Curated articles and podcasts from trusted financial experts and real retirees.
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Financial freedom doesn’t happen by chance, it happens through choices. Every decision you make sets the tone for your future. I know this because I’ve walked the talk. In my teens, I mapp...
Moving to a retirement community is a big decision. Many of us want to stay in our house for as long as we possibly can. But that can lead to isolation and loneliness....
As the holiday season approaches, many of us find ourselves thinking about gifts. While gifts can come in many forms, monetary gifts often cause the most confusion. In this episode of Financial Symmet...
The Social Security Fairness Act, signed into law on January 5 by former President Joe Biden, repeals the Windfall Elimination Provision (WEP) and Government Pension Offset (GPO), which previously red...
Joined by tax guru Alexis Gallati, we have another Friends of WCI episode, where we answer questions about the benefits of hiring your spouse and children, the tax implications of hiring a nanny, and ...
Financial freedom is a choice anyone can make, no matter where you are on your financial journey. It starts with the habits you build today, taking control of your money, not the other way around. Mos...
In recent years, many companies have stepped up their efforts to attract and retain older workers. But many older workers aren't seeing the impact. Here's what to do about it....
Retirement, often portrayed as a glorious era of freedom and relaxation, has its own set of challenges beyond the financial arena. This week, we’re exploring the psychology behind retirement and...
Root Financial is redefining what it means to serve clients by putting team culture front and center. In this episode, James and Ari dive into the firm’s bold move to hire a Head of Culture&mdas...
For over half my life, I’ve been involved in the real estate industry as both an investor and a landlord. When it comes to home improvement, I’ve learned a great deal about what works and ...
I'm 67, retired, good income from various sources. I have a pretty significant IRA I haven't touched. Really don't anticipate tapping into it for several more years, possibly only when required minimu...
So, for most of my working life, I NEEDED diet coke to keep me going (I don't like coffee, so this was my caffeine fix). Now, that I'm retired was thinking of kicking the diet coke habit, since I know...
I was watching a video on baby boomer regrets. One of the regrets was not taking care of their health. We were fortunate in that we don't have any chronic illnesses which I believe is in part due to w...
See three dreamy real estate listings of homes in Puerto Rico for a wonderful retirement....
The first 10 years of retirement are some of the riskiest for your investments, but channeling your inner Karate Kid may help defend your funds against losses....
New SECURE 2.0 Act rules have kicked in to reshape distribution and taxes for inherited IRAs and retirement plans. Read on for strategies to help beneficiaries....
“Cruising is the best way to travel with kids.” “Family travel is much easier on a cruise because you don’t have to continuously pack and unpack.” “Why fly when you...
I'm turning 61 soon and my 401k haa been 100% in stocks. I'm doing ok and I'm thinking in 4 years I might retire or go part time at a fun job like Home Depot. So I've been thinking and advised to star...
Stupid investment question here. My retirement accounts (IRAs, trust, etc.) have been managed by the same guy at the same firm for 20+ years. I'm quite happy with him overall. The portfolio has been g...
Just turned 64M. I plan on retiring in September. I’ve lived in Tallahassee Fl for 22 years. My wife passed away December 23’ and I just think it would be easier for me to continue on in a...
This is how WCI spent the last year and what we have planned for 2025. As always, we want to give thanks to our community for your support. The post State of the Blog 2025 appeared first on The White ...
Building an emergency fund is a financial skill that often feels tedious, until life proves how essential it is. Unfortunately, this is a reality for the majority, as 62% of Americans reported they&rs...
Some jobs offer nice paychecks and great benefits, yet they are not popular. Why is that? Well, the reason they pay well is because the demand for the positions is low. This article highlights 24 jobs...
If there's one thing I don't recommend, it's buying stock on margin. Due to the volatility of stocks and high margin interest rates, borrowing money to buy stocks is a bad idea. Conversely, I'm not op...
? Show Notes Join us in this episode as we celebrate a special birthday and dive into the intricacies of retirement planning with our ongoing case study featuring Laura and Nick. Discover the unique f...
Unlocking the power of relationships to enrich your retirement and reap the health & wealth benefits of social fitness with Susan Hogan....
I have been exploring different options for retirement. Do I hire a financial planner? Do I hire an investment firm? Do I do it myself since there are a few excellent resources that can help… p...
President Donald Trump has tapped businessman Frank Bisignano as the Social Security Commissioner. What could that mean for you?...
Vanguard's fine centers on December 2020 actions related to the asset manager's target-date funds and capital gains taxes. Here's what you need to know....
Dividing assets fairly in a divorce means looking beyond their current values and asking whether they'll create tax liabilities — or tax breaks — in the future....
Hi all, I am posting here to get the collective wisdom of this community on the subject of credit cards. I am 66 years old and retired last year at age 65, although that was not of my own choosing. I ...
As a retiring lifetime investor in ETFs and mutual funds, I want to add some stability to my portfolio. For me, that means adding bonds (probably to get to a 70/30 ratio). The learning curve is steep ...
The risk of being sued is the elephant in the room during every clinical encounter with patients. Here's what to do if it happens. The post What (Not) to Do If You’re Sued — Lessons from a...
Over 100,000 financial professionals plan to retire within the next decade, finds Cerulli...
New Allianz Life survey finds 81% of Generation X has this worry as oldest members turn 60...
Over 100,000 financial professionals plan to retire within the next decade, finds Cerulli...
The latest news from 401GO, PSCA, Equitable, Prudential, and more...
President Trump rescinded a Biden-era Executive Order that would have lowered the copays for some drugs to $2 for Medicare enrollees....
When it comes to retirement plans for self-employed physicians or those with side gigs, two popular options are the SEP-IRA ... Read more...
The General Enrollment Period provides an opportunity to make up for a past oversight – the failure to enroll in Part B....
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Today on Your Money, Your Wealth® podcast 513 with Joe Anderson, CFP®, and Big Al Clopine, CPA, YMYW listeners in their 40s are ready to call it quits at work, become financially independent, ...
When is a managed account not managed? When it’s a QDIA,” says Ron Surz...
New initiative will feature ads on CNBC to promote protection of the investment funds…...
The report by Security Benefit finds that RIA sentiment has increased slightly post-election...
DOL proposed regulation provides guidance for fiduciaries to ensure employer stock bought,…...
Settlement announced by SEC order today stems from Dec. 2020 move to significantly lower…...
The podcast is the second one to be launched by the investment manager...
Housing accounts for more than a third of many seniors’ spending. Here’s how to save....
Optimize your IRA and 401(k) strategies with these key tax-saving tips for year-end planning....