Curated articles and podcasts from trusted financial experts and real retirees.
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Qualified charitable distributions have surged in popularity thanks to a shift away from itemized deductions, but experts say there's more work to be done around client education on the underappreciat...
After publishingWhy We Keep Spending Even Though We Know We Shouldn't, I realized something important: the real reason I wasn’t willing to spend on a vacation rental this summer is because we no...
A new report reveals the best places to live in Europe—eight under-the-radar towns that offer a high quality of life at a surprisingly affordable cost....
Every year, Americans take on summer debt. According to NerdWallet’s 2024 summer travel survey, “Nearly half of Americans (45%) plan to take a trip that requires a flight or hotel stay thi...
Crypto may be coming to a 401(k) near you. Financial experts weigh in on whether retirement savers should take the plunge....
There is more wealth out there than you think. But the government and media sometimes likes to trick us into believing there is not. Government data says the median net worth in America is around $200...
Most of us aren’t afraid of work. Sure, we no longer glamorize the nonstop grind, but we still love to ... Read more...
Single women over sixty see the most benefit, but all older women should take note when deciding when to retire....
? Show Notes In this episode, we wrap up our series on Process Over Panic by focusing on what truly deserves your attention in retirement planning. Plans change, life surprises us, and retirement is u...
Trump's tax plan could mean a higher deduction but reduced health care benefits for older Americans....
Concerns over inflation and flight safety are having an effect. But that holiday getaway could be the break you need....
Looking rich is easy. Actually being wealthy? That’s a different story. Real wealth doesn’t flex, it builds, compounds, and stays quiet. The Millionaire Next Door nailed this years ago. It...
Solo agers (and all older adults) can avoid crisis decision making about housing by planning early for supportive, community-based living....
We asked you to fill out the 2025 WCI survey, and so many of you did. Here's what you said, what you like, and what you want us to improve. The post 2025 WCI Survey Results: Here’s How Much You ...
Most people think they need money, skills, or some online course to start making extra income. That’s false. You don’t need a business plan, a fancy degree, or a TikTok following. You need...
“Of all the bloggers and podcasts I've read and listened to, I never heard anything mentioned about CCB or Canadian Child Benefit. I would love it if you write a blog about this so that everyone...
Thinking about tapping your 401(k) early? Learn when it may make sense—and the penalties to avoid—before withdrawing from your retirement savings....
Medical emergencies can happen at any time. Knowing what Medicare coverage you have, anywhere in the world, can help you avoid a massive bill....
When I tell people my oldest is booked solid with summer camps, it doesn’t feel like bragging — it feels ... Read more...
Tariffs killed Carl’s investment portfolio and left him wondering if he should claim Social Security early. Joe Anderson, CFP® and Big Al Clopine, CPA spitball for him today on Your Money, Y...
This post is a brief follow-up to our post of May 6, 2023 in which we reminded you that taxes are essential expenses that must be planned for in retirement. As is the case with other expenses expected...
Understanding the Federal Reserve's key tool can help financial professionals guide clients through economic shifts and opportunities....
Concerns over inflation and flight safety are having an effect. But that holiday getaway could be the break you need....
You might've heard the phrase, "Shirt sleeves to shirt sleeves in three generations," and the statistics back this up. What should be done? The post Generational Wealth vs. Enough appeared first on Th...
The One Big Beautiful Bill Act was passed in the House and is now in the hands of the Senate. If passed, it would include big changes to Medicare. Here's what to know....
If market turmoil has you worried about your retirement accounts, but getting professional help sounds too expensive, I recommend that you try to look at cost vs value....
Real estate investing professional explains the tax advantages and efficiencies of investing in car wash real estate....
Hey everyone! I hope you had a good Memorial Day Weekend. I heard on NPR it was one of the busiest travel days ever. We didn’t do much, though. We ... Read more The post Get Ready for Summer 202...
In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which annuity providers came out on top....
Carl note: I offhandedly mentioned in a recent post that I had invested in SpaceX. I’m a super nerd and SpaceX sings to my engineer mind. Catching the largest flying thing ever made from a trip ...
In this special episode, we catch up on a backlog of insightful listener questions—covering everything from estate planning and Social Security taxation to Roth conversions and Medicare rules. I...
The bills they don’t see coming cause retirees the most angst. Here's what to look out for....
Research on superagers is helping everyone age better. Here's how some superagers stay sharp and how you can join a superager study....
It was at a gas station in the non-pristine parts of town where I went on a rage-buying spree. The ... Read more...
Most people wait until late in the year to plan their charitable gifts. That traditional approach often leaves a lot of money and other benefits on the table....
When you retire in New Zealand, you get gorgeous wilderness and a warm culture. The Kiwi pace can work wonders for American expats who embrace a new lifestyle....
Learn how strong risk capacity, fortified by smart debt management, can protect your retirement savings from market turbulence....
Potential plaintiffs can sniff out money like bloodhounds, and when they catch the scent, watch out. Fight back with advance asset protection planning....
I've built a business, weathered financial storms and learned that adulting includes understanding my finances. Here's how I wish I had been more financially responsible earlier....
Let’s journey back in time and discover how an old-timey car company turned people against pensions and ushered in the era of 401(k)s. The post How a Popular Car Company Screwed Over Its Workers...
If you are looking for an encore job, these employers understand the value of an experienced workforce....
If it were possible to physically suffer from the financial noise floating around about markets, investments, and “smart” money moves, ... Read more...
Higher interest rates follow from President Donald Trump’s economic policies. Economic uncertainty, global tariffs and tax-cut fueled deficits are the main culprits....
You don’t have to be Warren Buffett to learn like him. What you need is the discipline to cut the habits that quietly drain your time, money, and energy. Buffett didn’t build billions on f...
There's no crystal ball for retirement planning, but the closest thing could be to consider the key risks you'll face in retirement and build a plan around them....
A chief wealth strategist makes some suggestions about how to better position yourself financially while coping with economic uncertainty....
My husband is retiring at the end of June at the age of 60. I’ll be following next February when I turn 60. I would really like to get him a gift to celebrate this milestone, especially since I ...
I'm 60 and work on a contract basis so I have some flexibility in when to retire and how much work to take on each year. I've been modeling the pessimistic scenarios to see if this year is the one and...
Every white coat investor needs to understand the basics of mutual funds. They are, and should be, the mainstay of investing. The post What’s the Difference Between Mutual Funds, Index Funds, an...
Spending money is an American pastime. With a national saving rate hovering around 5%, it's clear we collectively love to spend. And honestly, being able to enjoy our wealth is a beautiful thing. It&r...