Curated articles and podcasts from trusted financial experts and real retirees.
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Financial advisors would be wise to treat "health span" like an investment portfolio to better prepare clients to afford and enjoy longer retirements, a researcher said.
These lesser-known senior programs can deliver key property tax savings — if you know where to look.
Outdated beneficiary designations can disrupt your estate plan. Learn which accounts to review, when to update beneficiaries and why it matters.
When I first read today’s article, it resonated immediately. I knew that I had to share it as my “Best Of The Month” guest post. The article put into words […] The post Living An Analog Life appeared ...
65F recently retired after 43 years teaching. I’ve loved every minute so far and have been really busy. Recently I had to have surprise electrical work done to the tune of $8,000. Just yesterday I rea...
Inheriting a stock portfolio comes with big decisions. Before making any sudden moves, ask yourself and your adviser these questions to protect your wealth.
A Roth conversion can raise your Medicare premiums two years later. Every mistake on this list comes with a solution. The post 16 Roth IRA and Roth Conversion Mistakes That Cost You in Taxes appeared ...
A National Institute on Retirement Security survey finds debt is keeping most Americans from saving, and few know what their money will earn. The post 77% of Americans Say Debt Is Blocking Their Retir...
When you're younger, it's pretty normal to set goals career goals, financial goals, goals for any sports/hobbies/other activities you are involved in. But now that I'm retired, it seems like it's just...
Answering listener questions about old whole life insurance policies, riders, executive bonus plans, policy cancellations, and employer-sponsored split-dollar variable universal life insurance. The po...
Vanguard's $4.6 billion acquisition of Altruist made headlines across the financial industry, but the bigger story is what it says about the future of financial advice. In this episode of Boldin Your ...
Episode 533 00:00 Introduction 00:36 Tom Selleck shirt 01:39 Correlation is not Causation Follow up 05:00 News Headline Fears 06:30 S&P 500 08:43 NASDAQ 11:06 Technology Stocks 19:26 Copper Mines 20:1...
Here’s a look at the places in the U.S. that have the most senior citizens.
My husband and I are retired at 60/61. We are trying to bridge the gap between today and Medicare. Today I developed a plan to take a large withdrawal this year and limit income over the next three ye...
Kiplinger is exploring the Trillion Dollar Talk. Join us to see what we've found and how we can help you.
Receiving an inheritance is typically less taxable than you might think.
Long-term care costs can reduce the inheritance you leave your children. Learn how to prepare for care while protecting your retirement and estate plans.
As asset-rich baby boomers age, adult children are stepping into the role of Family CFO long before they inherit — managing everything from finances to estate plans.
How much do you know about the massive wealth about to change hands?
Before leaving your home to your children, ask these questions about costs, taxes, sibling dynamics and what your children actually want.
Planning for death (and taxes) isn't fun, but it is necessary. And leaving investments to your children in a tax-efficient way is a good thing.
Our exclusive national survey on inheritance reveals how adult children and parents are — and are not — working together to make the most of assets built over a lifetime.
Being named the trustee of an estate is a profound honor — and a major responsibility. From securing assets to navigating family dynamics, here is how to do a good job.
The closer you are to retirement the hard it will be to recover from costly financial mistakes. From medicare to taxes to investing, retirement planning is complex.
Nearly 40M Americans are aging alone, and retirement systems built for couples leave solo seniors facing greater financial, caregiving, housing and planning risks.
Recently spent a weekend with another couple and they are all retired (or never worked) and I was the only one still thinking about an upcoming biz trip, call the next morning, etc. They were all youn...
YMMV It's not retirement, it's graduation from working. Beware of going cold turkey, the change may be a lot harder than you think. Start the mental separation before the physical separation. If you c...
This summer, my new AI investment advisor, Mezzi, discovered roughly $300,000 of hidden stock exposure in Google I didn't know I had. It sounds a little absurd, given the amount. But I've been investi...
Aligning yourself, being open and truthful about your goals, and being intentional while dating allows for maximum success in a relationship. The post Invest in Intentional Dating appeared first on Th...
How is your Social Security benefit actually calculated? In this episode, Roger explains how you qualify for retirement benefits, how your earnings history determines your benefit, and why the age you...
Dolly Parton's songs and movies will live on forever. But when the 80-year-old entertainment icon passed away last month, she also left behind an impressive financial legacy that we all can learn from...
Cheapest Way to Watch NFL Games in 2026 (Without Cable)
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.