Curated articles and podcasts from trusted financial experts and real retirees.
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Jeremy Keil explains 3 smart ways to help your kids with money while avoiding IRS paperwork Early in the year, I received an email from a couple asking a question I hear all the time: “What’s the maxi...
F67, M72. We get about income of 5500 a month spend about 4,000 a month and have $1500 left over, Next year that we will pay off our last debt and will have another $500 available. We have rebuilt our...
Take this quick quiz to test your knowledge of the essential legal and financial vocabulary required to protect your assets and your family.
See how your retirement savings stack up compared with this Wall Street guide, ranked by age and income.
"Carl and Jane" have eight million bucks, and their advisor is suggesting a 130/30 long-short investing strategy. Joe Anderson, CFP® and Big Al Clopine, CPA spitball on whether this is a smart tax mov...
6 Real Ways to Get Paid to Nap in 2026 (Up to $10,000)
If you are saving money and have a plan for the future, we want to hear how it’s going and any advice you have for others.
If you've ever asked me a financial or investment question, there's a good chance I've sent you a link to something I've written before. The post The 30 Posts I Use Most Often to Answer Your Questions...
Recently, a home in the beautiful Forest Hill neighborhood of San Francisco was listed for $2.4 million. It had four bedrooms, three bathrooms, and a modest 2,250 square feet. The home had been remode...
Both of my nieces children have everything they need (both sets of parents are very well off). At Christmas, we traditionally give them a small gift (~$25) and a check for $50 each. This year, it was ...
I'm considering continuing working past my full retirement date to payoff mortgage, as I can take Social Security and full salary at the same time. Is there a calculation available that one can show t...
My life is changing fast and I’m having a hard time keeping up. Just a short recap: My mother passed away late August 2025. In November, I drove across the country to have a funeral service (it was at...
Tuesday, February 24 - Monday, March 02, 2026 Most Commented score comments title & link 85 309 comments Choosing to continue to work: Reasons? 24 155 comments Have you/do you plan to downsize your ca...
Building lasting wealth depends less on high returns and more on optimizing the structure of your portfolio to minimize taxes. That can cost you over time.
From the widow's penalty to higher health costs, women will encounter a host of money worries over the course of a lifetime. You need a robust financial plan.
More than half of recent retirees say they regret how they saved, and only 2 in 5 feel on track with their original retirement plan. See what the data reveals and how to stress-test your 401(k) strate...
Investing assets in an irrevocable trust, like a Spousal Lifetime Access Trust (SLAT) requires understanding the trust's precise legal terms, goals, and more.
Most people assume the future will look like the recent past. That's called recency bias, and it can quietly wreck a retirement plan. If the market has been strong for years, investors start believing...
Hospital visits are stressful enough. A little preparation can bring you and your family peace of mind.
Today, I'm thrilled to finally welcome my friend, Geoff Woods, to the podcast. Geoff is the founder of AI Leadership and The AI-Driven Leadership Collective, the author of The AI-Driven Leader: Harnes...
Some people seem to be allergic to paying taxes. But beware of Tax Derangement Syndrome, and don't let the tax tail wag the investment dog. The post Avoid Tax Derangement Syndrome appeared first on Th...
With older adults being particularly vulnerable to financial fraud and scams, TIAA has been using artificial intelligence for detection and guidance as well as empathy.
We're 54 with $1.8 million saved. My wife wants to start a college fund for our grandchild, but I think we should keep funding our retirement. Who is right?
Different types offer different levels of potential risk. Here's how to choose wisely, from an annuities pro.
The most resilient income plans layer multiple sources of predictable income and growth-oriented assets to help ensure immediate cash flow and long-term flexibility.
The tax landscape has changed yet again, thanks to the OBBBA and SECURE 2.0, and four developments are particularly important for anyone in or near retirement.
Retirement is not just about money and savings, but instead is about living a life of purpose. Make sure you set your goals for what will bring you fulfillment and joy.
Get fired up about your upcoming retirement by reframing this new chapter of life as a chance to redeploy your purpose, rather than retreat from it.
In this episode, James walks through four of the most common income strategies retirees consider today and why many people are still using outdated math for a 2026 retirement. The question is not just...
When investors and their advisors don't focus on how simple investing can be, the result is investment-style chaos. Focus on what matters. The post Investing Doesn’t Have to Be Complicated appeared fi...
The 2000s decade included two wars, a massive housing market crash and the biggest financial crisis since the Great Depression. ... Read more
I am retiring December 31, and I've already told my boss an a couple of close co-workers. I've was planning on waiting until June to share with others and let it get out. The thinking was possible res...
Reposting my BINGO card - for those wrestling with retirement. I’ve shared this a few times on some threads here and elsewhere and it was recommended I make it a separate post. Just a thought for thos...
I retired then went back to work for six months then quit again. Figured I was truly retired now. Went on a month long cruise / vacation after. Work wants me back. Told them my new employee hourly rat...
So, hear me out. My husband and I could have retired sooner, but we were having a difficult time trusting that we were ready. We had a pretty good portfolio of investments and savings, but was it enou...
From opening stealth retirement accounts to strategic charitable giving, there are plenty of ways you can cut your taxes every year, and they're perfectly legit.
This retirement planning approach simplifies your decisions, improves your tax efficiency and provides you with peace of mind. This is how it works.
These habits, gleaned from a survey of financially savvy adults, can help increase your confidence and guide your planning as you head toward retirement.
Are you in a tax friendly state for retirees? Explore the best states for taxes and review the income and sales tax rates in all 50 states. The post Which Are the Most Tax Friendly States for Retirees...
The safe withdrawal rate says you can spend about 4% of your portfolio in retirement and not run out of money. But is that actually accurate? The post Should You Use a ‘Safe’ Withdrawal Rate? appeared...
Millions of retirees choose independence over isolation. If you're a "solo ager," your retirement can be secure and rewarding.
It’s natural to want to share your retirement nest egg with family. Learn how to give generously without putting your own financial security or tax bracket at risk.
A proactive approach like this one can help ensure your wishes are respected, you and your loved ones are protected and your values are carried forward.
Thanks to the family maximum benefit, when a retiree starts collecting Social Security, certain family members may also receive support. Here's a complete guide.
Estate planning software can help advisers forge deeper client relationships and leverage the power of AI to provide insights. Here are four options to consider.
Medicare Advantage plans scored lower in overall satisfaction among members in 2025. Eroding trust and policy confusion drove the drop in customer satisfaction.
As my family grows, my wife and I will need to find ways to pay for college. What are the alternatives rather than just using a 529? The post Can We Pay for College Without a 529? appeared first on Th...
As women are living longer than men—on average, 5 to 7 years more—the later decades of life promise opportunities to cherish freedom and fulfillment. Yet, as this International Women's Day episode of ...
Robinhood is one of the most popular online brokerage firms today, especially among younger investors who actively trade. During COVID, Robinhood famously restricted trading in 13 stocks on January 28...
Receiving an inheritance opens up amazing opportunities but can also lead to emotional and financial turmoil. Here's the key to successfully managing a windfall.