Curated articles and podcasts from trusted financial experts and real retirees.
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In April 2026, I gave up my private sports club membership. The stock market was correcting again due to the war in Iran, oil and inflation had shot up, and I figured it was time to cut expenses and s...
You're only human. And your biggest error as an investor might be simply failing to recognize a basic evolutionary fact. Our quiz can help you do that.
In this week's Wealth Wise advice column, financial experts answer four critical questions about rising tuition, shifting job markets, and navigating the new 529 plan rules.
A 401(k) is one of the most important financial accounts you’ll ever own, yet many investors don’t fully understand how it works. Understanding key 401(k) terms, including employer match, vesting sche...
My (M58) and my wife’s (F57) parents are in their 80s. My parents have sacrificed throughout their lives and have built a very substantial nest egg with my father’s financial expertise and planning. M...
I will be 62 in about 2 months and thinking of retirement. We moved back up north to help her family during Covid but I am originally from the south and we lived 20+ years in Florida. I prefer the war...
Tuesday, August 18 - Monday, August 24, 2026 Most Commented score comments title & link 336 221 comments How to dump stuff and downsize 33 48 comments Foreign travel- no bucket list, desires fluctuate...
AI can clarify information, but for key financial decisions, here's why it shouldn't replace an adviser who knows your family, your history and your values.
You'll probably do a better job with your financial planning—and your tax planning—if you divide retirement planning into six stages. The post The 6 Financial Stages of Retirement appeared first on Th...
The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
By planning your own funeral, you can spare your loved ones some stress and create a meaningful send-off.
Spouses who collect substantial Social Security benefits may see a significant drop in income when one dies. These annuities can help make up for the loss.
Who better to explain the taxes and other costs that newcomers to Florida may not expect than a wealth manager who's lived and worked there for 30 years?
Social Security may still be part of the retirement picture for younger workers, but it shouldn't be the cornerstone of your strategy. How to adapt.
Florida has long been a favored retirement destination, but as of late, Delaware is having a moment.
The Vanguard Total Stock Market Index Fund is my favorite fund, and you should give it serious consideration for your US stock exposure. The post My Favorite Mutual Fund appeared first on The White Co...
Your finances may be ready to enter your second act, but retirement coach Joe Casey explains why the bigger question is whether you've prepared for the life, relationships, health, learning, and fun t...
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/6b74ff ======================= Andrew and El...
Assumptions regarding how long you and your spouse, if you have one, plan to survive in retirement are central to determining your funded status. These assumptions — your lifetime planning period assu...
Shifting from saving to spending in retirement requires a new way of thinking. Answer these five questions to find out if you're ready for this next chapter.
It's time to enjoy the wealth you've built without worrying about inflation and surprise expenses wiping out your savings. Here's how.
Leaving a high-powered career brings freedom, but also an identity crisis. Four leaders share how to build a meaningful post-work chapter.
Unexpected costs could outweigh your tax savings, so it could be smarter to explore tax planning strategies that would let you stay right where you are.
Sudden wealth is less about the money and more about the discipline to manage it, so it's critical to pause and plan before making any major financial moves.
I’m retired a few years earlier than I meant to do, and have been living on my IRA for the past year, and will also live on it for the coming year, until I’m able to start claiming SS as well. I don’t...
Hi everyone, I recently moved into a subsidized low-income senior housing apartment building and am looking for ideas to bring that will involve other residents but isn't the lame bingo or cards group...
Eliminating the Social Security earnings cap could strengthen solvency, but broader reforms may be needed to secure the program’s long-term financial future.
Recently went through a car buying experience. (I don't recommend it, at least not with traditional dealers!) But the whole thing made me reflect on how my attitude toward automobiles has enabled me t...
3 Retirement Decisions Nobody Prepares You For Retirement can change how you approach life insurance, mortgages, income, and investments. Jeremy Keil answers three financial questions retirees may not...
Originally published at The Prudent Plastic Surgeon Physicians have a strange relationship with money. We spend more than a decade ... Read more
Hey Everyone! I’m back from my summer vacation. My brothers and I went to visit my dad in Thailand. He had radiation treatment for prostate cancer earlier this year. He ... Read more The post Summer V...
For all of those people who are tax-phobic and want to avoid paying much in taxes at all, here are some extreme ways to reduce them. The post Some Extreme Ways to Dramatically Reduce Your Tax Bill app...
Aging in place meets high-energy fun with smart home upgrades that make hosting grandkids a breeze.
How can you be sure you're getting unbiased, comprehensive financial advice that fits your life, not product recommendations that reward your financial pro?
Your 50s mark the start of a critical retirement planning window. For those with significant wealth in an ESOP, failing to plan can get expensive.
I have been a landlord since 2005, the year I rented out the very first property I bought in San Francisco after buying a single-family home. Since then I've been through all sorts of disputes. Neighb...
Every estate plan needs a will. Most estate owners do not know enough about wills. Knowing more can reduce the cost of the estate plan and deliver better results.
As unique as Bitcoin is, it brings unfamiliar responsibilities involving custody, security, and key management. How should you handle them? The post You’re Already a Physician; Bitcoin Doesn’t Need to...
Roth conversions can be a game-changer for retirees with pensions facing higher tax rates. Find out how much you know about conversions' impact on your money.
Investors might want to add "buffered" strategies like registered index-linked annuities (RILAs) to their investing toolkit to balance downside risk.
Over the next two decades, a Great Wealth Transfer will occur between baby boomers and the generations that follow. Is your family prepared to handle it?
Try these proven strategies from the ultra-wealthy to protect your assets, cut taxes and pass on more to your heirs.
Social Security figures and 2026 withdrawal rate research show what three common retirement portfolios can generate in monthly income. The post What $250,000, $500,000, and $750,000 Pay You in Retirem...
Life satisfaction often rebounds after midlife, staying relatively high in your 60s and early 70s. Here’s how to prepare for a fulfilling retirement. The post Life After Retirement: Why Many People Fe...
Almost everyone struggles with debt at some point. In my early 20s, I learned some hard lessons about credit card debt. In my early 30s, I paid back graduate student loans that soaked up a huge share ...
Not my own but thought some members here might want to discuss. Thanks! submitted by /u/MidAmericaMom[visit reddit] [comments]
Answering listener questions about 529 plans, including how much to save, tax-free growth, withdrawals, Roth IRA rollovers, and what to do with an overfunded account. The post What Doctors Need to Kno...
You don’t need to panic yet about Social Security, but you should stay informed.
"Save more than you spend" sounds like a timeless piece of money advice, as true today as it was two hundred years ago. But in the mid-1800s, many folks believed you needed to spend your money as soon...
Learning to handle losses in life is a survival skill. As we get older, the losses can come faster. Resilience at all ages is needed as disruptions are accelerating.