Curated articles and podcasts from trusted financial experts and real retirees.
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In this week's Wealth Wise advice column, experts explain why you don't have to play it safe if your income is secure and you're investing for your heirs.
Inflation, volatile markets and news from the Middle East have many feeling the need to make changes, but acting on impulse is unlikely to lead to success.
Don't surprise adult kids with a complex estate plan. Prepare them to handle family wealth by teaching them smart financial habits from an early age.
Rising costs for long-term care can pose a major risk to retirement security, but advisors can support clients and caregivers plan ahead and protect their financial security.
Dolly Parton had hundreds of millions of dollars, sophisticated estate planning, and a plan for what would happen after she was gone. Yet conflict still followed her death. In this episode, we look at...
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/15076a ======================= You saved well. You invested well. You built $2 million or more. But the habits tha...
Today, I'm excited to welcome Dr. Lorraine Besser to the podcast. Lorraine is a philosopher and author of The Art of Interesting: What We Miss in Our Pursuit of the Good Life and How to Cultivate It. ...
From healthcare logistics to social ties, here's why staying in my longtime home won out over a tropical move.
Retirees could take advantage of better yields on cash and annuities while paying down variable debt and navigating a tougher housing market.
Women can find it hard to take center stage in their own retirement plan. Here's how to take care of those you love while building a life you love, too.
Your financial plan may need to support you for 35 years of retirement, not 25. Here's how to redo the maths on withdrawals, inflation and lifetime income.
You don't need to have retirement figured out before you FIRE. Why giving yourself permission to do nothing might be the best way to start early retirement.
Required minimum distributions can be used as a tool to help lower your tax bill, smarten your charitable giving and keep your retirement strategy on track.
AI chatbots can offer quick retirement insights, but can also provide outdated figures. Always double-check their advice before making financial decisions.
The 10-year Treasury is paying its highest yield since 2002, and Pimco, BlackRock and Barclays are telling investors to lock ... Read more
At some point, you might find yourself short on money with no obvious way to fix it. You'll have a plan. You'll have strategies. But you won't know exactly where the money will come from. That's where...
Episode 536 00:00 Introduction 01:45 – Market Resiliency & Normalizing Rates 04:15 – Historical Rate Regimes (Post-WWII to 1970s) 07:30 – The Natural Rate Benchmark & Nominal GDP 10:00 – Economic Bene...
Episode 535 00:00 Introduction 02:09 2017 comparison to today’s market 04:03 Planting a Garden Portfolio 06:32 Netflix Potential 07:23 Canadian Pacific Kansas City 08:08 Utility Stocks 09:04 Nucor 09:...
These core estate planning documents will spare your loved ones from court hassles and help ensure your financial and medical wishes are carried out.
Accumulating tens of millions in a mega-retirement account is impressive, but preserving that wealth across generations requires moving beyond standard IRAs.
So I’m turning 65 in a couple of months. I’ve worked for 50 years. I have enough to retire on. My health is good but not great. When I told my family I was as thinking of retirement they were not supp...
As readers of this sub, in retirement and retirement planning we are familiar with the term, "Go-Go Years, Slow-Go Years and our No-Go Years." As a description of averages, it's not wrong. Most people...
I was planning to retire next year but my position was eliminated at the end of September. I’ll be turning 61 early next year. When I tell people I might just retire and not get another full time posi...
Now that I’m retired and no longer have W-2 income, how should I answer the question about income on something like a credit card application? Right now, my income is pretty much whatever I decide it ...
I'm 69 and retired a year and a half ago. My husband is teaching part time. Life isn't as satisfying as I'd like. I've done some house projects, getting back into art, reading more, and a bit of trave...
If you work past age 65, assuming you can delay signing up for Medicare can lead to permanent penalties and costly coverage gaps. Here's how to avoid that.
Let's think about if becoming an S Corp would be a a great cost-saving measure for you or if it would be an unnecessary and costly election. The post When an S Corp Saves Taxes and When It Doesn’t app...
Many doctors might not be getting big chunks of money they've earned, due to complex coding rules. I used to be one of those people. The post Getting Full Credit for the Work You Already Do (and Getti...
Talking with hospice physician, author, and podcaster Dr. Jordan Grumet about how third parties that provide no direct patient care are extracting enormous profits from the system. He and Dr. Jim Dahl...
So much of our energy has been focused on getting rid of our student loans, and we often dreamed about our doctor house. We're still waiting. The post We Still Don’t Have the Doctor House We Promised ...
You don't need a million dollars to transform your finances and set yourself up for retirement.
Receiving an inheritance in your 50s or 60s? Find out how to use the Great Wealth Transfer to buy back your time, pivot careers or fund family memories.
Joy Taylor answers questions from readers on federal and state estate taxes.
David Booth’s Stay Calm lays out the latest, highly convincing case for sticking to indexing and doing less as an investor. The post The calming genius of passive investing appeared first on MoneySens...
Medicare Open Enrollment for Part D drug plans in 2027 looks to mean fewer plans and higher premiums.
When I first heard about the Trump accounts, my first questions were: Is this a trick? Is this a scam? Is this thing designed to steal people’s money and put it into TrumpCoin? And apparently, I wasn’...
The IRS proposed rules that would let donors gift stock to Trump accounts and request comments on the strict minimum holding period for beneficiaries.
While rollover assets increase with retirement savers' age, many rollover transactions occur well before retirement, according to new data and a panel of six experts. For financial advisors, that pres...
Forbes' expert personal finance contributors explain how Trump Accounts work, their benefits and trade‑offs.
What if retirement isn't the end of your story, but the beginning of one of its most meaningful chapters? Best-selling author Bruce Feiler explores how to rediscover purpose, identity, connection, and...
Even wealthy pre-retirees worry about financial security in retirement. That's because peace of mind requires an income strategy, not just a high net worth.
Thankfully, not all the money you receive in retirement is subject to federal income tax.
Hospice is often viewed as a surrender or a last resort for a loved one's final days. In fact, it can be taken up sooner, improving life when time is limited.
Peter Lazaroff, Chief Investment Officer of PlanCorp and author of The Perfect Portfolio, joins Roger to explore what makes a portfolio “perfect.” The answer isn’t a mathematically optimized portfolio...
In a recent podcast, I talk with Robert Espinoza, the founder of The CareWorks Project, about his mission to improve the quality and delivery of long-term care. He points out that our current system w...
Social media and online communication have made it easier to connect with family and friends, but it's also opened up new ways for criminals to access your hard-earned money. On this episode of the Fi...
Most investors need growth assets to help their retirement portfolios stay ahead of inflation.
A tax planning strategy that combines direct indexing and tax-loss harvesting could help retirees minimize what they pay Uncle Sam and keep more of their wealth.
Higher estate tax exemptions may be presented as "permanent," but relying on tax rules to stay the same — and not regularly updating your estate plan — is risky.
You can secure your children's future without giving them unrestricted access to a windfall. Protect your legacy from poor decisions and creditors.