Curated articles and podcasts from trusted financial experts and real retirees.
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As I age, I find my ability to handle stress has diminished, and my reaction times probably have as well. Both of those things make driving more nerve-wracking to me. I need a solution because I don't...
I'd love some thoughts on my situation. I just turned 69, widowed since 52. Have always worked full time and still do, always for small companies so no retirement plans. Husband passed 15 years ago. I...
I've been retired for 7 years and enjoying retired life completely, and while describing work as fun seems weird, I do miss parts of my old job. Now, there's an opportunity go back as a consultant for...
Retirement can be nerve-racking, even if you're good with money. Rebuild your confidence by learning how retirement income, investments and taxes work together.
The math behind the 60/40 split has changed, while options for investors have increased. Why not broaden your portfolio to move with the times?
Sotelo Avenue in Forest Hill is the most prestigious street to own a home in San Francisco. I know. Someone on Broadway just spit out their $28 espresso. Stay with me. For 25 years I've watched San Fr...
Keep your relationship thriving in your golden years by aligning your money with your shared dreams.
Rather than formally retire, Serena Williams sought an "evolution."
When "The Real Housewives of New York" star's husband passed away, Medley found herself in charge of overwhelming financial details. How can you avoid that?
Retirees flock to Florida for tax breaks — but hidden costs from HOA fees to high insurance — can quickly break your retirement budget.
REITs can offer high dividend yields and passive income for retirees, but they come with risks. Do real estate investment trusts belong in your portfolio?
I "semi-retired" in early 2025. I've continued working 20 hours a week for my former employer as an independent contractor on a 1099. After working for 40 years, I was "institutionalized" (reference t...
I was really struggling with when to tell my boss (and friend) of 19 years that I was planning on retiring at the beginning of January.. and then he called a meeting to talk about future goals and a p...
Howdy. I’m still employed full time at almost-80, and planning to retire at that age. I’m single; my wife of 50 years passed a year ago. I’m currently trying to get my ducks in a row…. Dealing with th...
I've been retired for several years (I am older) and have enjoyed a peaceful life. I love birdsongs am fine with ambient sounds, and have an active life with socializing, exercise, book group, gardeni...
How six Americans picked retirement spots ranging from Mauritius to France. Start your own search with Forbes’ list of The Best Places To Retire Abroad in 2026.
Forbes has picked 96 top retirement spots in 24 countries around the world based on costs, quality of life, healthcare, climate change and how welcome U.S. retirees are.
I critique the popular investment strategy known as Risk Parity, noting that it is filled with misconceptions and inefficiencies. The author argues that recent performance has been disappointing, espe...
Public Service Loan Forgiveness is still exactly what it was in 2007. Anyone who works for a qualifying employer and ... Read more
SAVE is officially dead. A federal court entered judgment back in March, ending the plan for good, and loan servicers ... Read more
Learn how the type of investment account you use can influence tax efficiency in retirement and why thoughtful planning may help improve long-term financial outcomes.
I’ve tried to come up with all the pros and cons but maybe I’ve not thought of everything? My husband just retired and I have one or two more years left. We live up north near children and grandchildr...
There are layers to freedom, and most of us only ever peel back two. The first layer is breaking free from your parents. Some people manage it the summer after high school. Others are still depending ...
Do you know why dividend stocks are such a key part of investment portfolios? Answer these seven questions to find out.
Here's a framework for judging popular tax strategies by their effort-adjusted return to help determine if a tax strategy is right for you. The post Which Tax Strategies Are Actually Worth Your Time? ...
Of Dollars And Data focuses on personal finance using data analysis. Nick Maggiulli is the Chief Operating Officer for ... Read more
Episode 529 00:00 Introduction 00:48 Chinese Technology Threat 04:47 Lower Tech cost means more use cases: Technology lowers incremental cost 07:00 Technology is becoming a Utility 11:20 Is this a Tec...
These facilities provide care and companionship for those with dementia or other health conditions.
Retirement investing is all about discipline. Pick a strategy that’s optimized for maximum returns and lowest cost, then deploy it, and let time compound your wealth. Many DIY investors choose a passi...
Investors are increasingly turning toward the stability and attractive yields of Treasury securities and specialized bond ETFs to protect their capital.
Hi, I am 60yo married looking to retire within the next couple of years. My house is paid off and per Zillow would likely sell for around $1M. I live in Seattle. I had a recent realization that I coul...
Before I retired I made this long list of things I always said I'd do "when I have time." Now I have the time and honestly I don't know where to start. When I was younger I used to watch kids doing st...
Federal Reserve, JPMorgan, and Boldin’s own planning data point to the same story for millionaire retirement spending. Here’s the math. The post Millionaire Retirees Spend $70,000 to $120,000 a Year. ...
For a couple, Fidelity’s 2026 estimate climbs to $371,000. Here’s how costs break down, and what could make your own retirement different. The post Retirement Healthcare Now Costs $185,500 on Average....
An overlooked section lets defined contribution plan participants use funds to pay LTC premiums without early-withdrawal penalties.
Photo by Andrew Keymaster on Unsplash Earlier this year I was getting a flood of concern over how dominate the tech/AI sector had become in the S&P 500, and by extension a total market ETF like VTI. I...
I got an email yesterday, and I suspect all of you who use Vanguard received the same. It’s rare for me to write within one day of something happening, but […] The post Vanguard’s Security Audit – Wha...
An interview with Jeff Wingate—president of Rate Insurance—where we discuss how home, auto, renters, and umbrella insurance work; why homeowners insurance premiums have risen so sharply; and how to ma...
Take The Assessment: SoundRetirementScore.com In today's podcast, I want to share a brand-new tool we've created to help you evaluate whether you're on track for retirement. Many people think retireme...
A research‑driven checklist of three Money & Happiness Green Zones to help you gauge retirement readiness and potentially find your next best financial move.
Bill Bengen's famous retirement withdrawal rule got an update last year. Here's what changed, and why the number isn't one-size-fits-all.
Learn what families need to be aware of when following the FIRE movement.
Wegovy, Ozempic and Zepbound have positives beyond weight loss – and Medicare’s change could accelerate the benefits.
Test your financial skills with this 10-question CFPB self-test and see how your score compares to the national average of 50. The post Financial Skills Self-Test: Can You Top the National Average? ap...
Not sure if you're ready for the next step? Consider these indications of retirement readiness and see if you're more prepared than you think.
A new CMS program finally brings Wegovy and Zepbound within reach for seniors. But a hidden rule about your deductible could cost you thousands.
Don't get hit with a higher tax bill just when you've lost your spouse. You can deal with it once the worst has happened, but it's far better to plan ahead.
See full results from our retirement travel survey. Most surprising? For many people, it is not a money question. It’s primarily about time. The post Retirement Travel Survey: Financially Confident Re...
Has anyone here either moved to New England or relocated within New England for retirement? I lived and worked on Boston's Northshore for 35 years and miss it during the summer and fall (not so much i...
Hi everyone, My wife and i are hoping to retire in about 7 - 10 years, ultimately my question is have I forgotten anything important in my calculations. My wife will retire with a full pension and i w...