Curated articles and podcasts from trusted financial experts and real retirees.
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A divorce decree ends the marriage, but a QDRO moves the money. Test your retirement plan division readiness with our quick 10-question quiz.
Financial expert Farnoosh Torabi breaks down the costly retirement mistake most retirees ignore and how to fix it before it hurts your savings.
A financial plan is designed to adapt to life changes, not market changes, helping with how assets are distributed and how withdrawals can reduce taxes.
When you inherit a home, understanding key IRS rules and state tax impacts can save you thousands.
Freedom Fiduciaries’ new operating system integrates payroll census data to offer up-to-date, individually crafted enrollment help and retirement plan guidance to participants
Freedom Fiduciaries’ new operating system integrates payroll census data to offer up-to-date, individually crafted enrollment help and retirement plan guidance to participants
How to Claim Class Action Settlement Money (2026 Step-by-Step Guide)
SoFi Student Loan Refinance Review 2026: Is It Worth It?
AI Side Hustles for Beginners: 8 Real Ways to Start in 2026
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Each of the questions Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing today on Your Money, ...
In general, you should buy an individual disability insurance policy. More than a decade ago, I bought a group policy as well. Here's why. The post Why I Bought a Group Disability Insurance Policy app...
OG Private Wealth said it’s longstanding relationship with MAI Capital Management, along with the latter’s acquisition of Evoke Advisors, strengthened its position in joining the firm
Participants who utilize the non-discretionary advice offering will be able to make advisor recommendations directly in the Pontera portal with the help of guided workflows
New EBRI research finds health savings account balances continue to grow as longtime accountholders save and invest more, yet just 18% invested any of their HSA assets outside of cash
The responsibilities of parenthood could force individuals to organize a financial plan and savings, yet many also struggle with high childcare costs
Survey from Addition Wealth finds just 1 in 5 use artificial intelligence as a primary source for financial decisions while 1 in 4 don’t trust it at all
Respondents to the University of Maryland analysis favored proposals that spanned from increasing the full retirement age to changing the Social Security COLA formula
New guide addresses a CFP professional’s fiduciary obligations when providing financial advice on whether to roll over assets from an employer plan
New guide addresses a CFP professional’s fiduciary obligations when providing financial advice on whether to roll over assets from an employer plan
From outdated beneficiary designations to the false security of a set-it-and-forget-it plan, active engagement is the strongest defense against costly mistakes.
You don't need to cut the cable to retire comfortably. In this week's Wealth Wise advice column, advisers tell a couple with $300K saved how to catch up.
Don't beat yourself up if you've taken a hardship withdrawal from your 401(k). Here's how you can avoid it in the future.
Vanguard shares principles that every affluent retirees needs to know to get the most out of their retirement income.
Trump’s decision to revoke Temporary Protective Status for immigrants will damage long-term care in the US. One facility had to fire 19 Haitian staffers.
Estate executor are responsible for discovering and paying all legitimate obligations of the estate before distributing assets to beneficiaries.
Housing affordability is at a crisis low. You've read that headline a hundred times. Either incomes rise or home prices crash to get back to pre-COVID levels. That's true if you measure a home in doll...
So, back in the day I used to breed reptiles. Lizards specifically. I don’t have a phobia of snakes or anything, but they just don’t do anything for me. I always felt like lizards have a personality. ...
December 31st is the date. Plan is in place, and I'm working with the company on interviewing my replacement. I'm already working through the healthcare options. What other steps should I do while I s...
Married couples each have their own 401(k), but many retirement decisions work best when they’re made together. Coordinating employer matching contributions, reviewing beneficiary designations, and un...
Proposed regulations would limit investments during a child’s growth period to low-cost, non-leveraged equity index funds and ETFs, with annual fees capped at 0.1%
New guide addresses a CFP professional’s fiduciary obligations when providing financial advice on whether to roll over assets from an employer plan
Present value is the organizing principle of the Actuarial Approach recommended on this website. Retirement sustainability ultimately depends on a single question: Can the present value of your assets...
For decades, my emergency physician group has let the market decide the worth of a night shift. Recently, that's changed—and it seems unfair. The post What’s a Night Shift Worth? appeared first on The...
How much life insurance you you really need? Relying upon an insurance agent's word or an oversimplified "rule of thumb" can lead you to buy either too little life insurance---or too much! Here's how ...
The 401(k) can be a great savings vehicle, or a financial black hole where investors lose huge chunks of their hard-earned money to hidden fees and missed opportunities for investment growth. The diff...
Do you know all the ways your financial adviser profits from your account? What's the difference between a broker and a financial adviser? If you can't answer both of these questions with confidence y...
What issues will your family confront after your death, and how will it shape their opinion of your life? Discover the dire consequences of not setting up a proper estate plan so you can take the simp...
A sales force of more than 100 agents allegedly cold-called thousands of prospective investors with sleek, scripted pitches for shares ... Read more
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/9fc86c ======================= Your portfoli...
Is it ruff or purr-fect to be a retired pet owner? This might be no surprise to dogs (not like cats care), but dog owners have a "paws-itively" better outlook.
From heirloom china to your old golf clubs, here is what your grown kids secretly wish you'd unload — just not on them.
"Wait until 70" is good advice on maximizing Social Security for a single person, but married couples need a different number. Do you know how to do the math?
Why wait until December to review your financial plans? You'll have a clear enough picture of income, spending and investments to make meaningful decisions now.
How does your IRA compare? Discover the average and median Traditional and Roth IRA balances by age in 2026, 2026 contribution limits, and key catch-up strategies.
Nvidia’s chief, Jensen Huang, shrugged at a proposed California billion tax. Massachusetts and Sweden show the exodus threat is hollow.
Investors can increase their net returns by considering tax reduction strategies all year round. Neglecting tax strategies causes serious leaks in investment returns.
I'm not a camping guy, and I'm not really a hiking guy. Why, then, did I go on a two-week backpacking trip? And what lessons did I learn? The post What I Learned About Myself, Finance, and Adventuring...
This is how you can sidestep the "Social Security tax torpedo," a common issue where tax-deferred retirement accounts unexpectedly increase your tax burden.
Set it up correctly from the start, and you can share a dream getaway with friends all the way into retirement — without risking your nest egg.
If you start optimizing your taxes now, you can head off the inevitable tax consequences waiting for you when RMDs kick in — and when your family inherits.