Curated articles and podcasts from trusted financial experts and real retirees.
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Answering reader questions about I Bonds and if they are still a worthwhile investment or if it might be time to let them go, buffer assets and if they're worth it, and the best way to invest in small...
If you're spending a lot of your day scrolling on social media or glued to cable news, you might feel like your emotions are running a little high right now. Major life transitions can also cause our ...
Now that we’re well into 2025, there’s no better time to look back on 2024 – a year that brought ... Read more...
Last nite on CNN, host Laurie Coates interviewed DAVID FAHRENTHOLD, INVESTIGATIVE REPORTER, NEW YORK TIMES on this. CNN 02/12/2025 - Laurie Coates interview (transcript) It is the very last interview ...
In this episode, we're talking about the importance of a strategic withdrawal plan in retirement to keep taxes in check and set you up for long-term financial stability. Ari and I break down why a sim...
Taxes aren’t fun. They aren’t optional either. Most people just file, hope for the best, and move on. The problem? That approach leads to overpaying, sometimes by thousands. The IRS won&rs...
Learn what it is like to live in a retirement community from someone living there. What you need to know to enjoy living there....
The Social Security Agency at this point does not have a specific timeframe as to when benefits will be adjusted....
The estimate for the amount required for 65-year-old spouses is one of many from a study full of figures that financial advisors can use to highlight the value of HSAs....
Retirees living abroad must complete a questionnaire every 1 to 2 years when sent by the SSA. Failure to respond can lead to the suspension of your benefits; here's how to fix it....
January's CPI report shows inflation is running hotter than the Fed would like, at 3%. That's hard on retirees. Is Social Security keeping up?...
These five strategies will safeguard your retirement savings and spending during this period of rapid change....
See three fabulous real estate listings of homes in Portugal for a vibrant retirement, as part of Kiplinger's "Listed" series....
You're saving hard for retirement, but if you're not thinking ahead about taxes and the cost of health care, your savings — and your legacy — could be at risk....
Does Warren Buffett really think you should have a 90/10 asset allocation? Let's dive into what the multi-billionaire really believes. The post The 90/10 Warren Buffett Portfolio? appeared first on Th...
Anyone have a good framework for a living agreement? My GF and I are empty nesters, and have been living together for about a year in my place. Her condo just sold, and we'll be living here until I re...
What are the benefits and differences between exchange-traded funds and mutual funds? Mike in Colorado wants to know. How should Lauren in Florida approach the fixed-income portion of her investment p...
Learn how to turn regrets into motivation to build a better retirement with guest Lori Emerick of Aspen Group Consulting....
FROM THE ARTICLE: 9 Ways Retirement Will Be Different in 2025. How changes in Social Security, Medicare, 401(k) contributions and more will affect your finances. By Andy Markowitz, AARP. *** There are...
The running joke – for years now – is that millennials are too busy buying avocado toast over becoming homeowners. ... Read more...
James challenges the idea that financial security comes from always having more—more savings, more income, more investments. Studies show that no matter how much people have, they often feel lik...
FROM THE ARTICLE: New Administration Tells AARP Social Security Payments Are Protected. 67 million Americans receive benefits that they have earned. By Andy Markowitz, AARP. Published February 12, 202...
The Consumer Financial Protection Bureau has done a lot to protect consumers, including retirees, since its inception nearly fourteen years ago....
Do you believe that decades ago, I used to hate Southwest Airlines? I thought it was just a mess of an airline and way too chaotic. Fast forward to the past decade and it’s my preferred airline ...
? Show Notes In this episode, we tackle the essentials of retirement planning with an engaging discussion led by Roger Whitney. We explore the importance of prioritizing what truly matters in your ret...
One of the reasons I left my job at Credit Suisse was that I no longer felt I was being paid based on merit. After the global financial crisis, the firm—like many others—faced tough times,...
hi thanks for listening! Not yet retired. I am 65 in April and love my healthcare admin job, Husband won't be 65 til Aug 26 and has a love/hate relationship with his job. My FIL died last July and we ...
Talking about money between generations has always been a little awkward. On one side, you’ve got boomers who built their wealth and now want to enjoy it, and on the other, younger generations d...
Many taxpayers may be surprised by a larger tax bill if the TCJA isn't extended. Check out these proactive strategies to help mitigate some of the impacts....
Just because large value stocks have performed well lately doesn't mean you should stop diversifying your portfolio. Here's why not. The post Don’t Abandon Your Diversification appeared first on...
The latest news from CFP Board, HSA Bank, T. Rowe Price, and more...
Both bills would open a path for 403(b) plans to invest in CITs...
The latest news from CFP Board, HSA Bank, T. Rowe Price, and more...
PensionBee and SS&C say the partnership allows former employees to reconnect with their…...
The platform will build on Alight's AI features as well as its new IRA product...
Changes launched today help participants take action with streamlined look and feel,…...
High-profile retirement plan advisor Holly Knight joins the 401(k) Specialist Podcast in…...
Markets with larger pools of defined contribution assets behind rise to $58.5 trillion...
While Wealth@wor(k) and the Broadridge Advisor 360 Summit are gone, The American College is…...
If you are age fifty or older you may be wondering if you can still retire a millionaire. The Fun CFP lays out the step to be millionaire and reach financial freedom....
Tom Hawkins says market adoption theory provides a useful framework for explaining why auto…...
In medicine, resilience is non-negotiable. The ‘gut it out’ mindset dominates, leaving little room for personal struggles or romantic recovery. ... Read more...
Moral and emotional pressures about what you should do for an aging parent who was not good to you growing up can create significant stress. What are your choices?...
This blog was largely built upon Darrow’s extensive analysis of retirement calculators. Five years ago, we entered our first affiliate partnership with one of his favorite high-fidelity retireme...
Finding the right financial adviser for retirement planning can save you time and money in the long run....
Distributions from Roth IRAs must follow a specific set of ordering rules so that the taxation (or non-taxation) is correct. The post Ordering Rules for Roth IRA Distributions appeared first on Gettin...
At the age of 60, I attempted to swim 5,000 meters in an open lake competition. Halfway through, I realized I had taken on too much risk. The post Don’t Push Your Luck (Physically or Financially...
Here's how proper preparation can help you successfully navigate these DST risks, from market uncertainties to structural limitations....
Sorry in advance for the long post. Life gets more complicated as you get older! I’ve been handling our personal investments for years thru self-directed IRAs at Wells Fargo, but I suspect I&rsq...
I am 67, my husband is 68 and we both plan to retire at 70. Our desire in retirement is to have a bigger piece of property where we can do extensive gardening. We currently live in a nice suburban hom...