Curated articles and podcasts from trusted financial experts and real retirees.
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Remember when a night at the movies or a round of mini-golf didn’t feel like a luxury purchase? Those days are gone. Everything fun now comes with a price tag that makes you double-check your ba...
Boomers built wealth in a way no generation has since. They played the game when the rules were different, and they played it well. While younger generations struggle with soaring costs and economic s...
Saving money is a skill. Some people master it early, while others chase deals, clip coupons, and follow bad advice that does nothing but drain their bank accounts. The worst part? A lot of the so-cal...
Retirement is a difficult transition. Retirement Readiness is the key to making it easier. As I was preparing for retirement, I talked with some of my co-workers who retired before […] The post...
Making incorrect assumptions about tax brackets, tax-loss harvesting, charitable giving, estate taxes and more can cost you big-time in retirement....
While the law seeks to level the playing field for many federal employees, the sustainability of the Social Security system is now facing even more challenges....
A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that....
Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case....
GLP-1 drugs like Ozempic and Wegovy are already changing the way we age and manage chronic conditions....
Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement....
In the Year of the Wood Snake, consider looking to the snake's traits of being strategic, cunning and alert to help guide your finances this year....
A traumatic experience like the California wildfires reminds us of other losses we've endured. But simple tasks return us to the present and drive away despair....
Summary: Fresh off 5% “performance” related layoffs, Meta is making additional changes that will impact survivors....
I just had the weird experience of seeing two emails from Social Security in my "spam" folder. The first one titled "Help Us Slam theScam" seemed legitimate so I clicked the "it's okay" button. The se...
FROM THE ARTICLE: By Andy Markowitz, AARP. Published October 10, 2018. Updated December 23, 2024. Nearly 5.8 million people received Social Security survivor benefits in November 2024. These monthly p...
A reader asks: I’m 46 and plan to retire by 55. I’ve calculated that I’ll reach my retirement number in ... Read more...
Unless you are incredibly rich, it's highly likely that your vacation property is smaller than your primary residence. Having a smaller vacation property is a rational choice given you don't live ther...
Annuities are becoming more popular but if you choose the wrong one it could create a liquidity problem....
More money means more opportunities and financial stability for current retirees and future retirees....
One of a parent's biggest dilemmas is, "How can we best set up our kids financially without ruining them?" Here are five suggestions. The post 5 Ways to Set Up Your Kids Financially Without Ruining Th...
Michelle King replaced as acting commissioner by Leland Dudek after King refused to comply…...
Michelle King replaced as acting commissioner by Leland Dudek after King refused to comply…...
The expansion comes as the firm looks to also grow its collaborative initiatives...
New MissionSquare Research Institute study shows more than 80% of public defined…...
The partnership represents Vestwell’s third with the state of Vermont...
The latest news from Alliance for Lifetime Income, Creative Planning, HUB International, and more...
Semi-retirement can be a great strategy for improving your finances and lifestyle, but it will take smart planning to make it successful....
DOGE has limited "read only" access to data and will not disrupt or delay the disbursement of payments to beneficiaries, SSA Acting Commissioner Dudek said....
Assuming you have retired and figured living expenses already, consider ubering people around. If you do it in the day time, it shows you the life you may now be missing - as folk chat about whatever....
My husband [61] and I [58] plan to retire in 4 yrs when he turns 65. He is not concerned about the money/budget aspect of our early retirement, but I'm panicking we wont have enough to live on long-te...
I (63, s, m)have multiple chk/savings, 401k/IRA and brokerage accounts. Done as a way to budget in addition to giving specific purpose to each account. One is a Robinhood account that I use as an emer...
Today is my second snow day stuck indoors and I’m not digging it ;) Background; I work 6-7 days a week; some evenings and nearly all holidays and have done my entire career. I don’t partic...
Some of those reductions could explicitly target Medicaid long-term services and supports (LTSS), such as personal assistance at home or nursing home care....
Markets roiled earlier this year because of the short-lived Canadian and Mexican tariffs. Is this a harbinger of things to come or a budding opportunity?...
America is more financially divided than ever. The gap between the rich and poor isn’t just growing, it’s stretching into completely separate realities. Some are building generational weal...
Most people want high-paying jobs, but not all jobs that pay well are easy, popular, or obvious. Some take years of training, others have tough working conditions, and many just don’t get much a...
I’ve discovered an excellent product to help make data-driven decisions with our money. The software is called Lunch Money— an independent, female founder-led budgeting tool that makes the...
Happiness is easier than ever as you age. if you want to do a little extra to make sure you have a happy retirement, try these tips. The post 13 Surprising Tips for Increasing Your Happiness as You Ag...
What is financial success? Gen Z says $9.5M! Boomers get by with $100K. See how generational money goals compare to reality and what's needed to get by. The post Financial Success: What Each Generatio...
Women respondents to a CFP Board survey were likelier to be concerned about the ability to…...
Gen Zers were the least financially confident group, finds Thrivent...
Nominations open today for CFP Board’s new recognition program honoring champions of…...
Ron Surz says personalized products are not all the same. Personalization requires interaction...
Hello, My goal is to in April next year to semi-retire, mainly stop working for my current company. I want to take the 401K and my Rollover IRA and pull the money out and pay taxes upfront, and then m...
Growing older qualifies you for a variety of tax perks that aren't available to younger workers....
There’s a lot happening in the federal government, and American retirees could see changes in their budgets and benefits as a result....
The payment can be made online through the website or at the airport.As per the Frontier name correction cost, passengers are required to pay USD 75 to change their name on flight tickets 1-855 x 576x...
Episode 464: Last episode we discussed comparative advantage as it relates to the success of countries and corporations but the same concept applies to INDIVIDUALS. The problem that most people have i...
Taxes drain your paycheck faster than a bad investment. Most people assume there’s nothing to do but accept it, but that’s exactly how the IRS wants you to think. The tax code is complicat...
The Social Security Fairness Act retroactively reverses some 1983 reforms and increases benefits for some retired state and local government employees....