Curated articles and podcasts from trusted financial experts and real retirees.
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Saving too well can create a big tax problem once required minimum distributions kick in, making proactive income management and strategic withdrawals essential.
Saving for retirement in a 401(k) is a smart move, but can also lead to a troublesome tax bill years later. The solution? Diversifying while there's still time.
Reframing this annual benefits selection window can offer a chance to maximize savings and strengthen financial well-being.
Learn how to check whether your child already has a Trump Account, claim an existing account, or open one if needed.
Paying yourself first means saving part of your income before spending. You can choose a sustainable amount, automate savings, and keep essential bills covered.
Developing a tax-savvy giving back strategy can be an important part of a comprehensive financial plan — and help make doing good an effective year-round endeavor.
This quarterly breakdown of key deadlines and decisions can help to maintain an effective, proactive tax plan.
Learn when taxes may apply, how distributions and the 10-year rule can affect taxation, and what to consider before withdrawing.
I bonds are U.S. government-backed savings bonds that combine a fixed rate with inflation-linked interest. Learn how I bonds work and the rules that apply.
Learn how a 401k expense ratio affects your retirement savings and compare fees to maximize long-term growth.
"Homeownership Opportunity Act" would let Americans tap workplace retirement savings for down payments and closing costs without taxes or penalties, but could come at a steep cost to retirement securi...
Plus, Luigi Andriani joins Transamerica, PIABA announces new president and Carson Group adds Marietta Wealth Management
An Ethos survey finds more than half of adult children are planning around an unconfirmed inheritance, even as parents prioritize retirement spending and care costs
Northwestern Mutual's latest index finds Americans feel more prosperous despite economic worries, with financial advice linked to higher wellbeing scores
Three retirement industry professionals explain how they use AI for plan projections, research and meeting preparation—and why privacy, output review and human judgment remain essential to the 401(k) ...
Marsh introduces BrightPath, a global defined contribution retirement solution spanning six countries and $116 billion in assets to simplify plan management
2026 U.S. Retirement Survey finds 52% of retirement savers would invest in private assets through their 401(k), but knowledge gaps remain despite growing enthusiasm
Skip the crowds. Keep the magic. Plan an elevated, luxury NYC holiday trip designed for you and your grandchildren.
The first year of retirement is when you finally get to replace the assumptions in your financial plan with real numbers that inform key decisions.
Here are my top 10 best financial quotes and the enduring lessons they teach investors. Learn from these classic teachings just as I have. The post The Top 10 Best Financial Quotes appeared first on T...
Marsh introduces BrightPath, a global defined contribution retirement solution spanning six countries and $116 billion in assets to simplify plan management
Democratic control of Congress positions some longtime retirement policy advocates among leaders of key committees, potentially opening new avenues for reform
Marsh introduces BrightPath, a global defined contribution retirement solution spanning six countries and $116 billion in assets to simplify plan management
Good morning - I talked to my financial advisor, talked to my manager, sent the official email notifying them of my retirement, and almost immediately got a call and an email from 2 different recruite...
I know lots of folks are having a tough time with ACA renewals this year. We're on my husband FINAL YEAR before Medicare kicks in late next year, and we met with our broker today and ... it didn't suc...
A recording from Andre Nader's live video
I went from full-time to consulting at the beginning of June. While the less workload and the smaller paychecks seem to work for a short period of time, I found myself enjoying most of my retirement t...
Southwest Florida is no longer just a vacation spot. It has evolved into a premier financial haven where wealthy families can protect and grow their fortunes.
Talking to your retired parents about finances and healthcare isn't a sign you don't trust them. It's how you help them stay in control for as long as possible.
A laddered investing strategy, where you draw from some accounts while allowing others to grow over time, can help support you over a lengthy retirement.
Learn how 401k top heavy rules affect small business plans, including key employee definitions, testing, and compliance strategies.
As my public equity portfolio gets obliterated thanks to being overweight tech stocks, I started dusting off my resume to go back to flipping burgers at McDonald’s. Then halfway through the applicatio...
Part of the reason people find bonds perplexing is that there are so many different types of "yield" being discussed. Let's talk about them. The post The Various Types of Bond Yields appeared first on...
Feeling a bit wobbly? Here are four things to consider that might provide some peace of mind.
If you qualify for the Saver's Match, the government will match your retirement contributions up to 50% of your first $2,000 in savings.
Original Medicare covers zero routine eye exams or glasses. Here's how self-pay, warehouse clubs, and vision plans compare on real out-of-pocket costs.
Placing million-dollar life insurance inside an irrevocable life insurance trust creates a layer of protection against estate tax and other family wealth risks.
I only have a couple years to go before I retire at 62. I plan to roll my 401k over to an IRA at either Schwab or Fidelity, about $1.4 million, and also start to collect Social Security. How often do ...
Hello all, some context… I am 61, my husband turns 61 in March. We owe $90,000 on our home, have an investment account worth 425,000, and a 401(k) worth 110,000. Home has an interest rate of 3.75. We ...
Do I need to rebalance my IRA? I just retired and am fairly comfortable with investing but I wanted to ask a question about rebalancing my portfolio here. I want to lower my risk tolerance and I think...
Learn how to complete your 401 k enrollment form with this step-by-step guide on deferrals, investments, and beneficiary designations.
Large ACA premium increases create challenges for early retirees. Protect yourself by managing your income to the left of the cliff. Learn the Nuts and Bolts I put everything I use to manage my money ...
Fraudulent claims can cause ripple effects of harm for older clients. Financial advisors can play an important role in helping them prevent — and identify — Medicare fraud.
It has been 2 months. Every day I have to address some problem. In early September, I was retired by my employer through a Reduction-In-Force. At first, came the decisions about the separation agreeme...
After Trump and his veto pen are gone, tax increases will be aimed at savers and high-salaried workers. The clock is ticking. Update your financial planning.
While medical treatment is the correct first impulse, your loved one will also need help with finances. It's best to have a discussion before symptoms begin.
Answering listeners' questions about how much to save, where to invest, how to catch up if you're behind, and why saving for retirement still matters even after reaching financial independence. The po...
In school, we took tests to prove we understood the material. Retirement matters more than most of those classes, yet the tools we’re given typically focus only on the financial […] The post A Retirem...
See what a $10,000 monthly budget actually buys in five top retirement destinations, from rent and dining to healthcare — and how much cash you'll have left over.