Curated articles and podcasts from trusted financial experts and real retirees.
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A securities-based line of credit can provide access to cash without requiring you to sell eligible investments. These are the opportunities and risks.
In addition to saving and investing, financial literacy should teach us how to manage 401(k) cash-outs and rollovers so we can protect our wealth.
Non-financial retirement planning covers what a portfolio can't: time, health, purpose, and the people you love. Here are 10 places to start. The post Non-Financial Retirement Planning: 10 Investments...
Financial mapping can lead you to better financial decisions and outcomes, turning scattered goals into a plan that holds up against risk. The post Financial Mapping: A Roadmap for Your Money and Time...
Under-saving is a math problem you can still fix. Over-saving can cost years you won’t get back. Here’s how to tell which one you’re doing. The post Are You Saving Too Much for Retirement? appeared fi...
Vanguard just paid billions for Altruist to scale advisors. Boldin's CEO argues the bigger opportunity is scaling what you can do yourself. The post The Future of Financial Advice Isn’t More Advisors ...
My personal approach to investing for FIRE can be summarized as being 95% boring.
Surprise! Just over half of Americans 65 and older currently have a pension. Here is how much these guaranteed lifetime benefits pay out in all 50 states.
Are you accidentally sabotaging your own financial security? A top financial executive explains why doing what feels "safe" might be your biggest risk.
If you own bonds, they may be in a broad fund that hasn’t lost much money. And that fund may do much better in the next several years.
Social Security is one of the most important pieces of a retirement plan, but how does the system work, and will it remain financially viable for future retirees? Roger begins a five-week series on bu...
Let's walk through the WCI principles with an international lens for all those physicians who are international medical graduates. The post Across Borders: The White Coat Investor for the Internationa...
Ever since graduating from business school in 2006, one of my favorite ways to learn is through case studies. And there's no better case study for understanding the IPO quiet period than Anthropic's u...
The way Dolly Parton lived her life and made business decisions offers the rest of us lessons about money, purpose, resilience, generosity and courage.
Securing your future before life hands you a major transition, such as retirement or widowhood, is the best way to ensure you have clarity when it matters most.
For years (decades?), I would bring my lunch to work. Typically a sandwich with a ’health’ bar and some fruit and nuts. Occasionally, I would take leftovers that needed to be heated. Sure, I might eat...
The early bird pricing for WCICON27 is happening now. Make sure you secure your seats before the price goes up. Here's why you should do it. The post This Might Be the Best Financial Decision You Make...
For the better part of this year I've been trying to assess when I'll be able to afford to retire. I've been playing with Boldin, Projection Lab, my own overly complicated spreadsheets, Fidelity's pla...
Dr. Myechia Minter-Jordan, an internist turned not-for-profit CEO, talks about career chapters and the growing army of workers over the age of 65.
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing Roth conversions from every angle today on ...
You’re never too old for campus life. Here are 5 colleges that actually want 50-plus students in class.
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
What does the future of financial advice look like when AI, automation, and modern technology reshape how people manage their money? In this episode of Boldin Your Money, Steve Chen sits down with Sub...
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.
Are you sending your kids into the world blind to your finances? Here is why a full-disclosure family meeting is ... Read more
Learn the basics of Medicare, including Parts A, B, C and D, eligibility, premiums, IRMAA and key healthcare considerations when planning for retirement.
Retirement planning goes beyond savings. Learn how purpose, relationships, community, financial clarity and sleep may help support a fulfilling retirement.
It’s horrible to have all those dreams so mercilessly set aside when one partner leaves before you get to enjoy retirement together. But it happens. And when it does, the surviving partner has to adju...
I retired in Dec 2024 and have been doing somewhat normal retirement things: doomscrolling Reddit, taking different trips, etc. I also have been working on upgrades around the house. Recently, our wat...
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...
Will paying cash for a car versus financing save or cost you money? It may depend on where the money to pay the car is coming from.
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.