Curated articles and podcasts from trusted financial experts and real retirees.
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Planning for the Future: The Role of Cryptocurrency in Retirement Strategies...
The journey to find a financial advisor doesn't stop when you determine whether they're a CFP. That's just when your due diligence begins. The post To CFP or Not to CFP? appeared first on The White Co...
When I retired at 42, it wasn’t a sudden decision or a stroke of luck. It was the result of over two decades of careful planning, intentional living, and a commitment to financial independence. ...
A couple earning $500,000 a year should feel rich, right? That’s top 2% territory in America—plenty of cash to save, invest, and splurge on the finer things in life. Or so you’d thin...
Here's why you might regret an RV in retirement. RV-savvy retirees talk about the downsides of spending retirement in a motorhome, travel trailer, fifth wheel or other recreational vehicle....
The Centers for Medicare & Medicaid Services wants to lower the cost for 15 more drugs including Ozempic and Wegovy....
There’s a host of under-the-radar rules beneficiaries need to know to minimize taxes and penalties and maximize the benefits of inherited IRAs....
I thought it might be fun to share a “day in the life” for folks nearing retirement. This is a no judgement zone - even if you napped or watched TV most of the day, please tell us about it...
Toluna Review 2025: Is Toluna Worth Your Time for Surveys?...
Current Review 2025: Is Current the Best Mobile Bank for You?...
Obscure Retirement Costs You Need to Save For...
PanelPlace Review 2025: Can You Earn with Multiple Survey Platforms?...
When I was a teenager, I made a life-changing decision. I decided I wanted to retire young, not because I dreamed of lounging on beaches or traveling the world, but because I wanted to be an engaged d...
A pilot successfully sued American Airlines for including ESG factors in its 401(k) plan....
Putting together a team of advisers to assist with insurance, taxes and other financial issues can help with security, growth and peace of mind....
It's unclear whether extending the TCJA provisions for individuals is likely, so what can you do to reduce your overall tax bill either way?...
What you don't know could cost you a fortune. Here's how to make the most of a tax-deferred retirement account and possibly save your heirs a bunch on taxes....
If any of these signs ring true, retiring in 2025 may be in your cards....
Tragically, some elders who were mobility challenged or who had no transportation to allow them to escape, lost their lives in those fires....
I am 76 and my spouse is 79. She applied for Social Security benefits at her full retirement age. I was subject to GPO so I couldn't apply for spousal benefits. Please help me with the following quest...
Answering questions about the Mega Backdoor Roth IRA, the right kind of financial advisor for you, side gigs and increasing your income, and whether the Trump administration is going to get rid of PSL...
Happy 2025! At Keen Wealth, we're often of two minds at the beginning of the New Year. On the one hand, Tax Day is just around the corner, so we're helping folks put a bow on last year's financials an...
In this episode, we tackle Kay's questions about managing her IRA and Roth accounts in retirement. With significant assets, no LTC insurance, and children in differing financial circumstances, Kay wan...
These countries offer residency options that are easy to qualify for....
Unlocking the power of relationships to enrich your retirement and reap the health & wealth benefits of social fitness with Susan Hogan....
In this behind-the-scenes episode, James and Ari explore what sets Root apart in the financial advising industry. Moving beyond traditional roles like stock pickers and planners, they emphasize Root&r...
My wife and I are 62 & 63 respectively. Our kids are grown, out of the house and employed. Our house is paid off, and we have no debt. For 20 years, my wife & I had level plan term life insura...
This year my wife will retire from her job of 28 years. I will continue to work, likely until December 2025. To replace her income, we will start using dividends coming out of an IRA, probably in the ...
401(k) plans are a critical tool for many Americans striving to secure their retirement. These tax-advantaged accounts often represent a significant portion of an investor’s financial future. Ho...
In 2018, we finally told our family and friends that we were moving to Boquete, Panama in 2019. That was a mixed bag of support and in some cases a big old dumpster fire. Obviously, there was some sad...
Did you know that a whole life insurance policy can actually help you make money? It’s true—and it’s a strategy often used by those with higher incomes. For those seeking life insura...
Workers have two choices if the full retirement age ever increases to 69. Work longer or collect less....
Procrastinating when it comes to saving for retirement is all too common. But stalling for too long will hurt your long-term financial security and peace of mind. Here are five tips to break the cycle...
Everybody needs to consider what will happen to whatever assets they have and ensure their beneficiaries aren't stuck with big tax bills....
Even if you're young and single with no dependents, you may need some life insurance. Here's how to figure out what and how much you may need....
What is a doctor or a surgeon? A highly trained, highly skilled, and highly knowledgeable professional? Yes. But what if ... Read more...
It’s a big world with lots to explore, but if your exploration involves foreign financial accounts, there are several precautions to take. The post Navigating the Minefield of Foreign Investing ...
Contributing to a Roth IRA is one of the smartest ways to get ahead in investing. Here are five extra reasons why. The post 5 Little-Known Uses of Roth Contributions and Conversions appeared first on ...
Their crystal balls might be cloudy, but that hasn't stopped several WCIers and analysts from making their financial predictions for 2025. The post Your Crystal Ball Predictions for 2025 appeared firs...
It can be pretty amazing how much income one can have in retirement while paying very little tax at all. Here are 16 examples. The post Retirement Spending Is Ridiculously Tax Advantaged appeared firs...
An ethical will is often called a legacy letter. Learn how it is different from a legal will, how to write an ethical will, and why it is important....
Does it feel like you're fighting an uphill battle as you try to increase your sustainable standard of living? That's because you are. The post Doctors Can’t Spend More Than Half Their Income ap...
We figure that less than one-third (or maybe even one-fourth) of doctors who need disability insurance aren't buying it. It's scary stuff. The post Go Buy Disability Insurance! appeared first on The W...
Talking about finding balance in our lives and discussing how to know what our risk tolerance is in the finance space and our lifestyle. Also an interview with Dr. Jordan Grumet, who is passionate abo...
Direct indexing, an advanced investment strategy, allows investors to own individual stocks within an index instead of a mutual fund or ETF, offering greater control and flexibility. This approach is ...
The argument for direct care workers may be more powerful than for tech. Immigrants are critical to filling the gap between growing demand and the supply of workers....
I want to inform all members that AARP has been getting large donations from United Healthcare it’s why we received encouragement to get united healthcare Medicare. There should be no conflict o...
Welcome to the latest episode of the Retirement Answer Man Show, where we explore the journey to a fulfilling retirement. Join us as we continue our live case studies with Laura and Nick, who share th...
Traditional bookstores and book-themed events are booming in 2025 as readers look for more ways to reconnect with friends and local communities after the pandemic....
It might be the most common question asked by retirement savers: How much money do I need to save for retirement?...