Curated articles and podcasts from trusted financial experts and real retirees.
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High borrowing costs are freezing mobility for aging homeowners. Here’s how to access your home equity without wiping out your savings.
Successful retirement planning is about building a predictable, self-made paycheck that covers your essential expenses so you can enjoy life without worry.
I went to a smaller school in my early education days. It ran from kindergarten through 8th grade and had probably 300-400 students at the most. My grade had maybe 30-35 kids in it and, except for a c...
You may be helping aging parents with medical expenses and adult children with living costs. How to care for your family without sacrificing your retirement.
Think twice before dropping cash on high-maintenance toys. Here are five expensive items retirees are far better off renting than buying.
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.
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC How do you know if you're really on track to retire, especially if you're hoping to get out early? Fre...
Regular physical fitness can defer long-term care by two years, yielding a financial return that most portfolio strategies cannot match.
Tech giants are borrowing heavily to fund the AI boom. Here is what older investors must do if those debts trigger a market crash.
Even if you're very wealthy, you may need to plan for long-term care through age 100. Our Wealth Wise columnist asks the experts what to do.
From a social perspective, being retired is like working from home. If you want to have a purposeful retirement, you need social interaction. The post The Importance of Social Interaction in Retiremen...
After stretching for the nicest house I could afford in 2023, I ended up living paycheck to paycheck for six months. It was stressful enough that I picked up a part-time consulting gig to shore up liq...
You must coordinate different retirement timelines while stretching your savings to cover a longer lifespan.
September 28, 2026 – Welcome to a new installment in the Safe Withdrawal Rate Series. You can find the series landing page here. Today’s topic is the new portfolio allocation recommended by Bill Benge...
So on 9/30/26, it will be 8 months retired. I am getting better with the open schedule concept. I realize that in my entire life that I can remember, I haven't had free time like this since my grade s...
I recently sat with company HR to explore retirement so that I can choose my exact date, learn about COBRA for younger spouse, etc. I was surprised when it was recommended that I delay my retirement b...
Holiday spending decisions can affect your finances long after the decorations come down. Asking five questions before each purchase may help you avoid unnecessary debt, stay within your holiday budge...
In her recently released book The Forever Paycheck, Jean Chatzky—CEO and founder of HerMoney—encourages retirees to fund essential retirement spending with Social Security and non‑risky investments, a...
Don't retire. This article describes what to do instead: Find a new identify, discover purpose, develop structure, control ego, and find your tribe.
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/a8aca2 ======================= The problem i...
Use these tips to help you open the door to conversations about their financial health before it’s too late.
Asset protection planning places valuable assets out of the reach of potential claimants and creditors, discouraging lawsuits before they get off the ground.
It's difficult to ask aging parents about financial and medical decisions, and future living arrangements, but it's vital to talk about it while you still can.
Your annuity shouldn't be left to gather dust. Regular reviews and comparisons with newer products will help make sure it's still the best option for you.
The Great Wealth Transfer is upon us. Discover whether your heirs benefit more if you give now or let your assets grow.
Most of the time, the information we give helps you get rich. Today, we're going to talk about how to feel rich. It can be surprisingly hard. The post 10 Ways to Feel Rich appeared first on The White ...
When you’re ambitious, your mind keeps moving the finish line. Even when things are going well, you still hear the ... Read more
Older generations hold $124 trillion in assets. Here is why financial experts say giving your heirs an inheritance early might be the smartest move you can make.
Millionaires from the My First $1 Million series tell us how they're talking with their kids about money, balancing inheritance splits and sharing their wealth.
A successful estate plan requires more than legal documents. It depends on open conversations with your heirs about the values and intent behind your decisions.
A charitable remainder unitrust (CRUT) can create a lifetime income stream and alleviate worry for retirees who underspend out of fear their money won't last.
I’ve now been interested in personal finance, investing and FIRE since late 2007. That’s a long time and means I still follow a number of what are now old school largely US based but still largely rel...
Some Canadians will receive a payment from Veterans Affairs Canada (VAC) on Monday, September 28, 2026. The governmental department provides tax-free financial support to Canadian Armed Forces members...
I'm 65 + 10 months. My plan was to go part-time in the spring, but the company offered me an incentive to stay until mid-July. Mid-July my mom passed away. The company has been great with me taking ti...
According to our financial advisor we’ll have about $900,000 when we’re 94! I doubt we’ll live that long though. He also said we’re actually “under spending”. My husband wasn’t happy that he said that...
With life expectancies rising, 65 is no longer the finish line. Here are the questions you should ask yourself and resources for finding your next act.
I'm a dues-paying member of my residency program's union. Here are the best parts (and the disadvantages) of joining a union. The post 3 Advantages (and 3 Disadvantages) of Joining a Union in Residenc...
Before it reaches younger heirs, $54 trillion will move horizontally to surviving spouses. Here is how to prepare.
Learn how to read your annual Medicare notices, track critical deadlines and choose the right health and drug coverage before the December 7 deadline.
I've heard that as you age and retire the stages are: Go Go! Go Slow... No Go Since on this board everyone retired at 59+, did you travel and do a ton early on...GO GO? When did you start to slow down...
Just curious if anyone knows of a travel company oriented towards active seniors interested in traveling to less touristy locations. One that emphasizes some outdoor adventure and local immersion as o...
Two years after Hurricane Helene hit his hometown, Earth Equity Advisors founder Pete Krull argues advisors need franker conversations about where clients invest and where they retire.
Once both our children began school full-time in 2024, my wife and I had more breathing room. At least six hours a day of free time. No more wrangling toddlers in the chaos of the early years. I used ...
From no-contest clauses to security protocols, advanced planning can get ahead of family disputes before they start, making it easier on your loved ones after you're gone.
Capital calls are usually submitted because something has changed or has gone wrong with a real estate investment. How should you respond? The post Should You Meet the Capital Call? appeared first on ...
Wow, how about that stock market? It’s a phrase we keep having to dust off and use again, as the years go by and the market keeps surprising us. When it crashes, some of us worry because we see our re...
About three months ago, I decided to actually give physician expert witness work a shot. It was something that had ... Read more
What if the thing you spend 90% of your time planning for before retirement becomes the thing you think about least once you get there? Fritz Gilbert of The Retirement Manifesto joins us to explore th...
A high-profile tax case is shining a light on how the IRS may view certain estate planning strategies.
Retiring early sounds like a dream, but it can quickly turn into a financial or emotional nightmare. Here are eight signs you might be quitting too soon.