Curated articles and podcasts from trusted financial experts and real retirees.
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ProFeds Founder, Chris Kowalik, compares Early Out offers, Cash Incentives, and Discontinued Service Retirements. KEY TAKEAWAYS: Tools available to agencies during a Reduction-in-Force Explanation of ...
With the NHR benefit retiring and pension taxes increasing, you might rethink your retirement plans in Portugal....
Although age is important, it should only be one of the factors that you consider when determining when to file for Social Security benefits....
Do you live in this New England state with the heftiest check? Your Social Security benefit can be affected by where you live....
Portable Retirement Plans allow employees to take their retirement savings with them when they change jobs without losing their accumulated savings....
As you pass through each decade of working life and build wealth for retirement, watch out for the financial traps that can hinder your progress....
Now that WCICON25 is officially over, let's go behind the scenes while I tell you some of my favorite stories from the conference. The post Highlights and Behind the Scenes Stories from WCICON25 (Wher...
As discussed in previous posts, your Funded Status is an easily calculated, robust metric used to measure your financial health in retirement. Measuring and monitoring your Funded Status annually can ...
Ever check your bank statement and wonder where your money went? Companies are experts at sneaking in fees you don’t even notice. These aren’t big, obvious charges. They’re tiny, rou...
Thank You for Making Our Conference a Success! On behalf of our entire team, we want to express our sincere ... Read more...
What's the point of all these income strategies in retirement? Let’s look at the risks and benefits of some and why you might consider them. The post Retirement Income Strategies — And Her...
With fears of a recession rising again largely thanks to the Trump administration’s aggressive policy measures—tariffs, spending cuts, aggressive layoffs, and an increasingly combative tra...
Frugal living gets a bad reputation. People hear “frugal” and think of extreme penny-pinching, boring budgets, and saying no to everything fun. That’s not the reality. It’s abo...
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2) —One in three youths who age o...
To read on Yahoo Finance, Click Here Salt Lake City, Utah, March 4, 2025 — One of the most comprehensive retirement planning books is celebrating its latest edition with an…...
If the Social Security Trust Fund runs out of money in less than 10 years… When is the optimal time to file for your benefits? Don’t miss the latest episode…...
Living in Brazil offers affordability, magical rainforests, and a lively beach vibe. It is a great retirement landing spot — but do your homework first....
Tax loss harvesting is a strategy that can help minimize taxes in your investing plan. In this post, I asked ... Read more...
Just because you don’t anyone to leave your money to doesn’t mean you shouldn’t plan for what happens to your estate when you die....
Life will inevitably throw challenges at you as you get older. But making a flexible retirement plan — and monitoring it regularly — can help you overcome them....
If you can't stand the chaos, maybe you can walk off into the sunset of retirement. Here are some thoughts on how to figure out if that would work for you....
The most complicated routine question for investors is the annual dilemma about Roth contributions and conversions. Here's what to know. The post Should You Do a Roth Contribution or Conversion? appea...
I’m looking to retire at the end of 2026 (hopefully not get retired this year) and just starting to plan the financial stuff. I got wiped out in divorce at 48 so very proud of myself for even be...
I am 65 YO and currently working. My previous job had a pension. I received a letter saying I am now eligible to draw that pension. Can I draw from this pension while still working? Should I ? Backgro...
Recent home sales data isn’t likely to lift the moods of buyers or sellers navigating a very challenging market, but there are signs of new life as spring nears....
Spending on home renovations is expected to reach $509 billion in 2025, signaling that U.S. homeowners may be slowly but surely expanding the size and scope of home projects....
Have you ever wondered just how much of your retirement savings actually belongs to you and how much goes to Uncle Sam? In this episode, Ryan Thacker and Tyson Thacker…...
Are you aiming to be rich in retirement or simply ensuring you won’t be poor? In this episode, Ryan Thacker and Tyson Thacker tackle the pivotal question: Should your retirement…...
Luxury labels aren’t just making a statement on the runway — they’re bringing their signature style to the dining table with high-end restaurants serving as an extension of their bra...
I started an application - never completed or submitted it and never received benefits (though I have a number for it) and it needs to go in by early May to be processed. I am thinking about withdrawi...
For Gen Z, the mall isn’t just a place to shop. It’s where real life meets the digital world....
You should check out the mega backdoor Roth tax-planning strategy. The huge life time tax savings can improve the health of your retirement income....
I gave notice to my boss that I will retiring in 30 days today. How long does it take for the reality to hit that I am winding up my career? I’ve been working in the financial services industry ...
Work used to be simple. You got a job, showed up, did the work, and got paid. That deal doesn’t look so great anymore, and young workers aren’t afraid to say it. The grind, the low pay, an...
Life used to be a lot more affordable. Our grandparents bought homes, raised families, and retired without drowning in debt. Millennials? They’re stuck with sky-high rent, student loans, and a c...
Discover the key strategies to win at 9 popular games and how these lessons apply to building wealth and financial security. The post Checkmate Your Money: How Winning Strategies from Your Favorite Ga...
You might be surprised to learn that paying off your mortgage may not be the right financial decision. Even if it is the right emotional choice. The post 4 Arguments for Retaining Your Mortgage in Ret...
Regularly reviewing the types and amounts of insurance coverage is essential for a comprehensive financial plan....
With its fate hanging in the balance, it’s a good time to remember the Consumer Financial Protection Bureau arose out of subprime mortgage scams like these. A mother who moved her young children...
Does your older parent or spouse need to hang up the car keys? It's one of the hardest transitions in aging, and there's no simple fix....
Your Medicare coverage can be disrupted or lost through your own actions or for reasons outside of your control. Don't let that happen to you....
The wealthier you are, the less price increases on groceries and cars will hurt you, but if markets dive or we enter a recession, that's a different story....
Picking the right investments at the right time can help ensure inflation won't flatten your retirement savings. Here are some tips....
Wow, what a difference a year makes! The last time I wrote about this topic for infants, Little MatchStick was only 4 months old. Now, at 1.5 years old, he’s like a totally different kid. Back t...
Social Security is not a Ponzi scheme, but it does have its funding challenges that need to be fixed....
Psychological research strongly suggests that realistic expectations can increase retirement happiness (and financial security too). The post The Key to a Happier Retirement? Lower (More Realistic) Ex...
I just wondered, how safe do you feel about your life now? I worry about people having access to my banking information through access to my social security account information. I'm worried they'll re...
Hypothetically if I am receiving $700 a month and my husband is receiving $1200 a month, my survivor benefits would be his $1200, and not his plus mine?...
FROM THE ARTICLE: What’s on my Social Security statement? It gives a personalized account of your earnings, benefits. By Andy Markowitz and Phil Pruitt, AARP. ➡️ Updated March 07, ...
There aren’t many negatives to FI life, but one of them may be this: It’s a lot easier to say Yes to all of the fun that comes your way. I’ve been home exactly one weekend this year....