Curated articles and podcasts from trusted financial experts and real retirees.
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Abernathy-Daley analysis of Form 5500 filings indicate over 600,000 plans at risk...
Using a Morningstar model, the firm observes that the SECURE 2.0 provision could lead to…...
Judge’s recent decision in landmark case gives plenty for plan fiduciaries, sponsors and…...
You, like many Boldin users, might have enough to retire, but are scared to start spending. Get 7 tips for moving to a spending mindset. The post Going from a Saving to a Spending Mindset: How to Stop...
Think you haven't saved enough? Think again. The impossible becomes possible with these 10 creative ways to retire securely no matter how much you have. The post 10 Creative Ways to Retire Even If You...
Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose. The post Retirement Ready: Confidence, Planning, and Purpose...
Worry about the scarcity of time, money, food, etc... can be a problem in lots of situations - including retirement. Learn how to focus on what's important! The post Scarcity: Don’t Let it Steal...
Tax season kicks off this week, and with it comes a handful of changes you’ll want to know about before filing your 2024 taxes. From adjustments to standard deductions and tax brackets to update...
Asset allocation determines how money in a financial portfolio is invested. Balancing your asset allocation can help limit your financial risks while maximizing profits....
This is a true study of a family in denial about an aging, memory-impaired, alcohol abusing mother who was still driving her car. Steps to stop this are identified....
For years, Florida was the go-to state for retirees looking for sunshine, warm temps, sandy beaches and endless ways to stay busy. But those glory days may be over, according to a recent study...
Every single day, we make choices that shape our financial future, often without even realizing it. The little choices about what you spend, save, or even ignore might seem minor at the moment, but ov...
In this episode, we address Joe’s question about how claiming Social Security benefits early can reduce withdrawals from retirement accounts and potentially lead to greater long-term growth. Joe...
A second Trump Administration, coupled with new leadership at the SEC and Department of…...
A second Trump Administration, coupled with new leadership at the SEC and Department of…...
Same states hold on to top and bottom spots in WalletHub’s new rankings...
Cerulli Associates finds that a few DC plans are already using AI on its plan management and…...
Suit filed Tuesday alleges airline failed to replace a “chronically underperforming fund”…...
By carefully considering the month when you'll retire, you can maximize your income and reduce your taxes....
A flexible irrevocable trust can minimize taxes on capital gains, ordinary income, estate tax and property tax....
More older workers report instances of ageism. Here's how you can stop age discrimination before it affects your career and retirement savings....
A financial adviser who knows all about surviving natural disasters recommends ways to mitigate long-term damage to your financial health after a disaster....
No one likes having regrets. And yet, we all have them. Regarding the regrets of retirees, a recent study reveals some interesting findings that we can all learn from. Studying […] The post 5 T...
My wife and I have been Verizon customers for over 20 years and, now that we’re retired, are looking for ways to reduce our monthly expenses. My mother was on our plan and recently passed away s...
The HHS Secretary nominee confused Medicare and Medicaid programs, though he would be responsible for them. We break down the difference....
Patients may think dentists are extending payment for costly procedures, but some could be steering clients to a high-interest credit card....
Tipping used to be simple. You left a little extra at a restaurant or for a hotel staff member who went above and beyond. It was a way to show appreciation for great service. But somewhere along the w...
Answering questions about 1031 exchanges, the national debt of the US and how much of a problem it'll be, and what's the latest with the SAVE student loan forgiveness program. The post Real Estate, th...
Discover the power of viewing retirement as a rebirth instead of an ending with retirement coach Karen Carr....
A New Year brings excitement, hope, and a little extra motivation to achieve some major goals. But 2025 has also brought some uncertainty as well. Political, economic, environmental, and technological...
Retirement isn’t just about having enough money—it’s about making the most of it. That’s why we’re launching a new retirement community designed to go beyond financial pl...
Sometimes, you just need money fast. Other times, you look around your house and realize you’re holding onto things you haven’t touched in years. I’ve got a rule: if I don’t us...
Take time to find the right kind of new home in the right place, consult with professionals who live where you are looking to move and do not leave yourself cash poor....
The ability to switch Medicare plans isn’t as available as many beneficiaries are told or believe....
See fabulous real estate listings of homes in snowbird destinations Savannah, San Diego and South Padre Island, as part of Kiplinger's new "Listed" series....
How you grow up shapes you financially. That can make things tricky for couples and their kids, so follow these four steps to help establish your family values....
Now that the second Trump administration has begun, you might have plenty of questions if you have student loans. Here are some answers. The post Student Loan Repayment and PSLF in the Trump Era appea...
I have one Ira that was made from a 401(k) rollover when I retired. I am working part time to supplement my income. My question, is I have about 90% of the Ira in ETFs and 10% in the money market opti...
I have been retired for exactly 1 month and am wondering how long it takes to get used to being retired? I am a “hare” personality and have worked since babysitting at age 12. Can’t ...
Chuck Pagano is joining the Baltimore Ravens after retiring four years ago. Here's what it takes to unretire....
Looking for some new ways to rejuvenate your body? Why not jump in a sauna and experience the boost that heat therapy can give to your body and mood. Believe it or not, humans have been enjoying sauna...
To maximize your Social Security benefits in retirement, it’s essential to understand five key limits and thresholds: ✅ Earnings Limit: If you start Social Security before full retirement ...
In this final episode of the Retirement Plan Live series, we welcome back Laura and Nick to discuss their unique perspectives on investment risk and aging, particularly from the viewpoint of individua...
One adjustment I'm making to my net worth asset allocation is reducing exposure to closed-end venture capital funds while increasing allocation to open-ended venture capital funds. Closed-end venture ...
A young venture capital firm is searching for the new 'new thing' among older entrepreneurs....
The retirement industry can better serve their preretiree and retiree clients by guiding them through the most important decisions they face....
President Trump is offering government workers a buyout. If you are on the receiving end of this or a similar offer and are close to retirement, here’s what to consider....
These places to retire overseas have high-quality health care....
If you had children later in life, they might be entitled to Social Security benefits when you retire....
The White House has ordered a pause on all Federal grants and loans but left Social Security and Medicare off the list....