Curated articles and podcasts from trusted financial experts and real retirees.
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FROM THE ARTICLE: AARP Answers Your Social Security Questions: 5 Takeaways from Our Live Event. An expert panel discussed customer service issues, the program’s financial future and our advocacy...
At the 100-day mark of Donald Trump’s second term, retirement security — already precarious for millions of Americans — is taking another serious blow....
Should you age in place or find a community of belonging? Learn about a community that is thriving for people age 55+....
Capitalists care deeply about worker power. If workers have it, they know they’ll have to share more of their profits. So right now, all eyes are on labor power....
Tuesday, April 22 - Monday, April 28, 2025 Top Comments score comment 81 /u/rhrjruk said “I do nothing in the morning, which leaves my afternoons free.” Jedi Master Retiree 59 /u/ktappe sa...
Many great savers hesitate to spend once they retire—unsure how to shift gears after years of discipline. In this episode, we talk through what it looks like to use money with intention, not jus...
What I wrote, shared, and got quoted on this month — from $5.65M FIRE projections to WSJ quotes, market drops, and 750K-view LinkedIn posts....
At an early age, I was attracted to the allure of living off of interest — having enough income-producing cash and invested assets to retire on dividends and interest without spending any of the...
If you own two cars, shedding one might be easier than you think. And the freedom from rising vehicle expenses can bring relief to retirees....
If you've had any life changes — marriage, divorce, a new baby or retirement — you might want to make sure your beneficiaries are in order....
Women already face an uphill battle when saving for retirement. Auto portability tech transfers their 401(k)s when they change jobs, which can add up over time....
Saving for retirement can feel overwhelming – especially with headlines constantly reminding us about rising healthcare costs, tariffs, and a volatile market. But here’s the thing: Most re...
Answering reader questions with WCI friend and Roth IRA expert, Chris Davin, where we talk about when to choose Roth and why, Roth and tax-planning considerations, and using Roth as an independent con...
Contrary to popular belief, the warning signs of a recession didn’t just show up post-January. They have been there since ... Read more...
Thinking about changing your Medigap plan? Learn when and how you can make a switch, and what rules might work in your favor....
FROM THE ARTICLE: These Americans Depend on Their Social Security Payments — and Fear Losing Them. Caregiving, health challenges and business woes derailed their retirement plans, depleted their...
A family of (4) - a stay at home mom. (2) small kids and a dad that makes very good money from securing his degree and he is climbing the ladder. Own their nice home with a mortgage, two cars, are fin...
If you’re a personal finance enthusiast with kids, you’ve probably wondered: at what household income level will colleges stop offering scholarships and grants (i.e., free money) to help y...
Nobody enjoys a stock market downturn, especially those who rely more on returns to survive due to a lack of active income. But as parents, we can use these sell-offs as an opportunity to help turn ou...
We all know that college has become increasingly expensive. But is it still worth it? This breakdown isn’t about bashing college. It’s a straight look at what college has become and what i...
Kids aren’t too young to understand money, they’re just not being shown how it actually works. Most schools don’t teach it, and most parents wait too long. But the truth is, kids are...
I am now on the count down to exiting in 11 months. I work a very remote job (rarely see a work mate) for a very small company with a cohort of folks planning to retire over a 5 year window. We've bee...
Selecting the right state for retirement can significantly impact your financial well-being....
Emotional intelligence is a key ingredient in a relationship's long-term success, and it can be learned or strengthened at any age. A psychologist explains how....
While it's possible to manage investments without professional help, there are times when independent guidance from a professional may be invaluable....
It’s been a while and our reader cases are piling up, so without further ado, it’s time for another reader case! Greetings FC and W!!! I’m normally a “Live quietly amongthe mas...
Family loans are a common transaction that if not handled properly could create IRS issues for gift, estate or income tax, and issues with creditors or ex-spouses....
Retirement is often envisioned as a season of travel, time with family, and pursuing long-postponed passions....
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools....
Many Medicare recipients are benefiting from changes that make prescriptions more affordable. But you can still make other moves to keep your costs in check....
Health Savings Accounts (HSAs) don’t get much attention—but they should. With triple tax advantages (tax-free contributions, growth, and qualified withdrawals), HSAs offer a level of flexi...
Everyone’s got their hand out. Tip jars at the counter, tip prompts on the screen, even self-checkouts acting like they just ran your food out. It’s no longer about service, it’s jus...
Annuities offer protection, but your 401(k) already gives you tax advantages without the fees and complexity....
Sharing their latest ailments may be just another membership badge for baby boomers and Gen Xers....
This activity could slow your DNA's aging clock. It's free, and no, you don't have to exercise....
In my state, the government has really done doctors a solid, amending malpractice laws so they are less likely to lose personal assets. The post New State Law Protects Personal Assets of Physicians fr...
FROM THE ARTICLE: Social Security Retreats on Plan to Claw Back 100% of Benefits for Overpayments. SSA will now withhold up to half of benefits from those who owe for past payment errors. By Andy Mark...
Jeremy Keil explores Kiplinger magazine’s article “11 Ways to Grow Your Wealth” and how to apply these strategies to retirement planning....
FROM THE ARTICLE: Americans Rely on These Sacred Promises. Social Security and Medicare must be protected. By Dr. Myechia Minter-Jordan, CEO, AARP. Published April 30, 2025. Social Security and Medica...
? Show Notes In this episode, we tackle the pressing question, "Is this time different?" as we navigate the complexities of today's political and economic landscape. Join us as we explore the importan...
I thought this might be amusing to some here. Talk about being slow to act - Talk about Passing the Buck - make sure you include this in any message you might send to the AARP or your legislator on th...
You can make charitable donations to Social Security, the safety net for older Americans. But will it make a lasting impact?...
There’s a big difference between flashy and wealthy. Your job title might turn heads, but it won’t guarantee a million-dollar net worth. Real wealth doesn’t show off, and it definite...
Finding a good job after 50 can feel like running a race where the rules changed overnight. Experience, loyalty, and wisdom used to be assets. Now, they’re seen as potential liabilities before t...
Success isn’t just about how much you make, it’s about how much you keep. Every dollar wasted is a dollar stolen from your future. The people who build real wealth know exactly where not t...
Doctors are in the top 1%-2% when it comes to pay and prestige. Here's how they can help their kids deal with potential shadow syndrome. The post Shadow Syndrome appeared first on The White Coat Inves...
Thinking of retiring? A shift in perspective could be all you need to make it possible. Explore 14 tips to help you change your approach. The post Thinking of Retiring and Worried You Aren’t Rea...
Retiring before 59.5? Discover how to make penalty free withdrawals from your retirement accounts to help fund your early retirement. The post Early Retirement Withdrawals: 5 Ways to Take Penalty-Free...
We have provided a stipend ($200)per month, to our grandson for auto costs and repairs. He is currently in his first year of college. We told him whatever amount he does not use will be placed in an a...
Just like the title says, I have a few crystal awards, framed letter of commendations and different plaques of appreciation. When you retire, are you going to bring them home? I am not planning to bri...