Discover the Best Insights for Every Stage of Retirement

Five Tips For Estate Planning in 2025

We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025....

How to Access Your Parents’ Medicare: Enroll and Manage Their Care

Getting access to your parents' Medicare or Medicare Advantage accounts is easiest when they're healthy. But you still have options if they are incapacitated....

Don't Veer Off Course at the First Sign of a Squall in the Markets

When markets go nuts and investor sentiment drops, you can keep your sanity by trusting in and sticking with your long-term plan....

Advisers, Take Note: How 2025 Social Security Changes May Impact Your Clients

What financial advisers might need to know to help their clients navigate Social Security in 2025....

5 Ways to Improve Your Denial Management Process

Claim denials are an unfortunate reality in our healthcare system – and one that costs providers billions of dollars each ... Read more...

Trump's Immigration Policies and the Price of Home Healthcare: First 100 Days

President Trump's immigration policies may wallop your pocketbook if you rely on a home healthcare aide....

A wave of ERISA lawsuits could alter workplace retirement plans

Novel legal theories and a lower bar for plaintiffs could unleash an explosion in ERISA-based lawsuits against 401(k) plan providers....

Corporate Roundup: 401GO, Heartland Partnership, TIAA Annuity Inflows Hit Record High

The latest news from 401GO, TIAA, and CalSTRS...

Exploring Guaranteed Income in DC Plan Trends with Allianz Life’s Matt Stubblefield

The integration of guaranteed lifetime income solutions into workplace retirement plans…...

Schwab Introduces Income Lab

Advisors using Income Lab can access their client information from the Schwab Advisor Center...

Despite Interest in Lifetime Income Options, Plan Sponsors Lag Behind

NAPA 401(k) Summit panel explores why lifetime income options remain in such low demand, and…...

Renting as a retiree / approval process

Anyone have experience w renting as a retiree? (Direct or via family member) Moving from east coast to west later this year. Gonna rent initially. Long Beach. While I’ve got an excellent credit ...

How Business Owners Can Prepare for a Terminal Diagnosis

The most important thing is readiness, whether the owner faces a life-changing diagnosis or an employee does....

Trump's First 100 Days: Retirement Savers Learn the Importance of Staying the Course

From wild stock market gyrations to emotional trading, here’s how President Trump's first 100 days have impacted retirement savers....

Jury Awards Pentegra MEP Participants $39 Million in ERISA Suit

The whitepaper follows a request for feedback Sen. Cassidy issued in June 2024 on legal and…...

Sen. Cassidy Seeks Retirement Benefits for Gig Workers in Latest Whitepaper

The whitepaper follows a request for feedback Sen. Cassidy issued in June 2024 on legal and…...

Payroll Integrations Teams up With UKG to Streamline Admin Tasks

Companies that use UKG Pro or UKG Ready will be able to automate administrative duties...

NAPA Takes Vegas in Annual 401(k) Summit

401(k) Specialist will be making it's way to Las Vegas next week for NAPA's 401(k) Summit...

J.P. Morgan Taps Economic Leader to Multi-Assets Solutions Business

Firm says Geng Ngarmboonanant’s history as economic policy expert will meet boosted demand…...

Rash of ERISA Lawsuits an Emerging Challenge: 2025 NAPA 401(k) Summit

Brian Graff says proliferation of lawsuits tops list of industry concerns during opening…...

The Unintentional Ripple Effects of the FI Journey

Lately, I’ve been thinking a lot about how our decisions, especially those that stem out of pragmatism and logical reasoning, ... Read more...

Lessons Learned from Achieving Financial Independence

It was remarkable to discover the difference between aiming for FI and reaching FI. Here are some math and psychological lessons I learned. The post Lessons Learned from Achieving Financial Independen...

Can the 'Guardrails Approach' Protect Your Retirement Investments?

This investing method helps retirees avoid running out of money, even in a highly volatile market....

17 Underrated Side Hustles That Actually Make Good Money

The smartest side hustle often isn’t the loudest one. It’s the one that quietly fills your wallet without wrecking your schedule or burning you out. Real side income isn’t about hype...

25 Lessons Successful Investors Wish They Knew Sooner

Everyone starts somewhere, but not everyone finishes where they want. Chasing wealth is easy. Building it takes a mindset most people don’t figure out until they’re out of time. It’s...

Social Security Is Taxable, But There Are Workarounds

If you're strategic about your retirement account withdrawals, you can potentially minimize the taxes you'll pay on your Social Security benefits....

Serious Medical Diagnosis? Four Financial Steps to Take

A serious medical diagnosis calls for updates of your financial, health care and estate plans as well as open conversations with those who'll fulfill your wishes....

How Retirement Investment Strategy Impacts Retirement Spending

See how your retirement investment choices impact replacing your income in retirement. Discover the impact various combinations of stock and bond mixes can make....

Should clients in the 'retirement red zone' reconsider withdrawal strategies?

With the market in correction territory, retirees banking on generating income from their investments may need to rethink their short-term strategies....

15 Products That Seem Useful (But Are Actually A Big Waste Of Money)

Have you ever bought something and instantly regretted it? That sinking feeling hits fast when the excitement fades and reality punches you in the face. It happens more often than people like to admit...

Should You Roll Over Your 401(k)? The Answer Might Be Changing

When leaving an employer, sometimes it's best to roll over a 401(k) to an IRA. But other times it's not. Key factors determine which is best....

It’s Time To Buy Muni Bond Funds—Here’s Why And Where

Thias guide to tax-exempt bond funds has 40 Best Buys...

Tax Credit Reduces Disabilities Among Older Workers

To improve low-income households’ economic well-being, the social safety net provides both cash assistance and additional resources to support a better lifestyle – safer housing, more educ...

To Stay on Track for Retirement, Consider Doing This

Writing down your retirement and income plan in an investment policy statement can help you resist letting a bear market upend your retirement....

How to Make Changing Interest Rates Work for Your Retirement

Higher (or lower) rates can be painful in some ways and helpful in others. The key is being prepared to take advantage of the situation....

What Exercise, Meds, or Mindset Allows You To Stay Active Into Your 80s?

Yes, I (70m) am speaking to you! Fellow weekend warriors, former high school or college athletes, or recreational enthusiasts of tennis, golf, pickleball, hiking, biking, horseback riding, and walking...

Two Things that I have learned about myself in retirement

The shockingly low amount of money that my wife and I need for our ordinary living expenses. I know that sometimes retirees benefit from a drop in their work-related expenses, like lunches out, busine...

65F with Boomer Survival Guilt: do I give money to the kids?

My own parents are 87 and 85 still doing pretty well, living independently. They have a sizable estate of two million. I am happily single, financially secure with house paid off, pension, social secu...

How to handle PTO at the time of retirement in 2yrs.

I am not sure if it better to take my 48 days of PTO when I retire or burn them all off in the months before retirement date? I dont know if on way is better for tax purposes or if there is something ...

Medicare part B working for an employer with less than 20 employees

Does anyone know the bottom line for Part B while still working at an employer with less than 20 employees? I am 65 and have filed for Part A. I work for an employer with less than 20 employees. I hav...

The Sunday Best 04/27/2025

I hope you’re doing well. Several years ago I went on a photo tour in Glacier National Park. It was ... Read more...

The Best (and Cringiest) Pro Wrestling Characters Who Played Doctors

Pro wrestling is pretty stupid. But it’s also pretty awesome. And some of the best (and cringiest) characters have played doctors. The post The Best (and Cringiest) Pro Wrestling Characters Who ...

A Method For Maximizing Memories With Money

So, how can we maximize these experiences—these memories we’re creating—and increase the rate of return on the money we invested?...

The Role of the U.S. Dollar in Retirement: Is It Secure?

Protect your retirement from de-dollarization, because “capital always goes where it is treated best."...

Retire in France for Beauty and Culture

France offers a great history and a slower pace of life for retirees. At times, it can feel like stepping into a postcard....

30 days to go - time to start the countdown

The countdown hath begun I enjoy where I work, but it is time to pull the pin and do the things I want to do without the 9-5. I have enough to live comfortably without the need to buy fast cars and sm...

How is your social life after retirement?

My social life after retirement since a year ago at 60 has been very limited. I have not kept in touch with my work friends since I would like to leave that world behind and move on. Due to our busy c...