Curated articles and podcasts from trusted financial experts and real retirees.
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The Social Security decision shifts if you're married and have children under 18, as simply aiming to maximize your check can overlook benefits they'll need.
This week's Wealth Wise experts break down whether aggressive Roth conversions and split IRA distributions actually protect the next two generations.
I’m a proponent of stealth wealth. It makes for a more peaceful life with lower expectations and less scrutiny. The last thing you want to do is show off and put you and your family in danger. Stealth...
Before Dec. 31, investors can potentially cut taxes through tax-loss harvesting, charitable giving, smarter rebalancing, and avoiding costly year-end tax traps.
Leaving a true family legacy is all about taking the time to share your personal stories, values and memories with the people you love.
Retirement opens the door to new possibilities, but how do you decide what deserves your time, energy, and attention? Retirement coach Joe Casey explores the concept of retirement "electives" and how ...
Democrats, who will have big majorities in the House and Senate in 2027, are making caregiving and, perhaps, long-term services and supports a top priority.
Here's an email I got 11 years ago and how I responded to her. More than a decade later, she wrote back to tell us about her outcome. The post How The White Coat Investor Helps Doctors Over the Course...
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/82eebb ======================= Most people retire afraid of running out of money. For a lot of people with $2 mill...
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/d6ed2a ======================= Most advice for people retiring with $2 million or more sounds sensible. Don't take...
How to balance tax perks and financial aid impacts across 529s, UTMAs and trusts for your grandchild.
Fear is usually the driving force behind an estate plan, but that approach can be costly. For a better outcome, start from a place of clarity and control.
Accumulating retirement wealth is only half the job. How you withdraw it can have a significant impact on taxes, Medicare and what you ultimately get to spend.
Any USA federal retirees among us? Here is an AMA - ask me anything - you might want to check out! submitted by /u/MidAmericaMom[visit reddit] [comments]
For a year, The New York Times followed along as they tried to get a handle on their money. It wasn’t easy for any of them.
So I’ve started shopping around for retirement financial planners and met with my second potential one this past week! Granted I’m new to how all of this retirement planning works lol, but one thing t...
My question really stems from a little head scratching. My spouse and I have really lived within our means our entire married life, invested as much as we could while taking care of children, college,...
Tuesday, October 27 - Monday, November 02, 2026 Most Commented score comments title & link 295 138 comments There are times when it's useful to step away from things 45 130 comments Where to park cash...
Since 2010, I have argued on this website that the principles and processes actuaries use to assess the financial condition of institutions can also help retired and near-retired households make bette...
Success often comes from doing what most people won’t. There’s a straight path for advancement by not permitting distractions to ... Read more
Saving too well can create a big tax problem once required minimum distributions kick in, making proactive income management and strategic withdrawals essential.
Saving for retirement in a 401(k) is a smart move, but can also lead to a troublesome tax bill years later. The solution? Diversifying while there's still time.
Reframing this annual benefits selection window can offer a chance to maximize savings and strengthen financial well-being.
Learn how to check whether your child already has a Trump Account, claim an existing account, or open one if needed.
Paying yourself first means saving part of your income before spending. You can choose a sustainable amount, automate savings, and keep essential bills covered.
Developing a tax-savvy giving back strategy can be an important part of a comprehensive financial plan — and help make doing good an effective year-round endeavor.
This quarterly breakdown of key deadlines and decisions can help to maintain an effective, proactive tax plan.
Learn when taxes may apply, how distributions and the 10-year rule can affect taxation, and what to consider before withdrawing.
I bonds are U.S. government-backed savings bonds that combine a fixed rate with inflation-linked interest. Learn how I bonds work and the rules that apply.
Learn how a 401k expense ratio affects your retirement savings and compare fees to maximize long-term growth.
"Homeownership Opportunity Act" would let Americans tap workplace retirement savings for down payments and closing costs without taxes or penalties, but could come at a steep cost to retirement securi...
Plus, Luigi Andriani joins Transamerica, PIABA announces new president and Carson Group adds Marietta Wealth Management
An Ethos survey finds more than half of adult children are planning around an unconfirmed inheritance, even as parents prioritize retirement spending and care costs
Northwestern Mutual's latest index finds Americans feel more prosperous despite economic worries, with financial advice linked to higher wellbeing scores
Three retirement industry professionals explain how they use AI for plan projections, research and meeting preparation—and why privacy, output review and human judgment remain essential to the 401(k) ...
Marsh introduces BrightPath, a global defined contribution retirement solution spanning six countries and $116 billion in assets to simplify plan management
2026 U.S. Retirement Survey finds 52% of retirement savers would invest in private assets through their 401(k), but knowledge gaps remain despite growing enthusiasm
Skip the crowds. Keep the magic. Plan an elevated, luxury NYC holiday trip designed for you and your grandchildren.
The first year of retirement is when you finally get to replace the assumptions in your financial plan with real numbers that inform key decisions.
Here are my top 10 best financial quotes and the enduring lessons they teach investors. Learn from these classic teachings just as I have. The post The Top 10 Best Financial Quotes appeared first on T...
Marsh introduces BrightPath, a global defined contribution retirement solution spanning six countries and $116 billion in assets to simplify plan management
Democratic control of Congress positions some longtime retirement policy advocates among leaders of key committees, potentially opening new avenues for reform
Marsh introduces BrightPath, a global defined contribution retirement solution spanning six countries and $116 billion in assets to simplify plan management
Good morning - I talked to my financial advisor, talked to my manager, sent the official email notifying them of my retirement, and almost immediately got a call and an email from 2 different recruite...
I know lots of folks are having a tough time with ACA renewals this year. We're on my husband FINAL YEAR before Medicare kicks in late next year, and we met with our broker today and ... it didn't suc...
A recording from Andre Nader's live video
I went from full-time to consulting at the beginning of June. While the less workload and the smaller paychecks seem to work for a short period of time, I found myself enjoying most of my retirement t...