Curated articles and podcasts from trusted financial experts and real retirees.
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Inheriting money or stocks is life-changing, but it comes with a big responsibility. Take our quiz to see if you're ready to invest your new windfall wisely.
Historically, I've viewed stocks as funny money. It's not real until it's converted into something you can use. Given the lack of utility for stocks, I've long preferred owning real estate. Being able...
Here's what you need to know about the WCI Champions Program and how you can apply to be your school's champion. The post The WCI Champions Program appeared first on The White Coat Investor - Investin...
When Trump accounts were introduced this July, I wondered: Should I take advantage of it? This somewhat convoluted vehicle is really a long-term retirement savings account for minor children. How shou...
Yesterday I went to Lowes, and was shocked at how much prices have increased. I used to pay $2.99 for a 4x8’ sheet of drywall 10 years ago, now they want $26 for the same piece. A 25' roll of 12/3 ele...
For couples starting a new chapter together, financial transparency and candid conversations help prevent conflict, protect assets and avoid costly surprises.
Financial advisers have a powerful opportunity to earn deeper trust and create longer relationships by embracing women's unique financial realities.
If you and your spouse are several years apart in age — or simply plan to retire at different times — this episode reveals the financial and relationship challenges most couples never anticipate and h...
Originally published at Millennial Revolution For most of my adult life, I thought freedom meant depending on no one. That’s ... Read more
Gen X has had to adapt to a changing retirement landscape, with more responsibility for building their own financial future.
If your interest rate is around 3%, keeping your loan could give you greater financial flexibility, tax perks, and peace of mind.
Estate planning tips on social media don't always contain misinformation, but what worked for one family may end up causing yours a whole heap of trouble.
With $124 trillion set to move in the Great Wealth Transfer, these wealth-building stocks can help you leave something behind for your kids in turn.
We often consider an age for retirement, like 62, 65 or older. But what about ourselves as individuals? Was there a time when you felt like your mind no longer wanted to engage in your job? You feel d...
It's a big change to go from putting money away to spending it. I'm considering spending a reasonable amount on a tow vehicle and camper but it's not a necessary expenditure. My mind swings from 'now'...
As we grow our wealth and approach retirement, our finances tend to get more complicated and messy. We have more credit cards, bank accounts, investment accounts, and more holdings inside our investme...
Average home equity is $310,000 in 2026, but mostly sits untapped. See how it breaks down by state and income, and how to put yours to work. The post Average Home Equity in 2026: What Homeowners Have ...
Here’s every retirement milestone mapped to the exact birthday: catch-up contributions, the Rule of 55, Medicare, Social Security, and RMDs. The post Retirement Milestones by Age: 50 to 75 appeared fi...
Financial services firms are beginning to think about how we spend our assets in old age, including for long-term care and health care.
Mariana Mazzucato’s common good economy asks who benefits when taxpayers finance innovation, and how public investment can deliver a public return.
New data reveal that Medicare Part D and Advantage plans will be more expensive for both beneficiaries and taxpayers in 2027 and after.
Choosing the right Medicare path can affect your future health care access, costs and flexibility. Understand your options before making a long-term decision.
An even split in your will could cause resentment among adult kids if caregiving hasn't been shared equally. How you can stop that from turning into a dispute.
One of the most overlooked pieces of an estate plan is insurance. But overlooking insurance can cause a bigger headache than you think.
Answering listener questions about some of the trickier corners of financial planning, including 529 strategies, gifting appreciated shares, and upstream gifting for a step up in basis. The post Advan...
Not asking about finances. I'm curious about the ordinary side of it — routine, regular faces, being expected somewhere, having something to solve. What did an average weekday look like in the first f...
By now you must have heard that CMS wants to cut your reimbursement for a same-day office visit by 50%. ... Read more
Claiming Social Security too early or too late can impact your entire financial picture in retirement. It pays to carry out a proper analysis before you commit.
The Great Wealth Transfer promises trillions in inheritance. Discover how age, race, taxes, and healthcare costs shape who actually receives boomer wealth.
Women's retirement planning should account for longer life expectancies, costlier long-term care, and different investment and estate planning requirements.
The family vacation home could become a cause of conflict without a plan for how it will pass to your heirs — and a conversation about who actually wants it.
The other day I made $10 winning a set of tennis at a public park. It was a funny situation because I didn't set out to make money playing tennis. It just happened. I was hitting with my long-time bud...
For most of my adult life, I thought freedom meant depending on no one. That’s why I choose to quit my stressful job and travel the world in my 30s. Obsessively saving and investing was the key to fin...
Advisors discussed how they guide clients through the competing priorities of saving for their own retirements versus their children's college educations.
You may not think about the Federal Reserve when you pay your mortgage, use a credit card, or decide where to keep your savings. But when the Fed raises interest rates, those everyday financial decisi...
How will Medicare deal with weight loss drugs in 2027.
You should not use the terms "always" and "never" when it comes to the 401(k) vs. Roth issue. Here's why you probably need some of both. The post Don’t Roth All of Your 401(k) Money appeared first on ...
Roger Whitney explains six levers that can influence Social Security benefits: reviewing your earnings record, choosing when to claim, managing retirement income, reconsidering an early claim, conside...
Here’s how a property investment could allow you to retire overseas.
Siblings are alarmed after their father's Alzheimer's diagnosis leads their mother to embark on an isolating move. This is how they can help keep Dad safe.
September is Life Insurance Awareness Month. What better time to take a look at the best way to find a policy that supports you and your family?
TreasuryDirect will require ID.me login. It works, but there are serious privacy concerns. Learn the Nuts and Bolts I put everything I use to manage my money in a book. My Financial Toolbox guides you...
Hi, I retired in March after decades working a corporate job I didn't like to help my family, which I do like. I have tons of interests and didn't have time to pursue them. I'm pursuing them now. The ...
Looking for wisdom for retirement. Looking at retiring around 60 years old. Will have pension, 401k (roth and traditional), and funds in a brokerage account that should be plenty enough. Pension and S...
Oil is out of sight; gasoline is at all-time high; diesel and heating oil are at five to six bucks a gallon; electricity prices are at risk from data centers and tetrad war with Canada... And the mark...
I have been blessed with a good marriage, good health, and good finances at 67. But I find it hard to make new male friends. It was much easier when i was working and when in 20s thru 40. I do have ab...
Almost half of full-time physicians in the US feel burned out at some point in their career, and almost a ... Read more
Inheriting a portfolio isn't as straightforward as it may seem. Taxes, missed IRA deadlines and high fees can impact how much you'll actually receive.
I pondered the meaning of legacy this summer while watching my wife hold the hands of her mother for what was most likely the last time. The post End-of-Life Wisdom for Early-Career Doctors appeared f...