Curated articles and podcasts from trusted financial experts and real retirees.
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Relying only on portfolio income is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you?...
The stock market is nothing if not volatile these days. When it takes a dip, a well-managed, properly diversified portfolio could help you ride out the storm....
Prices keep climbing, and there’s no end in sight. Groceries, rent, gas, everything costs more, and budgets are feeling the squeeze. It’s easy to wonder if anything still holds steady. A r...
Taxes feel confusing when you’re just starting out. Forms, deductions, credits, it all sounds like a foreign language. Mess up, and the IRS might take more than its fair share. Get it right, and...
To read this story on KSL.com, click here. Millions of Americans are converting their traditional tax-deferred IRAs and 401Ks into tax-free Roth accounts. CNBC reported last year that Roth conversions...
It’s a good time for retirees to review their asset allocation and develop strategies that protect their total retirement income during stock market volatility....
Most people should consider having one or more trusts in their estate plans, but you must be aware of trust terminology and the basic concepts....
Economic uncertainty, inflation and the decline of workplace pensions have left growing numbers of seniors unable to leave their jobs. The post Why “unretirement” may be the fate of so man...
Your aging-in-place plan could benefit from the medical expense tax deduction. But watch out for capital gains and property taxes....
Tariffs are front and center in the news. Since most folks are, it’s worth giving a bit of background on tariffs and how they may impact your nest egg....
With about a month until Tax Day on Tuesday, April 15th, you should, ideally, have all your financial documents collected. It might be a good idea to check in one last time with your financial advisor...
FROM THE ARTICLE: Social Security to Withhold Benefits to Recoup Overpayments. SSA restores policy of cutting off payments to correct past errors. By Andy Markowitz, AARP. Published March 12, 2025. Th...
Rich people live in a different reality. What they see as everyday conveniences are luxuries most people can’t afford. Having things done for them, upgrading whenever they feel like it, and neve...
Answering reader questions about tax liability in retirement, Social Security tax limits, tax-gain harvesting in UGMA accounts, and whether it is important to do estate planning to avoid probate. The ...
Author and stand-up comedian Paul Ollinger shares how seeking a reasonably happy retirement makes for a greater sense of satisfaction....
? Show Notes In this episode, we explore the essential steps to setting up your retirement paycheck to ensure financial stability and confidence in your retirement years. Join us as we discuss the imp...
Are you confident that your retirement income plan will last? In this episode, Ryan Thacker and Tyson Thacker explore this critical question, helping listeners uncover often-overlooked strategies for ...
Rosemary’s husband is scaling back to 32 hours a week as part of his transition plan before switching careers. With Social Security in mind, she asks: Will this reduced income impact their futur...
My father did me the benefit of moving out of a big house and into a smaller condo when he turned 65, but that was only part of the picture. He was certainly not a hoarder, but he had So. Much. Stuff....
Six destinations for Americans to retire in Europe made it to a new report by International Living ranking the most affordable and desirable alternatives in the world....
A Breakdown of the FAANG FIRE Savings Prioritization Waterfall...
You may not be bound for Mordor, but Roth IRA pitfalls could upend your retirement if you're unaware of them....
Saving money isn’t complicated, but a lot of people still struggle with it. Paychecks come in, bills get paid, and somehow, there’s never enough left over. The problem isn’t always i...
Credit card rewards and travel hacking can allow you to spend more than you otherwise could. But there are a few potential downsides. The post How to Think About Credit Card and Travel Hacking appeare...
How Does Home Equity Fit Into a Financial Independence Strategy...
Get Paid to Read: Top Rated Book Reviewer Jobs in 2025...
What Industry Experts Say About Financial Strategy and Business Growth...
Looking to avoid running out of money in retirement? Consider longevity protection provided by a QLAC as a component of your retirement income plan....
A departure from closing locations, seven local Social Security offices will temporarily stop all in-person service and will only be available by telephone....
Unfortunately, the chances of another recession are increasing, largely due to the uncertainty set forth by the new administration. When uncertainty rises, we collectively tend to spend less and save ...
Elon Musk will have to either slash benefits for program recipients or fall far short of his goals for cutting government spending....
The economy is already showing signs of slowing: less hiring and possibly rising inflation....
After decades of dedication and hard work, retirement comes as a well-deserved reward, a time to finally prioritize the joys ... Read more...
Martin and Caterina in Green Bay are in their 40s and haven’t yet saved a million bucks. Are they on track to retire at age 58? Can Piggie and Kermit in California retire today at ages 50 and 57...
We're spotlighting women's wealth in honor of International Women's Day and Women's History Month. Join us as we dig into some of the stats surrounding women's financial empowerment. From the rising n...
Most people want to get rich, but few ever figure out how. Warren Buffett didn’t just figure it out, he mastered it. In 1999, when he was worth around $30 billion, someone asked him straight up:...
Some people get rich and stay rich, while others work their whole lives and barely get ahead. It’s not because they hustle harder, it’s because they play the game differently. The wealthy ...
Mastering Financial Independence Without a Degree...
Columnist Andy Markowitz is naive about Trump White House intentions. The opposite of AARP Calls to Action RE threats yo Social Security. AARP needs to be consistent, relentless and action oriented. T...
If you're dreaming of retiring early, here's what you can learn from others who've successfully accomplished that goal....
A really good thing - the amount was overpaid and now they are getting it back without waiting months or years. They are adhering to the 10% recovery for those notified before 03/27/2025 or whom are S...
Need a Strong Social Security Lawyer? If you're struggling to get the benefits you deserve, Freddie Effinger of Effinger Law is here to help. He understands how frustrating the process can be and is c...
Hello everybody, on Facebook I always see these ads for retirement mistakes people make, and how to avoid them. And when you click on it, it’s always some stupid ad for a financial advisor, to m...
The past tax year brought a good number of key updates that are likely to impact high-earners such as physicians. ... Read more...
Physicians dedicate decades to mastering their craft, often contending with prolonged training and demanding careers with the expectation of financially ... Read more...
I hadn't shopped around for insurance in decades, so I took some time and went through Farmers Insurance Choice to see if I could save money. The post I Hadn’t Shopped for Insurance in Decades &...
I love a great deal. I imagine most people are like that regardless of how much or how little money they have. There’s something satisfying about the whole idea of getting a bargain – almo...
This week has truly been one for the history books. President Trump started his long-threatened tariff war on Tuesday, implementing 25% across-the-board tariffs on all goods coming from Canada and Mex...
Money isn’t disappearing, it’s leaking. It’s not the big expenses that ruin budgets, but the small, ignored costs that sneak in and pile up. The problem isn’t earning too littl...