Curated articles and podcasts from trusted financial experts and real retirees.
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In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on qualified charitable distributions (QCDs)....
Your retirement planning needs a longevity check, according to a new study. Here's what you can do....
You’ll feel better if you address a top source of stress for pre-retirees and retirees—worry about your finances....
The Best Places to Retire List identifies the top retirement spots in America. These destinations are based on quality of life and affordability, including housing costs and state taxes....
Forbes editors use lots of metrics to pick the 25 top retirement places. This couple used a 64-foot-long boat and landed at one of our picks: The Villages, in Florida....
Let me tell you a secret about Mother’s Day. It’s not real. It’s a made-up holiday invented by marketers — ... Read more...
I love my job and I love my wife. Can't I have both?...
If you're among the 2% of the population with both a pension and $1 million or more saved, you're in a unique yet complex position as you approach retirement....
If you continue on your current course will you die with much more money than you had the day you retired? What I mean is, will you have more $ (American centric question, but Euro and other residents...
This data comes from my iPhone and Apple Watch. I had a very strict schedule (manager) when I was working so I had to be at work between 7:30 and 8:00. Once I retired after 60+ I continued to track my...
So I was married for 25 years, 15 of those years I was the care giver and really didn’t work. I am now divorced for 2 years. I’m 1.5 years away from collecting full SS payments, my ex made...
Volunteering in retirement is appealing. More than ever, workers over 50 are seeking a second chance at purposeful work. Get tips here! The post Volunteering in Retirement: 6 Tips for Making an Impact...
If you are filing for your Social Security Retirement BEFORE your Full Retirement age, PLEASE keep in mind there is an Earnings Limit on how much you can make and not have some of your benefits clawed...
This week, we continue our Process Over Panic theme by focusing on how to take back control in uncertain times. Learn how to shift your energy toward what you can control—and let go of what you ...
With so much talk about the future of PSLF, many young physicians who are counting on loan forgiveness are nervous. Here's what you can do. The post The Case for Ending PSLF — And What You Shoul...
With barely months to go before I achieve 35 years with my current employer, I’ve made the decision to call it time. I’m a 61M in Australia working in program management. It’s been a...
Steve Chen and Sam Dogen explore the power of compounding, the value of real estate in wealth-building, risk tolerance, and money mindset. The post Podcast 94: Millionaire Milestones – Building ...
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence. The post Podcast 93: Five Years Later – White Coat Wisdo...
You’ve probably come across people who act like financial experts, until they say something that instantly gives them away. It doesn’t take much. One comment about taxes, cars, or credit c...
Answering reader questions about tax-loss harvesting, tax implications for changing your 529 beneficiary, gift tax rules, tax withholdings, and the home office deduction. The post Get Your Tax Bill Do...
To celebrate the launch ofMillionaire Milestones: Simple Steps To Seven Figures, I want to share how you might feel and what you might do as you hit various levels of wealth. Perhaps by sharing, I'll ...
If you have a chronic illness, you know that the proper care can be expensive and, in many cases, lifelong. Here's how to get the healthcare you need in retirement....
This financial professional's mom helped him learn that financial security is more than making money — it's about cultivating a mindset that will help you stick to an investment plan even when t...
An estate planning attorney notes that an oil executive’s billion-dollar divorce could have turned out very differently if the couple had had a premarital agreement and the executive had used as...
The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say there are alternative strategies that may be better solutions....
Learn about the benefits that become permanent features of Medicare in 2026 and how they have been changed or updated since their inception....
Annuities are popular, but they are also confusing. Unscrupulous brokers take advantage of that....
Create an emergency envelope with key medical data (medications, allergies, medical history) and legal documents (health proxy, living will) to be available if you or a member of your household has a ...
Wondering when to start saving for retirement? Here’s what to know about timing, accounts, and how to catch up if you’re starting late....
Among the ideas on the table: Simplifying the benefit structure and switching from a cash benefit to one that reimburses people for their out-of-pocket expenses....
A new bipartisan bill could mean bigger retirement tax savings to offset taxes on Social Security and high prices....
Today we answer a question from Cathy about helping aging parents in California navigate care costs, preserve limited resources, and explore options like pro bono legal support. Although this show doe...
Matt Wilson, Chief Investment Officer and President of Keen Wealth, sure had a lot to work with when he put together his 2025 Q2 Market Update Webinar! It's been an eventful few months for the economy...
FROM THE ARTICLE: How Social Security Became a Baby Name Influencer. Storing more than a century of American IDs, the program’s database is a go-to resource for cultural historians — and a...
It's tempting to dip into your 401(k) at 55. But beware — you may rue that decision later. Here's what to do instead....
Hi, I apologize if this question has been asked & answered before, yet my search of posts was not successful. I also searched the SSA website yet still could not find a direct answer, e.g.,GN 0020...
Residency comes with unique financial challenges. Still, renters insurance is an affordable and practical protection that is much needed. The post Life Changes and Renters Insurance Needs: How Residen...
Beyond the Pension: A Guide To Building a Profitable Business in Retirement...
How to Automate Your Savings with the 52-Week Challenge and Micro-Investing Apps...
Top 5 Best Places to Find Mystery Shopper Jobs in 2025...
![How Much Does Doordash Pay? Is Doordash Worth It? [2025
Guide]](/postImages/postImage14137.png)
How Much Does Doordash Pay? Is Doordash Worth It? [2025 Guide]...
Skills get your foot in the door. Behavior decides what happens next. It’s not always the smartest or most experienced who move up, it’s the ones who consistently show up with the habits t...
“You’re only renting because you don’t have kids.” “Your lifestyle doesn’t work for families.” “You’ll change your tune when you have a baby.&rdqu...
The 'Rule of Four Futures' plans for the retirement you expect — and the ones you don’t. Because 'you don't get to choose the curveballs life throws you.'...
Getting divorced later in life can be a big financial blow, especially for women. But, as this financial adviser points out, it can also serve as a positive turning point for growth and independence....
We’ve talked about physician burnout before. It’s an unfortunate side effect of how the U.S. healthcare system currently functions. It’s ... Read more...
You’ve RSVP’d yes. You’ve booked the hotel, bought a pastel dress you’ll never wear again, and Venmo’d $187 to some ... Read more...
Older people living alone as they age face challenges. We can learn from them what works to create a satisfying life and what to avoid....
Social Security beneficiaries may welcome the withholding rate reduction, but financial advisors say the back-and-forth policy changes threaten to erode public confidence in the agency....
This may be a dumb question, but is the net present value of the annuity, regardless of whether you retire at 60 and start payments immediately or retire but defer the start (e.g. 65), always the amou...