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As funding questions persist for Social Security and Medicare Part A, speakers at the recent AICPA conference discussed how advisors can guide clients through complex benefit rules and options.
How much do you know about the impact on Social Security, taxes and healthcare when you work past retirement age or decide to "unretire"?
If your portfolio has been underperforming, you might need to fire your adviser. That gets tricky if you share a friend group.
I retired from full-time work early last year, but I'm still subject to the surcharge because of this rule.
Do you know how you'll afford to age in place, help kids and grandkids now and after you pass and avoid making compromises on your healthcare?
Healthcare may be one of the largest expenses you’ll face in retirement. According to Fidelity, a 65-year-old retiring today may spend an average of $172,500 on healthcare costs throughout retirement,...
Schedule a free financial assessment with an experienced professional at Pure Financial Advsiors: https://purefinancial.com/lp/free-assessment/?utm_source=captivate&utm_medium=podcast&utm_campaign=fre...
“You used to write every week, but it’s been a whole 2 months since you last posted. Are you okay?” Having received more and more of these e-mails and message lately, I figured it’s probably time to a...
SAVE is going away. The RAP plan is taking its place. If you have student loan concerns, here's what you need to know before July 1. The post RAP Explained: Now That Save Is Dead, Here’s What Physicia...
It may seem like everyone wants to sell you a whole life insurance policy. Is it worth it as a retirement savings hack?
Your spouse and children could be bumped into higher tax brackets if you leave them a substantial sum in an IRA. Partial Roth conversions now can help.
Effective estate planning is built on proactive "life planning" that manages investments, taxes and long-term care so you're able to leave a lasting legacy.
Business owners should start exit and estate planning years before a potential sale. Waiting until the deal is on the table can cost you millions in taxes.
I'm considering retirement or surviving after being retired. 1 and 3 kids move back home to make it. I have friends who retired and have to provide some sort of assistance for their children or grandc...
This week in Kiplinger:https://www.kiplinger.com/retirement/happy-retirement/master-the-art-of-spending-in-retirement No wonder, then, that many retirees at all levels of wealth are pulling the reins ...
Medicare beneficiaries are receiving new cards due to issues with their numbers, prompting concerns about legitimacy and potential fraud.
An all-star team of retirement experts explains why life annuities are so valuable for older adults, yet so disliked by consumers. And they suggest what to do about it.
Back in 2012, the year I left banking and three years after I started Financial Samurai, I had a choice: run a lifestyle business or build a venture-backed company. I chose the lifestyle business. Aft...
After watching my children navigate a much less forgiving economic environment than we had, I've found the best way I could help them. The post Creating a Family Resilience and Emergency Fund for Rare...
Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms. Contact Devin's team at https://carrolladvisory.co/podcast1 C...
In our retirement advice column, Wealth Wise, a 66-year-old retiree learns how strategically placing your stocks, bonds, and cash can save you thousands.
Like your golden years, RMDs creep up on you quicker than you think. Planning ahead can prevent you (and your heirs) getting hit with penalties and extra taxes.
Women investors often trade less and earn better returns. But lower pay, debt, caregiving and household power still keep women from owning enough stock.
Traditional estate planning is excellent at handling the transfer of assets, but often doesn't explain the reasons why you did it the way you did.
Two people can spend years saving for retirement and never once discuss what they actually want from it. A few hard conversations now can prevent trouble later.
People take their Finance 101 class from a Dave Ramsey or a JL Collins. My first teacher was Suze Orman and her Can I Afford It segment. The post Can I Afford It? A Celebration of My Favorite Financia...
I only started digging into this after noticing I’ve been struggling with small print more often than I’d like to admit, like menus, labels, even stuff on my phone. It wasn’t a big sudden thing, just ...
Hello all, i am still a few years from retirement, but trying to prepare in advance. I have used Boldin to try to figure things out and watched a bunch of videos etc on retirement income etc. however,...
It is impossible to beat the stock market. But if you want to divest your retirement of Elon Musk-related companies, here is the best way to do so.
This is the summary - the full report can be accessed by the link on the top or left of the page. Offered without comment. 2026 Social Security and Medicare Trustee Report Summary
Kids who grow up with savings accounts are more likely to learn the basics of managing and investing — and more likely to attend college.
I turn 65 in November. Up until last November I was married to a retired LEO. He was an alcoholic and life was miserable and I could not fathom retiring. He died in November and it took 6 mos to get a...
My wife and I have been circling this for a couple of years (okay, 5!) and we finally started running countdown timers in our phones: she plans to stop at 59, and me at *ahem* exactly 60.8 (at this po...
Tuesday, June 02 - Monday, June 08, 2026 Most Commented score comments title & link 39 127 comments Type A retired folks - How big was the change for you? And did it hurt? 365 110 comments Grocery sho...
Key tips to tackle decluttering (before someone has to do it for you).
Many people find it tough to shift from saving to tapping wealth once they stop work. Here's how to enjoy your money more — without fear of running out.
Planning for a long retirement is a high-stakes math problem. Check these 4 longevity green flags to see if you have the habits and the history to beat the averages.
A growing number of Americans are working past retirement age. But what happens to Social Security, tax and healthcare when you keep on working?
The teenage years are tricky for kids and parents, but they're the right time to start talking openly about money and what you'd do in a medical emergency.
What if your Social Security benefit is worth far more than you realize, and the decision of when to claim it could be one of the biggest financial choices you'll ever make? As part of our "By the Num...
If you're looking to avoid probate or you to need to plan around Medicaid, a Lady Bird Deed might be the right estate planning tool for you. The post Lady Bird Deeds appeared first on The White Coat I...
In this week's Ask the Editor Q&A, Joy Taylor answers tax questions on inherited property: gold, stock, real estate, including the tax basis at death.
After years of applying for new travel credit cards, I've finally found the perfect mix. Here is what's in my wallet (and why)! Read more → The post What’s in My Wallet (and Why) appeared first on Mad...
Clients don't need advisers to dismiss their retirement fears. They need advisers who can listen, separate emotion from risk and turn anxiety into action.
I'm not retired yet - within the year though. I'm currently recovering from surgery and while my activities are limited, I definitely see the advantages of having much more free time. But it might be ...
Any thoughts or advice would be appreciated. I'm 59½ years old. I've worked and saved for decades and am fortunate to be in a very strong financial position. My total portfolio is about $2.6 million, ...
Anyone else in a similar situation? We currently live in the Midwest and I'm not a fan of the 6 month long winters. We could probably do the snow bird thing for a while, but at some point we'd have to...
Retired on Friday after nearly 40 years. My first purchase this morning? A trip to Europe? No. A new sports car? No. A big, fancy dinner out to celebrate? No. Nope, I purchased a clothesline. For year...
Me, M/67, wife F/67 (her Bday is August, mine Sept). She is retiring as of next Friday. I retired June 1, 2024. So far, so good. I highly recommend retirement! The money is working. The stock market i...
FAANG FIRE Extra Guac bundle now includes over $1,200 in FIRE tools and 1:1 coaching, including ProjectionLab, Sequence, Mezzi, Silvia, Lunch Money, and a 30-minute call with Andre.