Curated articles and podcasts from trusted financial experts and real retirees.
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I am retiring at the end of next week. Looking forward to it, and I’m well prepared both financially and socially. But for some reason, I find myself very stressed out! I’m waking up every morning aro...
I'm 61 she's 62 1/2. We have a Fidelity advisor and the scenarios all run well. Do we also need a CFP to essentially check his work? Hope she can retire fully at 63 and I'll stay on the job to 65. Any...
The home equity market is evolving, creating options for affluent homeowners who want to avoid traditional means of borrowing and access capital more quickly.
I 60F wish to retire sometime this year. I have the financial ability but have some complex moving parts. Under consideration is using some Roth money to keep my MAGI low enough to get an ACA premium ...
Given that I have 7 coronary stents, lung disease, high blood pressure, high colesterol, and a bad back, I was eager to see the lab results. But not for the reasons you might think. After all, three y...
Tuesday, April 28 - Monday, May 04, 2026 Top Comments score comment 19 /u/SageCactus said I'm retired, and make way, way over the poverty limit. Healthcare is just a large expense. Just budget for it....
Neal K. Shah, the founder of CareYaya, a company that links students in the healthcare field with seniors needing assistance, has some strong opinions about elder care in the United States. The word Y...
Karen White and Adrian Kasbergen ended up moving to one of Forbes’ 25 Best Places To Retire. Here’s how we select top spots and how they made their choice.
Forbes compared nearly 1,000 U.S. locales on everything from housing costs and taxes to healthcare, crime, air quality and natural hazard risk. These are the top 25 spots.
The first quarter of 2026 brought a whirlwind of market events—geopolitical shocks, surging energy prices, and a notable shift away from mega-cap US growth stocks. Despite the turbulence, the markets ...
What if the goal of your bucket list isn't to slowly check it off, but to finish it, rebuild it, and use it to fuel a more meaningful retirement? Topics covered in this episode: How to build a purpose...
Just as the supercool "Easy Rider" characters discovered the road could be treacherous, so too have boomers had a rocky transition to retirement.
Often times retirees like to stay busy with a “Side Gig”. In this episode we delve into a number of ways retirees sometimes continue to work either part time or for a limited period of time in their e...
In this post, we discuss how you can use the Actuarial Approach and its funded status metric to help you feel more confident about your spending plan in retirement. It is a follow-up to our post of Ja...
The student loan landscape has changed, and medical students will need to take out more private student loans. Here's how WCI can help. The post Need Private Student Loans? We Can Help! appeared first...
Meta’s May 2026 layoffs explained, including estimated severance timeline, WARN pay, PTO payout, COBRA coverage, RSU vesting, and a free Google Sheet severance calculator for impacted employees.
Predicting the future of DIY taxes for tech workers
A lot of people say they might buy a house “in 5 years” and leave too much cash sitting on the sidelines for a decade. My 3-75 Rule is a simple way to decide when money should still be invested and wh...
April 15, 2026 – Welcome back to another post. This time, I want to do another economic update, which many readers seem to enjoy. Today’s topic is whether the recent oil price shock, driven by Middle ...
The price of everything from food to gas is rising, but that doesn't have to derail your retirement plans. Ask yourself these three questions to make sure you are still on the right track.
IRAs form an important part of your estate plan. Give yours some attention so they work in harmony and ensure your wishes will be carried out as you intend.
Here is a question worth sitting with: which is actually harder to achieve, a top 1% income or a top 1% net worth? Most people assume income. The number sounds impossibly high, the competition sounds ...
A new study from the Center for Retirement Research suggests there is a large gap in economic outlook between financial advisors and mass affluent investors.
With about 41 million American workers lacking access to a retirement plan through their jobs, experts say advisors could play a pivotal role.
The Trump administration's push for alternative investments in 401(k)s steamrolls ERISA law, argues Knut Rostad.
A well-planned retirement can go awry when clients overspend. Here's how financial advisors can rein them in.
Advisors acting as financial planning sherpas can guide clients up tricky terrain to reach retirement peaks.
As "blue zone" lifestyles and AI medical tech push human life expectancy over the century mark, retirement planners must ensure that "wealth spans" keep pace.
Retirement planning assumes a lifespan of 79, but most Americans hope to live longer. Here’s how your plan can last as long as you do. The post Americans Want to Live to 91. How Long Will Your Retirem...
How to Make an Extra $1000 a Month in 2026 (Real Math, 10 Methods)
Inherited real estate can strain families. Clear planning, buyouts, and transparency help balance financial goals while preserving relationships.
I’m back on the BiggerPockets Money podcast this week with Mindy! So exciting! For me at least. I enjoy podcasting and look forward to recording more when the F.O.O.L.I.S.H. Project is over. What FIRE...
Mindy and I just got back from an adventure that took us to New Jersey, Amsterdam and Belgium. The Amsterdam and Belgium part was a river cruise we booked with FI Friends Travel, run by my friend, Kri...
Back in November, I wrote about the F.O.O.L.I.S.H. Project: F*&^%$# Obnoxious Ostentatious Luxuriously Irreverent Silly House Mindy and I are doing something I NEVER thought I’d do; scrape a home and ...
Nobody feels safe when rumors, reorgs, and leadership silence start piling up. This is a look at the psychological toll of layoff uncertainty at Meta, plus practical steps to understand your runway, y...
The six-figure limit could help restore Social Security solvency, according to one paper.
Erin Moriarty of Erin Talks Money explores the emotional side of money, retirement spending, and how AI is reshaping financial planning. The post Podcast 109: Personal Finance for Real People: DIY Inv...
Exploring how physicians and other high-income professionals can approach charitable giving in a more intentional and effective way and how reaching financial independence early can maximize the impac...
When I started this blog way back in January of 2013, I was transparent with investments. I thought it was silly to share my journey to financial independence without sharing the obvious metric, net w...
I am considering retiring in a couple of years. I have 4.780% $125K mortgage that matures at the end of 2033. Should I: Pay off the principal in full now and bank what I would pay monthly. Wait to pay...
I am now at the point, financially (hopefully) where I can retire. I'm just having a really hard time pulling the trigger for a few reasons, but there are some things compelling me to do it. To start ...
I received a severence check from my company for the VSP. Boldin says I have enough to spare a 15k car to my daughter which will help her through Grad School. She will be living with me and we have be...
I often get asked how I was able to buy so many houses with such low income. I bought my first house in my early 20s while unemployed. Since then, I’ve purchased over a dozen more with a total of $800...
We're 73, with $2.1 million and $4k a month in Social Security. My husband says we can't afford to help our grandson. Who's right?
Want to enjoy life after work without having to worry about market downturns or inflation? Creating a guaranteed retirement "paycheck" is the answer.
It's never too late to save for retirement, and there are plenty of ways to build up your nest egg, depending on the level of risk you're comfortable with.
(No, not the go-go, slo-go, no-go adage) I just got my letter from Social Security saying, it’s time, bud, apply to claim your benefits. I’ll be 70 in a few months. For the last 2.5 years, my wife and...
Retirement spending estimates are often too low, but a retirement spending plan can change that. Here’s how to keep your money from running out. The post Retirement Spending Plan: How to Know If Your ...
The streaming series "House of Guinness" led many parents to reconsider the conventional wisdom about distributing an estate.