Curated articles and podcasts from trusted financial experts and real retirees.
Showing 50 results of 15256
Is it ruff or purr-fect to be a retired pet owner? This might be no surprise to dogs (not like cats care), but dog owners have a "paws-itively" better outlook.
From heirloom china to your old golf clubs, here is what your grown kids secretly wish you'd unload — just not on them.
"Wait until 70" is good advice on maximizing Social Security for a single person, but married couples need a different number. Do you know how to do the math?
Why wait until December to review your financial plans? You'll have a clear enough picture of income, spending and investments to make meaningful decisions now.
How does your IRA compare? Discover the average and median Traditional and Roth IRA balances by age in 2026, 2026 contribution limits, and key catch-up strategies.
Nvidia’s chief, Jensen Huang, shrugged at a proposed California billion tax. Massachusetts and Sweden show the exodus threat is hollow.
I'm not a camping guy, and I'm not really a hiking guy. Why, then, did I go on a two-week backpacking trip? And what lessons did I learn? The post What I Learned About Myself, Finance, and Adventuring...
This is how you can sidestep the "Social Security tax torpedo," a common issue where tax-deferred retirement accounts unexpectedly increase your tax burden.
Set it up correctly from the start, and you can share a dream getaway with friends all the way into retirement — without risking your nest egg.
If you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits.
Rather than claiming Social Security based on when you need the money, view your timing as a tax-planning tool that can help you lower your lifetime tax bill.
Unless you recognize where your motivation for building wealth comes from, it's unlikely to lead to lasting happiness. Here's what to do about that.
Medicare’s 2027 enrollment period brings major changes as Part D subsidies end and Advantage payments shift. Learn how premiums, coverage and costs may change.
Estate planning for children's accounts like 529 plans and UTMA accounts often overlooks naming a successor. Not naming a successor for these accounts can lead to delays.
California’s Prop 40 tests billionaire claims about wealth, taxes and migration as the state weighs a one-time levy to help close a major Medi-Cal funding gap.
Originally published on A Wealth Of Common Sense There’s a neat website called Ordinary Abundance that looks at many of life’s luxuries ... Read more
Tuesday, August 11 - Monday, August 17, 2026 Most Commented score comments title & link 31 257 comments Do you pay off the mort or invest Top Comments score comment 31 /u/atropear said Russian proverb...
More than half of eligible children (and many widows and widowers) are missing out on Social Security survivor benefits. Here's what to know. The post Why Many Young Widows and Widowers Leave Social S...
When it comes to building wealth, Gen Z is more focused on investment apps and their retirement accounts than they are in building equity in a home.
Episode 532 00:00 Introduction 00:20 Correlation is Causation Illusion 03:15 Correlation is not Causation Story 09:15 Market Assessment Watch the VIDEO Sign up for free ALERTs & Market Commentary at: ...
I’m of the mind that downsizing is more about liberation from stuff than it is about square footage in the home. My wife and I found that it was much harder to do this item by item and much easier to ...
Skip long phone holds and field office lines. Discover how an active online Social Security account gives you control over your records.
Six ways "free" retirement accounts can cost you without showing it — and how to keep more of your money.
Instead of saving home equity as a "last resort" in retirement planning, it makes sense to treat it as a strategic asset that's incorporated from the start.
A survey found Medicare Advantage customer satisfaction dropped for the second year in a row. Financial advisors can guide clients as they weigh coverage choices.
A new guide from the CFP Board is meant to help advisors through offering 401(k) rollover recommendations, which can be a tricky area for compliance.
The Internal Revenue Service and the Treasury Department offered guidance on rollovers between retirement plans and individual retirement accounts.
After publishing The Untold Burden Of Being Your Family's Financial Provider, I got this comment from a reader named Brian: “I can identify with this post as I am the family CFO / CIO. I think you are...
See how your Social Security check compares to retirees your age, using the SSA’s newest 2026 data, and what the average leaves out. The post Average Social Security Check by Age: 2026 SSA Data appear...
Specific, research-backed ways to help you deal with financial stress and money worries. Start building real confidence today. The post How to Deal With Financial Stress: 10 Ways to Worry Less About M...
Recently, a bunch of WCIers got very interested in cash balance plans. Let's talk about them today, particularly the downsides of a CBP. The post Why You Might Not Want to Make Huge Cash Balance Plan ...
Building a fortune is one thing, managing it successfully through a family office is another. Investor and philanthropist Michael W. Sonnenfeldt has a solution.
Could doing everything "right" with your retirement savings actually be limiting your financial freedom? As part of our "By the Numbers" series, in this episode, you'll learn: Why "max out your 401(k)...
If a basic will isn't enough to protect your family's assets, you have two trust options: revocable vs. irrevocable. But only one is right for you.
Moving to Europe from the U.S. can get more complicated the wealthier you are. Find out what it really takes for a successful move — and how to plan for it.
Dr. Addams sold a rental property in 2021 and moved $150,000 into a value-add apartment deal. The sponsor’s deck projected ... Read more
The first time a physician shows us a locums paycheck, the reaction is almost always the same. No taxes were ... Read more
David Chilton is retiring at 65 after four decades in personal finance. He shares why he’s stepping back and what comes next. The post The Wealthy Barber retires appeared first on MoneySense.
My O.H. left school at 16, has always worked since then and has progressed over the years to senior management position in an IT field. After Covid the whole company moved to hybrid contracts and rece...
Over the years, my bed times have changed a lot. Back when I was working and attending customers on site, I might be getting up as early as 5am, although I'd generally prefer to travel the night befor...
61M here. Thinking of retiring in the next 2 to 4 years. Just wondering if there were any mistakes/regrets that you wish you had taken into account in hindsight about retirement. Honestly, I’m not int...
Here I am again, in Beaver Creek, CO — the place where, two years ago, I first connected emotionally with the idea of retirement, and where the concepts for my […] The post Building Our Pre-Retirement...
Answering listener questions about the most effective levers for catching up after a late start to retirement saving, tax-loss harvesting, and when added investment complexity may or may not be worth ...
I wrote a comment regarding an email I received from AARP. The subject was about states in the U.S. that AARP suggested us retirees should move to....... all of which were in areas that experience haz...
From bulk goods to healthcare coverage, Costco plans its expansion into senior health plans pending government approval.
Women should move beyond simple saving to a strategy that optimizes taxes, asset location and diversification, so every dollar works toward long-term goals.
From monetizing garage space to selling niche expertise, retirees are boosting cash flow on their own terms.
Ed Slott is one of the best tax experts in the country. He has said many times that an “IRA is an IOU to the IRS.” Simply stated, your large 401k accounts and Personal IRA’s have 3 huge TAX problems f...
