recently passed away and left me a large inheritance, however, I feel that my funds...

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How to Invest a Lump Sum

With over $500k sitting in cash, how should we get it invested? Have a money question? Email us...

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Ed Slott Tax Tips Part Four

Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of...

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Ed Slott Tax Tips Part Three

Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of...

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Should I Switch From Roth to Pre-Tax?

We're both currently maxing out our Roth 401(k)s but are considering a move for me only from a...

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Should I Do a Roth Conversion?

If I don't have cash to pay the taxes on a Roth conversion, is it wise to use money in a...

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How to Deal with Uncertainty

My husband keeps saying we're fine and we don't need to worry, but I feel like we don't have...

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Options for Stubborn Parents

My parents have a tax deferred annuity that is coming due in April. They're attracted to the...

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Inheritance and Retirement Planning

I am 39, single, no kids, never married. I am set to inherit a little over $175,000. How should I...

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Ed Slott Tax Tips Part Two

Tax season tips and planning with the one and only Ed Slott, the ultimate tax guru and founder of...

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