Curated articles and podcasts from trusted financial experts and real retirees.
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I have been blessed with a good marriage, good health, and good finances at 67. But I find it hard to make new male friends. It was much easier when i was working and when in 20s thru 40. I do have ab...
Almost half of full-time physicians in the US feel burned out at some point in their career, and almost a ... Read more
Inheriting a portfolio isn't as straightforward as it may seem. Taxes, missed IRA deadlines and high fees can impact how much you'll actually receive.
I pondered the meaning of legacy this summer while watching my wife hold the hands of her mother for what was most likely the last time. The post End-of-Life Wisdom for Early-Career Doctors appeared f...
Retain connects law firms with board-certified physician expert witnesses across 25+ specialties for medical malpractice, injury, and litigation cases. You ... Read more
Do you really need a financial advisor in retirement? Jeremy Keil argues that the answer depends on a better question: What do you actually want a financial advisor to do for you? After reading respon...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC How do you buy a house as a young person, without wrecking your long-term retirement plan? That’s toda...
Today, I'm excited to welcome Ken Stern to the podcast. Ken is the founder and chair of the Longevity Project, host of Century Lives from the Stanford Center on Longevity, former CEO of NPR, and autho...
Doing everything to avoid Medicare surcharges (IRMAA) is tempting, but obsessing over annual premium savings can increase your total retirement tax bill.
Passing down assets can leave kids with a massive tax bill. This week's Wealth Wise advice column explores the strategies advisers use to leave an inheritance tax-free.
A revocable living trust is great for avoiding probate but won't shield savings from long-term care costs. Consider a Medicaid Asset Protection Trust instead.
Retirement savings stress often comes from uncertainty, not just your account balance. Creating a retirement plan, reviewing your 401(k) regularly, and getting professional help when needed can help y...
Your savings may have to go through probate if you don't name a beneficiary. Here's how to make it easier for your heirs to access the money.
Using a family limited liability company (LLC) can simplify family investments consolidating individual and trust accounts. A special tax election can avoid tax filings.
Is $3 million enough to retire? Retirement preparedness requires more than savings. Learn why your resources must be able to support the life you're planning.
For many years, my dad bought a lottery ticket every week. He wasn’t buying a ticket to win; he was buying a ticket to dream. The post The Price of a Dream appeared first on The White Coat Investor - ...
Exercise and a healthy diet matter, but experts say staying socially connected may be just as important as you age.
Hey Everyone! I just realized it’s been 30 years since I moved to Portland. Wow, that feels like a lifetime ago. In 1996, I graduated from UCSB and moved up ... Read more The post Wrapping Up Our Hous...
Episode 534 00:00 Introduction 00:13 AI Fearmongering 02:30 Regulatory capture Big AI wants to write the legislation 04:02 SaaS is Back 04:28 AI pandemic type fearmongering: flatten the curve & wear a...
While the 4% rule is a useful starting point, a lengthy retirement can't rely on a one-time calculation. This is why you need a personalized income plan.
Lawmakers are floating several ideas about how to shore up Social Security. One involves changing the annual cost-of-living adjustment.
My parents took meticulous care of their home and estate planning. But when it came time to sell their house of 54 years, all hell broke loose. Here are the five lessons I learned.
Bridging the gap between your vision of retirement and real financial readiness requires planning, adaptable income strategies and expert guidance.
I will go first. I have been with the same company for 25 years. I have seen many people come and go. One thing that stand out to me in my place of work is once you hit a certain age a target gets sl...
Kids aren’t quite there yet but we’ve always intended to help with the downpayment on their first home purchase. Is it a reasonable ask that they find a house that has or has space for an ADU? We’d co...
Are asset managers offering private markets in their own employees' retirement plans? Wilshire CRO Todd Cassler unpacks the liquidity, valuation, and recordkeeping hurdles advisors must navigate befor...
Building on its budgeting and benefits capabilities, the expanded AI platform now offers advice on tackling consumer debt and committing more to retirement savings
Deal will bring Vestmark’s institutional-grade trading, portfolio management and tax technology into Envestnet’s wealthtech ecosystem while accelerating development of AI-driven advisor capabilities
New “Withdrawal Optimizer” helps advisors determine where to source unexpected client cash needs while accounting for taxes, Medicare surcharges, investment holdings and other planning considerations
Pontera’s 401(k) Day roundtable has former DOL and CFPB officials exploring the reality of retirement accounts remaining siloed from personal investment management
Past returns tell us what happened. But they provide limited value for fund selection. Research suggests how those returns were generated likely tells us more than the returns alone.
Past returns tell us what happened. But they provide limited value for fund selection. Research suggests how those returns were generated likely tells us more than the returns alone.
Inheriting a house with siblings can raise questions about ownership, taxes and costs. Learn your options for selling, keeping or buying out the home.
Study finds Bank of America leads retirement plan providers for both website and mobile app satisfaction, while strong digital experiences are linked to greater participant engagement and retention
Edelman teams with ADP to offer integrated retirement plan administration for small and mid-sized employers, with personalized advisory services for participants
Past returns tell us what happened. But they provide limited value for fund selection. Research suggests how those returns were generated likely tells us more than the returns alone.
Workers who forgo the traditional career path find there are rewards — and challenges — to going out on their own.
Women's longer life expectancies mean their long-term care coverage should feature longer benefit periods, higher payout amounts and robust inflation protection.
On another thread someone mentioned selling their large home upon retiring and using the proceeds to rent an apartment. I've also seen posts of people selling their larger home and purchasing a condo,...
I am 57, and plan to work another 10 years or so. I've got a long history of managing my own portfolio but lately I've been shopping around for an advisor. One I talked to recently suggested I add a f...
I'm probably going to stop working at age 66. I'm curious about the idea of withdrawing from my IRA / Roth IRA after I stop work and delay SS until age 70. Im not married. Im not from a family that li...
See what Warren Buffett, Shaq, Jay-Z and Beyonce, Dave Ramsey and Suze Orman have to say about passing down wealth.
Today is National 401(k) Day, and a perfect moment to revisit retirement plans. Advisors can use these five strategies — from IRA rollovers to next-gen outreach — to help clients optimize their saving...
Loved ones want your memories, not your attic clutter. A new study reveals why less is officially more when passing down belongings.
Be careful with leverage risk. Yes, it can boost returns. But leverage works both ways. It can both magnify returns AND losses. The post How You Can Lose Your Entire Investment When Investing with Lev...
People use "financial independence" and "retirement" as if they're the same milestone. But treating them the same is where a lot of financial plans go sideways.
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/c8e6cf ======================= If you have a...
Receiving an inheritance can change your financial picture overnight. Before you spend or invest it, here's how to decide where the money should go.
The Postal Service has admitted it's running out of cash. Employees need to take charge of their benefit and retirement planning before their options narrow.