Curated articles and podcasts from trusted financial experts and real retirees.
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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From outdated beneficiary designations to the false security of a set-it-and-forget-it plan, active engagement is the strongest defense against costly mistakes.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.
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...
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.
Rather than claiming Social Security based on when you need the money, view your timing as a tax-planning tool that can help you lower your lifetime tax bill.
Unless you recognize where your motivation for building wealth comes from, it's unlikely to lead to lasting happiness. Here's what to do about that.
Medicare’s 2027 enrollment period brings major changes as Part D subsidies end and Advantage payments shift. Learn how premiums, coverage and costs may change.
Estate planning for children's accounts like 529 plans and UTMA accounts often overlooks naming a successor. Not naming a successor for these accounts can lead to delays.
California’s Prop 40 tests billionaire claims about wealth, taxes and migration as the state weighs a one-time levy to help close a major Medi-Cal funding gap.
Originally published on A Wealth Of Common Sense There’s a neat website called Ordinary Abundance that looks at many of life’s luxuries ... Read more
Tuesday, August 11 - Monday, August 17, 2026 Most Commented score comments title & link 31 257 comments Do you pay off the mort or invest Top Comments score comment 31 /u/atropear said Russian proverb...
More than half of eligible children (and many widows and widowers) are missing out on Social Security survivor benefits. Here's what to know. The post Why Many Young Widows and Widowers Leave Social S...
When it comes to building wealth, Gen Z is more focused on investment apps and their retirement accounts than they are in building equity in a home.
Episode 532 00:00 Introduction 00:20 Correlation is Causation Illusion 03:15 Correlation is not Causation Story 09:15 Market Assessment Watch the VIDEO Sign up for free ALERTs & Market Commentary at: ...
I’m of the mind that downsizing is more about liberation from stuff than it is about square footage in the home. My wife and I found that it was much harder to do this item by item and much easier to ...
Skip long phone holds and field office lines. Discover how an active online Social Security account gives you control over your records.
Six ways "free" retirement accounts can cost you without showing it — and how to keep more of your money.
Instead of saving home equity as a "last resort" in retirement planning, it makes sense to treat it as a strategic asset that's incorporated from the start.
A survey found Medicare Advantage customer satisfaction dropped for the second year in a row. Financial advisors can guide clients as they weigh coverage choices.
A new guide from the CFP Board is meant to help advisors through offering 401(k) rollover recommendations, which can be a tricky area for compliance.
The Internal Revenue Service and the Treasury Department offered guidance on rollovers between retirement plans and individual retirement accounts.
After publishing The Untold Burden Of Being Your Family's Financial Provider, I got this comment from a reader named Brian: “I can identify with this post as I am the family CFO / CIO. I think you are...
See how your Social Security check compares to retirees your age, using the SSA’s newest 2026 data, and what the average leaves out. The post Average Social Security Check by Age: 2026 SSA Data appear...
