Curated articles and podcasts from trusted financial experts and real retirees.
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Market volatility is a recurring event with historical precedents (the dot-com bubble, global financial crisis and pandemic), each followed by recovery. Here's how people who are near or in retirement...
The initial set includes six alternative funds with exposure to private equity, private…...
President Trump is expected to sign the bill into law ahead of his July 4 deadline...
Recordkeeper advocates for responsible access; highlights growing worker interest and…...
Rather than focus on past priorities like lowering plan fees, employers are zeroing in on…...
In this weekend’s Kitces.com Weekend Reading for Financial Planners (July 5-6), Adam Van Deusen discusses three articles concerning the importance of selecting reasonable lifetime planning perio...
Forensic consultant Paul Sippil explains little-known costs for business owners and plan participants and what you can do about them. When it comes to retirement planning, one of the most overlooked a...
Skyrocketing costs and shifting priorities mean people are packing up and leaving some cities and states in droves, while others are flocking to more affordable or lifestyle-friendly destinations....
The passage of the One Big Beautiful Bill Act will affect plenty of doctors when it comes to income, taxes, healthcare, and student loans. The post How the ‘One Big Beautiful Bill’ Act Wil...
Congress just passed a $4.5 trillion tax package that’s being called the “Big Beautiful Bill.” Behind the nickname is a massive overhaul of how Americans earn, save, and get taxed. M...
You don’t need a degree to hit seven figures. In fact, some of the most reliable paths to wealth come from jobs that involve tools, trucks, and trades. This gallery highlights blue collar career...
Forget FOMO. FOGI — Fear of Getting In — is the feeling you need to learn how to manage so you don't miss out on future investment gains....
Even if you’ve been collecting benefits for years, you may have more to learn....
A FAANG-focused breakdown of the One Big Beautiful Bill (OBBB). What actually changes for high earners, W2 employees, and FIRE planners....
Side products no more, life insurance and annuities can make financial longevity possible for clients at all AUM levels....
Saving more and spending less — all while finding joy. Americans are walking a balance, but doing it confidently....
For years, $1 million has been a benchmark for retirement savings, but can it last through the golden years? That depends on several factors, including state of residence....
Almost one in three (31%) Americans with student loans have noticed an increase in their monthly payments in the last six months, according to new research from Empower....
From in-home chefs to curated spa getaways, travel companies are redefining vacation convenience at a click....
What makes a millionaire? There are many paths to financial success: from 401(k) millionaires to savvy planners, these insights reveal how wealth is built and sustained across the U.S. and around the ...
Increasingly consumers are putting their money where the memories are, investing disposable income in authentic experiences that resonate emotionally....
Proposed law would automatically enroll some people in Medicare Advantage plans and lock them into that plan for 3 years....
Bad investments don’t come with warning labels. They come with smooth talk, fake urgency, and “too good to fail” promises. Even smart investors lose money when they ignore the red fl...
You’ve got your tax-free Roth accounts and your tax-deferred retirement accounts. Should you invest the same way in each? Kevin in Denver wants toknow. Jim and Pam in Orange County are eligible ...
Here is the average 401(k) match and the top 20 companies as measured by their match policies. A generous 401(k) match provides a more secure retirement....
Financial advisers need to be strategic when they communicate with clients during market volatility. The goal is to not only reassure them but to also help them avoid rash decisions, deepen your relat...
This digital currency is gaining momentum based on its potential for greater stability, and pending legislation may help boost it into the consumer mainstream....
Autonomous driving expands into new cities like Atlanta and Austin, as partnerships look to fuel faster growth....
The summer onslaught of deals is here. Prime Day 2025 kicked off at 12:01 a.m. PST on July 8 and ... Read more...
Discover 10 relaxing ways to enjoy summer in the Lake District, from scenic walks and lake cruises to afternoon tea with mountain views. The post Top 10 Ways to Experience the Lake District This Summe...
Here’s what’s really happening with taxes on Social Security benefits under Trump’s new tax plan....
The Centers for Medicare and Medicaid Services (CMS) will implement prior authorization requirements for certain traditional fee-for-service Medicare services in six states starting next year....
Not all college degrees lead to big salaries. The hard truth is, passion alone doesn’t pay the bills, and certain majors fall short financially, even decades after graduation. In this gallery, y...
Wealth rarely shows up all at once. It usually builds quietly in the background while everyone else is chasing shortcuts. The difference isn’t luck, it’s consistent habits repeated over ye...
trends and policies are happening to Social Security that suggests the agency is becoming more politicized...
Cash balance plans offer business owners and high-income professionals a powerful way to significantly boost retirement savings and reduce taxes....
The Big Beautiful Bill changes your estate planning. What should you do now? What is different? More access (SPATs and DAPTs), more flexibility, non-grantor trusts....
This was my first attempt at short-term trading, trying to take advantage of market volatility with a strategy to score some quick cash. The post The Emotions Behind Short-Term Trading: The Other 5% o...
A provision in Trump's tax and budget law gives seniors 65 and older a new deduction that offsets Social Security taxes for most retirees. While it helps many keep more money, it also accelerates the ...
I haven’t watched the Oscars in years, but somehow I always know who slapped whom, which deserving actor got snubbed, ... Read more...
Recently turned 60 and choose to still work even though I do not need to. My spouse and I came from homes where saving and planing for the future were a priority. We both started saving and investing ...
Retiring at 58+ in about 35 days on a defined benefit pension and deferred comp. Will start taking SocSec at 62!! To avoid a big repair later when "fixed income" is in full effect, I've been toying wi...
I retired in March of 2024 and decided to go back to school to take a photography class at my local community college. I enjoyed the class so much that I enrolled in another photography class for the ...
Just wondered if anyone had fallout from relationships due to retirement circumstances. For example, I had one "friend" my age who says they cannot retire and is still working. This friend has divorce...
Ive been retired for 6 years and wasted away with laziness. Remember Leave it to Beaver? My childhood sucked. I’ve always wanted to have the LITB house organization. I want to have all the crap ...
I am retiring on 7/31 and have already transferred the bulk of my 401K to a qualified IRA at Schwab. However, I still have about 1/3 of my qualified savings in my employer's 401K program and it's 100%...
Gen Z is stepping into the workforce, but many aren’t staying long. Managers across the country say they’re firing younger workers faster than ever. In this gallery, we’re breaking d...
Many caregivers are drained emotionally as well as financially, leading to depression, burnout and depleted retirement prospects. What's to be done?...
Money and health are important, but don’t overlook the need for relationships and social engagement....
1. Meeting In Person After Years of Virtual Friendship Kathe and Barb finally meet after years of online interaction. Barb celebrates her 45th wedding anniversary and plans the trip near Kathe. The lo...