Curated articles and podcasts from trusted financial experts and real retirees.
Showing 50 results of 14943
Discover 10 of the best places to retire in North Carolina based on the state's retiree population, housing, cost of living and healthcare, and amenities....
Find out what dream destinations really cost to call home. Across the U.S., cities like Honolulu, San Diego, Phoenix, and Orlando attract those seeking scenic views, warm weather, and sometimes a slow...
You’ve probably seen the clips, Grant Cardone or someone similar pacing on stage, telling you to pull money out of your 401(k) to buy real estate. He makes it sound bold. Like you’re takin...
I get asked this all the time: “What percent of my income should I invest if I want to retire early?” But that question misses the point. There’s no golden percentage. No magic numbe...
The future of PSLF is currently unclear, so if you're thinking about trying to get your student loans forgiven, here are some alternatives. The post Beyond PSLF: The Top Student Loan Repayment Alterna...
Don't let required minimum distributions (RMDs) rain on your retirement parade....
Pulling money out of an annuity early can be a costly proposition. Here's how surrender charges work and one potential way around them — an annuity "ladder."...
It’s been another whirlwind week in the news, and I haven’t really been commenting on most of what the Trump administration has been doing because, quite frankly, I can’t keep track ...
Today’s announcement comes on the heels of President Trump’s Executive Order to make U.S.…...
Invesco research finds participants crave increased personalization, simplified…...
Agreement will bring AI-driven advice to HUB’s FinPath platform...
EBSA will release advisory opinions and information letters as part of program...
In this episode of "Rock Your Retirement," host Kathe Kline and co-host Barb are joined by special guest Angela Andrieux, a fine art photographer and photography coach who works with Mylio Photos. The...
Trump's budget-reconciliation package could change 529 plan rules as early as this summer. What does that mean for you?...
Social Security is under overt and covert attack. Though there are no dramatic cuts to Social Security being proposed, don’t be fooled—doing nothing is doing something....
The generous assumption isn’t just a mindset. It softens our inner critic, strengthens our closest relationships, and builds bridges where money so often builds walls....
Credit cards feel convenient, until they start costing more than they’re worth. Swiping becomes second nature. It’s quick, painless, and easy to ignore. That is, until the balance creeps u...
If the stock market dips when you retire, your portfolio may not have time to recover. But having a structured income plan for your retirement years can help....
Don't be scared about running out of money, be prepared. This financial professional explains how you can help take control of three critical retirement risk factors with a little planning....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here NAMPA, Idaho (CBS2) —Cassie Knudsen, a 96-year-old...
Husband and I are in the process of beginning to get serious about moving in a few months. We already have a realtor, know the area we'll be going to (same state, just closer to family) and will be us...
I'm 67 and retired. I'm withdrawing from one of my 401k's even though I don't need the funds to live on at the moment. I'm putting the funds into an investment account at Vanguard so my heirs will hav...
I am 58, retiring at 60. Have been deep down the rabbit hole on Roth conversions as I am 75% (1.4M) deferred, plus another 450K inherited IRA....got on the Roth accounts late, and was high income. I u...
As most of you already know by now, as of May 20, 2025 there is a new, updated version of The Simple Path to Wealth available. Indeed, it has already reached #7 on the New York Times Best Sellers List...
Learn how superagers defy cognitive aging. Who knows? You might become one too....
Today’s guest post is from Ms. FUnds who writes over at FUFIRE. She has had some tough times and her story is inspirational. Financial Independence (FI) means something different to everyone. Fo...
One of the I'm struggling with as a new retiree is that I've been very accustomed to feeling "productive" i.e. I'm doing something that is tangible and that results in some outcome. But now that I've ...
1st Saturday morning retirement coffee 5/27/2023 This photo was taken on Saturday morning, the day after my retirement exactly two years ago. I gave myself a toast. My first Saturday morning Retiremen...
You Once Wished For What You Have Now You fought for that residency. Got it. Then discovered you hate being ... Read more...
Catch-up contributions for your retirement accounts can be simple, but a few of them are more complex than you think. Let's break it down. The post Catch-Up Contributions: What You Need to Know appear...
If you want a house that looks sharp without draining your bank account, you don’t need a full remodel. A few smart updates can make your home feel fresh, modern, and dialed in, without the hass...
A financial professional explores the innovations that have reshaped our lives over the years — and what the next revolution, AI, could mean for your legacy....
I'm eight years into retirement. We're financially secure relative to our needs, and I know this is a high rent problem, but here goes... We have lived on a rural property for many years, and being a ...
I have no 401k's, no pensions and no stock, no financial advisor. We've always done everything with our own two hands. We've worked way beyond retirement to help our kids. I f(69) and spouse m(75). My...
Just that. I’m retiring in just a few weeks and I seem to be excluded from everything - every conversation, every good morning. It’s if I’m just not worth the effort anymore. I could...
A fundamental strategy for any U.S.-based DIY retirement planner is to accumulate as much retirement money as possible in a Roth IRA. Roth IRA contributions and conversions grow tax-free, and withdraw...
People find relocating to Japan worth the effort, as long as you can jump through those administrative hoops and be open to a flexible view of “retirement.”...
The government promise of an additional $4K of deduction for seniors at tax time does not go far enough to deal with SS and taxes. In 1983 when they started taxing SS income, only 10% of people receiv...
Once you retire is the prime time to ensure you leave a meaningful legacy, personally and financially. This financial planner suggests five steps to build a bridge between who you are and how you'll b...
Tuesday, May 20 - Monday, May 26, 2025 Most Commented score comments title & link 13 39 comments What do you look for in a retirement planner? Top Comments score comment 44 /u/Fantastic_Call_8482 ...
hello, I am helping my husband w/his SS benefits application. We started it online, but then paused it because it was too early to submit if he wanted benefits to start at age 70. So my question: His ...
Discover how to navigate retirement planning while raising a family. Tips for budgeting, saving for college, and protecting your long-term goals....
Here's how you should think about making sure you fund your retirement while also potentially saving for your kids' college education. The post Balancing Retirement and College Savings appeared first ...
There’s a reason life feels harder than it used to. It’s not just inflation or rent, it’s the fact that a lot of people hit adulthood without knowing how to actually be an adult. Boo...
Not every high-paying job requires a fancy degree or comes with a title people brag about at parties. In fact, some of the best opportunities out there are the ones no one talks about. These are the o...
Find out how to apply for Social Security. Applying for Social Security is very straightforward. The real trick is deciding when. Get the inside scoop! The post How to Apply for Social Security: Easy ...
Being an executor of an estate isn't easy, so you should do what you can to help them out. It can be as easy as making a list and being smart about your email accounts....
If you decide that an assisted-living community is right for you or your loved one, take these steps to make sure that its fees, services and quality of care fit your needs....
Losing your partner often means losing 30% to 50% of your household income. This financial adviser emphasizes that planning ahead and understanding the rules surrounding survivor benefits can help....
According to this financial professional, limitations on the proposed $1,000 deposit at birth highlight shortcomings in our retirement landscape, but the potential is there to make a big difference....