Curated articles and podcasts from trusted financial experts and real retirees.
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Analysis shows that a new tax break designed to help older adults could weaken what is now a key safety net for millions of retirees.
George and Weezy in the land of Lincoln will have deferred compensation and wonder if they can retire in mid-2026, or even earlier. Will they have enough? Should Jenn in Ohio move with work, take a br...
Don't spend money you don't have. Learn why the Great Wealth Transfer might leave you with less than you think and how to plan around it.
Annuity sales are soaring, because retirees and pre-retirees want more guaranteed income and principal protection.
Living in San Francisco since 2001 is a surreal experience. I arrived a year after the dotcom bubble burst, and the city felt desolate, especially downtown where Credit Suisse was headquartered at 201...
Shifting your identity from working and saving to spending and living can be tough, but here's why you need to do it for yourself and your family.
One of your most important financial decisions is who you trust for advice. Your best bet is a fee-only professional legally committed to your best interests.
Your investment process shouldn’t burn you out. Constantly checking your portfolio every day is no way to implement a long-term ... Read more
You could argue that the past 10 years or so have created some of the fastest wealth in history. First ... Read more
Have been talking with my (59) wife (54) about retiring at 60. She's been rightfully a bit apprehensive even after reviewing our accounts with 2 fiduciaries. Thursday evening I experienced chest press...
Tuesday, May 19 - Monday, May 25, 2026 Most Commented score comments title & link 583 558 comments Whoopsies - learnings from regrettable decisions in retirement 94 181 comments Any retirees who plan ...
A story from Fortune rudely assaulted my news feed recently. The title of it is big and scary: WHOAHH! Everything I know is a LIE! I NEED to find another job! NOW!!! Haha. No. The article referenced a...
Morningstar research suggests that while expenses drop in retirement, so, too, does income. Findings suggest some considerations for retirement planning.
Retirement anxiety is rising in 2026 as Americans worry about inflation, healthcare costs, Social Security uncertainty, market volatility, and running out of money. Studies show many workers feel behi...
Here are some of the biggest worries you should have as you become financially literate. And some of the things you don't have to worry about. The post The 6 Biggest Threats to Your Finances appeared ...
Flights, hotels and rental cars all cost more in 2026, but travelers who stay flexible can still find deals.
A few days ago, I learned that there is a regulation that the federal government is proposing that would allow private equity companies to access funds in retirement accounts. Public comment on the pr...
My wife and I are both retired, both upper 60’s, and both have SSI accounts, but haven’t started taking them yet. I’m reasonably healthy, but she is too, and statistically, she’s likely to outlive me....
With more financial pros potentially turning to AI "agents", your private tax data — and nest egg — might be resting on a foundation of unverified code.
An out-of-state property is a great inflation hedge, but the hidden tax hits and landlord headaches might not be worth it. Our retirement advice column answers your questions.
You might be surprised: Most millionaires don't feel rich. But you might if you adopt these five key habits that could help you reach millionaire status.
You'll likely be earning the most in the last few years of your career. That's when to start planning how to generate income over 20 to 30 years of retirement.
A new IRA marketplace will have the goal of encouraging more Americans to save for retirement, as well as offering a $1,000 contribution to those who enroll.
Paying off your mortgage before retirement sounds responsible. Sometimes it is. Sometimes it quietly costs you the best years of your life. In this episode, James walks through the story of a client w...
I've been playing poker for money since I was a kid. Here are all the lessons learned that I can apply to my investment life. The post Financial Lessons Learned from Playing Poker appeared first on Th...
If The Pitt’s chief attending has you rethinking the daily grind, it might be time to plan a strategic career pause — before you call it quits for good.
Want to give your kids a home down payment? Want to help cover daycare expenses? Instead of writing them a check, transfer appreciated stock into their account.
What looked like smart tax planning could become a problem. And not just for you — your kids could inherit a tax bomb. How to head off potential disaster.
We owe it to our loved ones to consider what will happen when we pass away. Taking care of our own paperwork now will spare them time, stress and money later.
I used to have photography as a hobby when I was much younger. Life became busy and I drifted away from it. I’m thinking of getting back into it, particularly nature photography, now that I have both ...
61, retired 8 months ago. It seems like everyone i know works including my wife so I do a lot by myself or with my little dog. Any suggestions on where to find other retirees to hang out with. Live in...
Too many docs and high-income earners actually think half their money goes to taxes. So, let's talk about effective and marginal tax rates. The post Marginal vs. Effective Tax Rates appeared first on ...
Graduations mark the end and beginning of certain chapters in life. In this episode we explore ways of teaching financial lessons at these important junctures in life. Glenn is available for in person...
Paul Merriman of the Merriman Financial Education Foundation discusses factor investing, index funds, and long-term wealth strategies. The post Podcast 110: Evidence-Based Investing, Index Funds & Sta...
AI and cyber threats to brokerages are growing. Will keeping your retirement funds in two or more institutions lessen your risk of getting wiped out?
If a special needs trust isn't structured correctly, the recipient could lose out on a chunk of money when they need it the most. Here's how to prevent that.
I vividly remember sophomore year of college. It was 10:30pm and I was leaving my girlfriend's apartment by car. Instead of coming to a complete stop at the stop sign, I slowly rolled on through and t...
Need help with January 2028 retirement. Wife and I will both be 62 at time of retirement. My gut is to take the largest partial lump sum distribution (PLSD) and get money in my hands. That amount is $...
I was moved to write today by the Ferrari “Luce,” an electronic model from the luxury sports car manufacturer. Ferrari ... Read more
Could one outdated beneficiary form, missing trust provision, or overlooked document completely derail the legacy you intended to leave behind? Topics covered in this episode: The biggest misconceptio...
Tail coverage is no longer a technical add-on for malpractice insurance when terminating a contract. It is long-term financial protection. The post Malpractice Tail Coverage in the Age of Nuclear Verd...
Joe Schmitz Jr. and Jeremy Keil explore the 2% Club of retirees and the unique challenges that come with significant retirement savings and a pension. https://youtu.be/G04JKpKyLJ0 Most retirement conv...
Ground rules can be negative. This article describes new and positive rules for a fulfilling life after retirement.
The April 2026 CPI number came in hot, confirming what most of us are feeling in our pocketbooks — rising prices. The Consumer Price Index (CPI) for April crept up to 3.8%, the highest since May 2023....
Inflation can reduce purchasing power and pressure retirement savings. Learn how different inflation environments may impact retirees and investors.
Most 401(k) plans provide a little-known tool that can increase an account’s flexibility, expand the available investments and potentially increase total returns.
Adopt careful strategies to prevent running out of money and replace FORO with YORO.
I have no affiliation with any health insurance companies and no particular ax to grind. I just want to share our experience because I see a lot of scary information out there about Medicare Advantage...
If wealth management clients have children who are recent college graduates, pointing them in the right direction on their first 401(k)s helps build strong connections with two generations.
College towns are booming retirement hubs, but experts warn that retirees often underestimate the hidden costs. We break down the options for a couple with $3.2 million.