Curated articles and podcasts from trusted financial experts and real retirees.
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The Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy.
For those who do their own taxes, what software do you use? I used Turbo Tax when I was young and I liked the format where it asks me a question and I fill in the answers. Since about 15 years ago I l...
You commonly hear people are downsizing or are recommended to downsize. If you downsized, did you move to a different location, such a city where a child lives or a different state? If you downsized, ...
I retired a few years ago and have been the FT caregiver for my BFF (spouse) as we navigate Alzheimer’s. Unfortunately my wife has lost interest in many things and I stopped also. I averaged over 10,0...
The One Big Beautiful Bill Act, signed into law last July, brought some notable changes to the fine print of ... Read more
Asset protection is more important now than ever. These seven layers of protection can protect your wealth from potential creditors long before claims arise.
Managing your emotions during market volatility is crucial for maintaining a stable portfolio. Now is a good time to check in on your risk tolerance.
The largest wealth transfer in U.S. history is underway but, as our research reveals, families are avoiding tricky conversations about their inheritance plans.
The largest wealth transfer in U.S. history is under way, but as our research reveals, American families aren’t talking about it. Download the full report findings.
Passing down the wealth you've built over a lifetime, with wisdom and grace, is good. Passing on your values along with the money? Even better.
Most doctors have it in them to make excellent expert witnesses, but still hesitate due to misconceptions about the work. ... Read more
Bond yields are rising, and people are beginning to buy them. Should you, or should you hold off? What's the best plan going forward? The post Bonds Are as Attractive as They Have Been in 20 Years: Wh...
Free childcare is a great gift, but don't let it ruin your retirement. Ask yourself these three key questions before signing up.
A retirement plan is more than an investment portfolio and a decision about when to claim Social Security. Jeremy Keil is joined by financial advisor Joe Schmitz Jr. to compare the planning processes ...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast 598, Joe Anderson, CFP® and Big Al Clopine, CPA spitball ear...
An inheritance can bring opportunity but also responsibilities. Take this short quiz to discover how ready you are and get tips to protect your legacy.
Record market highs can present an opportunity to retire earlier than planned, provided your strategy relies on spending control, risk management and more.
Shifting away from stocks reduces risk, but as this week's Wealth Wise column explains, you still need to beat inflation. Here's how to balance safety and peace of mind.
A secure retirement relies on disciplined preparation, mastering fundamentals and coordinating long-term financial decisions rather than chasing single wins.
Healthcare and long-term care costs have surged in the past decade. Have you set aside enough to prepare for this rising expense? Consider these four issues.
It’s been a while since I’ve done a reader case, so I thought I’d grab one from the ol’ inbox. So here we go! Dear Kristy & Bryce, Firstly- thank you so much for all you do! I have been reading your b...
An HSA for retirement may help cover future healthcare costs while providing 3 tax advantages: pre-tax contributions, tax-free growth, and tax-free withdrawals for qualified medical expenses. Common H...
From what I’ve seen firsthand since retiring, there seems to be an interesting divide after the initial “this feels like a vacation” stage wears off. Some people stay fully retired. They may travel, p...
At the end of the year, I am retiring at 60 (wife retired last year). We have a 5 year pension that starts in January and essentially replaces my income. We have always lived below our means and will ...
The era of "raise them until 18 then they're on their own" is long gone. Childhoods are lengthening and so is the scope of parents' financial involvement. Where parents of the past might have seen the...
Staying late at work as a doctor gets framed as professionalism or thoroughness, but step back and look at it through a financial lens. The post The Economics of Going Home on Time appeared first on T...
Happy Labor Day weekend everyone. Perhaps some of you are in the market for a new car this weekend. I'm definitely not. After almost a year of deliberating between replacing my 2015 Range Rover Sport ...
I reached 70 and have had two life-changing medical issues. But there's a good side to aging, too.
Can AI really help you create an estate plan, or could it create problems your family won't discover until it's too late? In this episode, we review a real Texas will and uncover several surprising is...
3 retirement topics to think about: target date funds, TIPS funds, and asking for help. Accumulation for retirement comes with ... Read more
A while back, I came across a thread on Reddit that asked this question: what expenses do you regret avoiding to reach FIRE? The post Do People Who FIRE Regret Not Spending Money on Things They Could ...
Semi-retiring gave me time to organize my estate plan. Here is my simple 3-step checklist
Financial confidence in retirement depends far more on lifelong planning, discipline and risk management than simply having a massive account balance.
Phasing out full-time work creates a unique transition window for Roth conversions. But watch out for these tax traps.
Without a shift in your investment strategy, all it takes is one bad year in the markets to derail your retirement plan.
Your retirement plan may be financially watertight, but if you don't have a reason to get out of bed every morning, all that effort could go to waste.
An expiring term life insurance policy is a great wake-up call to update your coverage and estate plan so they align with your current season of life.
My husband and I want to get out of NYC for the month of February this winter. This will be our first time, and we’re looking for recommendations. We want to go anywhere other than Florida or Arizona....
The last 10 years of my working life I was happily single (following a long happy marriage and raising a loving family). I put all my energy into my work which I enjoyed and I finally retired last y...
Two people, same age, same savings, same expenses. One files for Social Security at 62. The other waits until 70. Everyone knows the one who waits gets a bigger check. Almost nobody looks at what's ha...
After decades of saving, many affluent retirees find spending harder than accumulating wealth. Here is why money habits are so hard to break — and how to finally enjoy your savings.
Your 60s can be the most valuable decade in your life, but far too many people miss valuable tax planning opportunities that can lower their lifetime tax bills.
True financial planning takes well-being into consideration so you're not caught out by the profound shifts you encounter when you reach midlife or retire.
The settlement agreement will include other fees and costs, along with non-monetary terms and conditions such as fiduciary training, a full review of TDF options, and the appointment of an independent...
The first publicly available S&P 500 index mutual fund overcame a rocky launch to help make low-cost indexing a foundational building block of retirement investing
“Deel Retirement” embeds enrollment, contributions and reconciliation directly into the platform, aiming to eliminate the administrative friction of connecting payroll with retirement plan providers
Plus, more news from PCS Retirement, Stadion, NSCP, and DWC
What the Bloomberg 401(k) Lawsuit and Others Warn Us About Ongoing Fund Monitoring
Today's retirement investors face a dramatically different landscape than they did during the long...
Today's retirement investors face a dramatically different landscape than they did during the long...