Curated articles and podcasts from trusted financial experts and real retirees.
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In this week's Ask the Editor Q&A, Joy Taylor answers questions on monthly Medicare premiums, IRAA and tax-deductible medical expenses.
Despite our growing economic power, women still face a confidence and savings gap. We can fix that by taking steps that secure our financial independence.
If you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage.
AI gives you a good baseline. The less you know about a subject, the more AI will help. Use AI for how to apply knowledge to your specific situation. Learn the Nuts and Bolts I put everything I use to...
Money scripts are the deep-seated beliefs about money you picked up without even realizing it. Here's how you can combat the negative ones. The post Money Scripts Doctors Inherit and Why They’re So Ha...
We have begun working with a new advisor and they went through our investments, health insurance, expected social security, etc. If I retire at the end of 2026 at 60 year old, there is a probability o...
does anyone else's retirement plan depend quite heavily on s⁰cial security? if so, is that a major concern? I would love to hear from others who have retired or are retiring soon, who are heavily depe...
I worked for the same technology company for 20 years, and was ready to retire. Like many companies, ours was (and is) going through forced reductions, and providing (pretty generous) severance packag...
Gift Article NYTHere is a gift article about retiring and keeping your brain from literally wasting away. "researchers think that those who worked in higher-ranking jobs may show a steeper decline tha...
From standard deductions to lesser-known credits, these five strategies can help older adult retirees save more on federal taxes.
We asked wealth planners how to protect a nest egg when one spouse is a spendthrift.
Using age to determine your stock-bond mix is the default for retirement investing. But now retirement can last 30 years or more, it's time to rethink the rules.
Whether you're hiring your first financial adviser or searching for a new one, looking for these key attributes can help you find the right fit.
Investing greats, renowned economists, top advisers and other experts share their favorite wisdom, both given and received, about retirement.
Investors are exploring self-directed IRAs where they can hold traditional and alternative investments in one account.
Workplace financial wellness is shifting from tools to impact as employers focus on reducing employee financial stress and helping workers build financial confidence.
Matt Wilson, Keen Wealth's Chief Investment Officer and President, recently hosted an excellent webinar on Tax Planning Through the Four Stages of Retirement. In addition to providing a thorough overv...
An interview with podcast/author David Stein, where we talk about how experiencing burnout changed the way he thinks about work, money, and investing, and why many high-income professionals struggle w...
Due to the U.S. and Israel's bombing of Iran, oil prices temporarily shot up to $120 per barrel (WTI crude). If the Strait of Hormuz gets completely shut down, perhaps oil prices might go to $150+ a b...
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
When you have a child with special needs, financial planning must not only cover their long-term care but also the financial future of the entire family.
Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.
We all know we need to have an emergency fund, mine is around 6-8 months of expenses, but what's your strategy for if and when you dip into it, how do you go about replenishing it when you're on a tig...
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
Roger Whitney dives into practical strategies for navigating health care before Medicare, sharing insights from retirees, survey results, and listener questions. Together they explore real-world solut...
I can follow through with either of the 2 scenarios, just trying to figure out which is best, as I cannot find an exact answer on the SS site. I am 67 1/2, past my full retirement age, I will be worki...
When my CEO said my job might be on the line, I changed how I was living. Here's the story of our journey from huge debt to a huge life. The post From $1.1 Million in Debt to an 8-Figure Net Worth: A ...
Jeremy Keil explains 3 smart ways to help your kids with money while avoiding IRS paperwork Early in the year, I received an email from a couple asking a question I hear all the time: “What’s the maxi...
F67, M72. We get about income of 5500 a month spend about 4,000 a month and have $1500 left over, Next year that we will pay off our last debt and will have another $500 available. We have rebuilt our...
Take this quick quiz to test your knowledge of the essential legal and financial vocabulary required to protect your assets and your family.
See how your retirement savings stack up compared with this Wall Street guide, ranked by age and income.
Lincoln Center became a lab for the 2026 Heartbeat Summit. I met the experts proving art is medicine. Here is the new habit I’m taking home.
Technology has the potential to allow older adults to live at home for longer or improve their lives in senior communities. But “potential” does a lot of work here.
In this special edition of the 401(k) Specialist Podcast—part of our Deep Dive series on “How Not to Get Sued”—Editor-in-Chief Brian Anderson sits down with legendary ERISA attorney Fred Reish to exam...
"Carl and Jane" have eight million bucks, and their advisor is suggesting a 130/30 long-short investing strategy. Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether this is a smart tax mov...
6 Real Ways to Get Paid to Nap in 2026 (Up to $10,000)
If you are saving money and have a plan for the future, we want to hear how it’s going and any advice you have for others.
If you've ever asked me a financial or investment question, there's a good chance I've sent you a link to something I've written before. The post The 30 Posts I Use Most Often to Answer Your Questions...
Since 2010, Social Security benefits have lost 20% of their buying power, according to The Senior Citizens League. After 14 ... Read more
Recently, a home in the beautiful Forest Hill neighborhood of San Francisco was listed for $2.4 million. It had four bedrooms, three bathrooms, and a modest 2,250 square feet. The home had been remode...
Both of my nieces children have everything they need (both sets of parents are very well off). At Christmas, we traditionally give them a small gift (~$25) and a check for $50 each. This year, it was ...
I'm considering continuing working past my full retirement date to payoff mortgage, as I can take Social Security and full salary at the same time. Is there a calculation available that one can show t...
My life is changing fast and I’m having a hard time keeping up. Just a short recap: My mother passed away late August 2025. In November, I drove across the country to have a funeral service (it was at...
Tuesday, February 24 - Monday, March 02, 2026 Most Commented score comments title & link 85 309 comments Choosing to continue to work: Reasons? 24 155 comments Have you/do you plan to downsize your ca...
Building lasting wealth depends less on high returns and more on optimizing the structure of your portfolio to minimize taxes. That can cost you over time.
From the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.
More than half of recent retirees say they regret how they saved, and only 2 in 5 feel on track with their original retirement plan. See what the data reveals and how to stress-test your 401(k) strate...