Curated articles and podcasts from trusted financial experts and real retirees.
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Millionaires from the My First $1 Million series tell us how they're talking with their kids about money, balancing inheritance splits and sharing their wealth.
A successful estate plan requires more than legal documents. It depends on open conversations with your heirs about the values and intent behind your decisions.
A charitable remainder unitrust (CRUT) can create a lifetime income stream and alleviate worry for retirees who underspend out of fear their money won't last.
With life expectancies rising, 65 is no longer the finish line. Here are the questions you should ask yourself and resources for finding your next act.
I'm a dues-paying member of my residency program's union. Here are the best parts (and the disadvantages) of joining a union. The post 3 Advantages (and 3 Disadvantages) of Joining a Union in Residenc...
Before it reaches younger heirs, $54 trillion will move horizontally to surviving spouses. Here is how to prepare.
Learn how to read your annual Medicare notices, track critical deadlines and choose the right health and drug coverage before the December 7 deadline.
I've heard that as you age and retire the stages are: Go Go! Go Slow... No Go Since on this board everyone retired at 59+, did you travel and do a ton early on...GO GO? When did you start to slow down...
Just curious if anyone knows of a travel company oriented towards active seniors interested in traveling to less touristy locations. One that emphasizes some outdoor adventure and local immersion as o...
Two years after Hurricane Helene hit his hometown, Earth Equity Advisors founder Pete Krull argues advisors need franker conversations about where clients invest and where they retire.
Once both our children began school full-time in 2024, my wife and I had more breathing room. At least six hours a day of free time. No more wrangling toddlers in the chaos of the early years. I used ...
From no-contest clauses to security protocols, advanced planning can get ahead of family disputes before they start, making it easier on your loved ones after you're gone.
Capital calls are usually submitted because something has changed or has gone wrong with a real estate investment. How should you respond? The post Should You Meet the Capital Call? appeared first on ...
Wow, how about that stock market? It’s a phrase we keep having to dust off and use again, as the years go by and the market keeps surprising us. When it crashes, some of us worry because we see our re...
About three months ago, I decided to actually give physician expert witness work a shot. It was something that had ... Read more
What if the thing you spend 90% of your time planning for before retirement becomes the thing you think about least once you get there? Fritz Gilbert of The Retirement Manifesto joins us to explore th...
A high-profile tax case is shining a light on how the IRS may view certain estate planning strategies.
Retiring early sounds like a dream, but it can quickly turn into a financial or emotional nightmare. Here are eight signs you might be quitting too soon.
Unlocking home equity to supplement retirement savings sounds great in theory. But before you commit, make sure you fully understand the costs involved.
Being named a financial power of attorney (FPOA) is an honor, but it can also be a heavy lift. Know your fiduciary duties and why standard POAs don't cover Social Security or Medicare.
To decide if the precious metal is right for you, consider three roles it could play: As a return driver, as a diversifier or as a hedge.
What retirement experts have to say now about surviving an untimely market crash. The post The CAPE ratio, the 4% rule, and retirement anxiety appeared first on MoneySense.
Answering listener questions about the pressure many physicians feel due to inflation and rising housing costs, and we discuss the importance of keeping financial challenges in perspective. The post D...
The state’s attorney general demanded access to company records to examine how the newspaper’s board oversees editorial standards amid claims of anti-Israel bias.
Scammers don’t only hack into a computer to steal from their victims. Increasingly, they're trying to hack the person using it. Jeremy Keil talks with cybersecurity and fraud-prevention expert Robert ...
If a drop in income at retirement has put you in a lower tax bracket, find out whether tactical Roth conversions now could reduce your tax liability forever.
Barring long term care needs like a nursing home, which are over the top expensive, my wife and I should be able to live well off of SS and the 4-5% we make on our portfolio. The question is what to d...
I tried to keep this as brief as possible and it’s still too long. But it’s laid out pretty well. My spouse and I will soon be 62. We both work for government and we’re both eligible for a pension. Th...
K-12 tuition, tax breaks, and Roth IRA rollovers: How grandparents can make the most of a 529 plan.
Your Medigap plan could be much cheaper with another carrier. It's easier than you might think to switch — but beware of the timing trap that can trip you up.
In 2012, two months before my 35th birthday, I engineered my layoff from a 13-year career in investment banking. At the time, it felt like the riskiest thing I had ever done. Was I really going to blo...
A signed revocable trust may accomplish little unless assets are coordinated, correctly titled, and reviewed when finances, property, residency, or family goals change.
Nearly half of respondents reported plans to claim benefits early, with many citing fears about the health of the Social Security program.
Without a clear and explicit definition of HCBS and aging in place, any reforms risk becoming impossible to administer and unacceptably expensive.
As longevity increases, we are experiencing more life disruptions and faster. They are "stacking" causing more anxiety. This article describes how to increase resilience.
Navigating retirement rules means tracking key milestone ages. Test your timeline IQ with our quick quiz before making your next move.
Defaulting to the oldest child isn't always the best move. Follow these guidelines to select a trustworthy executor and keep the peace among your heirs.
Roger Whitney explains how solo filers can make a confident Social Security claiming decision without getting overwhelmed by complexity. He covers the biggest mistakes to avoid, introduces a practical...
Giving back is one of our core values at Keen Wealth. Every year, my wife Carissa, who leads our Keen Community Impact Committee and the Keen Wealth Foundation, works with the committee to bring phila...
It is always interesting to review spending levels recommended by advisors and financial commentators for hypothetical retired households and compare them with amounts generated using the Actuarial Fi...
Talking to your kids about a proper home valuation can save them from unexpected IRS penalties and capital gains taxes.
Mindy and I are at a big point in our lives. Our new place is done and we have mostly moved in. (More on The Project in an upcoming post.) But we also had to get our prior home ready to sell. This too...
IRMAA medicare surcharges and often an unwelcome and costly surprise for retirees. How to appeal your IRMAA notice.
According to the 2026 Medscape Physician Compensation Report, average physician pay reached $386,000 this year, up 3% from 2025 and ... Read more
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC 63-year-old Kevin in Denver is pulling $100K a year out of his portfolio. What’s the tax-smart way for...
The income potential for expert witnesses is real. But we need to determine how a clinician can actually succeed. The post What Expert Witness Work Actually Pays and Why Most Clinicians Never Collect ...
You’re stretched thin, and she has millions. This week's Wealth Wise advice column asks experts how to handle the financial and emotional rules of taking money from your parents.
Before 2026 ends, review your retirement savings, consider increasing 401(k) and IRA contributions, use eligible catch-up contributions, and rebalance your investments. For 2026, new Roth catch-up rul...
I met up for a beer & burger with some of the people I used to work with. They range in age from 72 to 64. 5 of them are retired, 3 are still working. 2 of the retirees are older than I am & retired b...
Ever wonder why Honolulu, Hawaii has the highest median life expectancy of any city in America? Sunshine, moderate temperatures, walkability, and an unhurried pace do wonders for your mental and physi...