Curated articles and podcasts from trusted financial experts and real retirees.
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Many of us want to keep our money in our pockets. We can use financial intelligence to direct that money in the ways we want to. But, what are some ways we are losing money? On today’s episode, ...
The more financial freedom you have, the easier it will be to make your money last in retirement. We share 14 financial tips to make your money last in retirement....
When drawing up powers of attorney, older parents will most likely name adult children as their representatives. But is that always the smart choice?...
Clients depend on their financial advisers to encourage them to tackle estate planning and guide them through complex strategies and potential family disputes....
The first time I read Rich Dad, Poor Dad as a teenager, it felt like someone had handed me the secret playbook to building wealth. The idea that financial freedom wasn’t about grinding away at a...
When I was a teenager in the 90s I spent hours in the library, flipping through every investing book I could get my hands on. Warren Buffett, Benjamin Graham, and the other greats made wealth-building...
Hi all, took a 2 day retirement class and the instructor kept harping on thinking using the official social security site benefits estimator to figure what monthly benefits would be to give you a corr...
It’s common for older workers to develop an acute medical problem requiring immediate attention or to have a spouse or parent who suddenly becomes ill and must be cared for. Paid sick leave prov...
As a stock market investor, I’m disappointed in the new tariffs President Trump has imposed—10% on imports from Chinaand25% on imports from Mexico and Canada, including a10% duty on Canadi...
Musk now has access the US Treasury payment system, which handles Social Security payments. Will your check be on time? Will your data be safe?...
There are hundreds of methods for how to spend from a retirement portfolio. Let's go over a few of them to see what might work best for you. The post Comparing Portfolio Withdrawal Strategies in Retir...
What is AARP doing to help ensure the security and stability of Social Security and Medicare payments to millions of retirees in light of Elon Musk's takeover of the computer payment systems at the U....
Here's how financial professionals can find the sweet spot between using sophisticated investment strategies and creating more simplicity for their clients....
Some important information from the IRS about scams being run via email, text, social media, and other forms of communication. The post Avoid Email Scammers Claiming to be IRS appeared first on Gettin...
Why is it that the limits set in 1983 for the amount of additional income a Social Security recipient has earned is not tied in some fashion to COLA or economic inflation. I can't quite make it on SSA...
As I write, the U.S. stock market is flirting with all-time highs. All three major indices—the Dow Jones Industrial Average, S&P 500 and Nasdaq Composite—seem to defy gravity. In aggre...
In early January, Social Security’s retiring Chief Actuary, Steve Goss, releasedan actuarial valuation of a proposal intended to improve the solvency of the Social Security trust funds based on ...
Several states don’t tax Social Security benefits, 401(k)s, IRAs, and pensions. But you may still have to pay state taxes on some incomes....
Advisors using Orion Trading can now connect directly into Pontera to integrate clients' 401(k)s, 403(b)s and other held-away accounts....
"The arrival fallacy…the false assumption that reaching some achievement or goal will create durable feelings of satisfaction and contentment in our lives.”...
Dreaming about life after work? Turn your dreams into a concrete, actionable plan by nailing down the why, what and how of your retirement....
If you buy a car on credit, it's a negative status symbol and says you don't know how to manage money well. Here are 15 reasons to pay cash. The post Quit Buying Cars on Credit — 15 Reasons to P...
Welcome to this Week’s edition of the Sunday Best where we deliver the best of the internet right into your ... Read more...
Just FYI You can apply for retirement benefit up to (4) months before you want them to start. However if you are applying for EARLY retirement benefits you must take certain timing into consideration....
When I first read Rich Dad Poor Dad in my teens, it completely changed how I viewed money. The book introduced me to financial freedom, building assets, and escaping the rat race. Kiyosaki made it sou...
These proposals to save Social Security may require big changes, but Americans want politicians to act. Are you willing to pay more taxes?...
If you must retire early due to disability or to care for a loved one, these six steps to make it work financially....
How you approach taxes in your golden years and in the years before retirement can dramatically impact how much you pay....
I work for a large organization that is facing some financial challenges. They have identified employee categories and roles that can be targeted for reduction and cost savings and I fit the criteria....
The consequences of burnout extend beyond the emotional toll; they also raise questions about disability insurance's role with mental health. The post Mental Health, Physician Burnout, and Disability ...
Hello everyone! I'm 64 and about 5 months from retirement. I guess 65 is considered early retirement these days :-) Not by me! My only real concern/apprehension is that I will have a hard time staying...
I have some money in a retirement accout from my previous employer. I am retired now but don't need to start taking disbursements for another 6 years. I am very worried about the stock market as I los...
Since our very first post in 2010, our focus has been on helping households determine how much they can afford to spend each year in retirement (hence the title of our website). By contrast, the focus...
Roth conversion is often a smart choice. Don’t let the tax bill scare you....
Health care and inflation are among the factors that can derail retirement budgets....
Doctors are known (perhaps even notorious) for being overspenders, indulging in luxury cars, extravagant vacations, and high-end gadgets. But there ... Read more...
This is the Social Security Calendar for 2025 benefits payments - This is normally the date that SSA pays the benefits but it could show up in your bank account a day or so before or after depending o...
Retirees living in Panama enjoy urban amenities and a chill lifestyle for ex-pats....
The date your February Social Security benefit arrives depends on what day of the month you were born. Payments follow the month they are due, so your February check is for January....
If you don't buy long-term care insurance, how can you plan to cover your long-term care needs once they (most likely inevitably) arise?...
While our portfolio didn't do quite as well as the S&P 500, we still had a solid year. But what about all of our real estate holdings? The post How Our Portfolio Performed in 2024 (Including Real ...
With the banning (and subsequent unbanning) of a certain app in the wake of the President’s inauguration, there was much ... Read more...
Retirement planning has always been a long-term journey, but for younger generations, navigating this path has become more complex....
Insurance is a smart way to protect your car, home, and family. But overpaying for it? That’s money better spent on your dreams and priorities. Many people settle for overpriced policies simply ...
As someone who literally wrote the book on how to negotiate a severance package, I love severance case studies! The second rule of FIRE (Financial Independence Retire Early) is simple: never quit your...
Not assuming anything about the gender of the handy person, retirement often comes with honey-dos that mean a repair, an upgrade, or major work. I’m mostly interested in projects that you took o...
Tuesday, January 21 - Monday, January 27, 2025 Most Commented score comments title & link 57 132 comments Retiring before your spouse? How did it go? Top Comments score comment 24 /u/roblewk said ...
Combining annuities with IRAs or 401(k)s can be powerful. But people often don’t even consider the combination because of widespread misinformation and confusion....
The order aims to open access to public blockchain networks while maintaining federal…...
Alliance for Lifetime Income research finds an opportunity to apply retirement readiness…...