Curated articles and podcasts from trusted financial experts and real retirees.
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Episode 468: Cold War II is an ECONOMIC WAR and we’re experiencing the initial skirmish, the battle of the tariffs. Sign up for free ALERTs & Market Commentary at: https://www.investableweal...
Unless you have a plan in place, guess who might be making all the decisions about your prized possessions, or even your health care: a court....
You could be facing a surprisingly dangerous amount of concentration risk without realizing it. Fixing that problem starts with knowing exactly what you own....
"Don't buy stuff you can't afford" is so simple it's laughable, yet too many of us live with debt we think acceptable. Here's how to change. The post Don’t Buy Stuff You Can’t Afford appea...
Greetings and Happy Easter from Naples, Florida! The sunshine is glorious down here. This weekend is shaping up to be ... Read more...
The financial rules have changed now that tariffs have disrupted the markets and created economic uncertainty. What can you do? (And what shouldn't you do?)...
Because all personal hurdles, stressors, and challenges reveal our character, it is entirely possible to use this exercise in financial management as an opportunity fo......
Perhaps you can help a retired lady. I'm 77 and started collecting SS when 62. I still work part time and am self employed. Recently I won a work related lawsuit of $220,000.00. I've been relatively l...
I'm trying to find out how people who have used Trust&Will to set up a Trust like it. Would you recommend it? Any downsides? Anything you would do differently?...
If you worry about how your children will handle an inheritance, you're not alone. Luckily, you have options — from lifetime gifting to trusts — that can help....
Money doesn’t care how old you are. It rewards discipline, punishes bad habits, and doesn’t wait for anyone to figure it out. The earlier you learn how it works, the easier everything gets...
Section 8 is one of the most misunderstood programs in real estate. Some believe it’s a guaranteed paycheck, others think it opens the door to endless tenant problems. The truth sits in the midd...
Only when the stock market goes down do people start to wonder whether they have too much exposure to stocks (equities). Questions arise:Should I cut back? Should I buy the dip? What’s the appro...
Charity fraud is rife, and a Netflix series provides a timely warning about donating money to a good cause without looking into its background....
What is the Vanguard Fully Paid Lending Program? What are the risks to you as an investor? And can you make enough money to bother with it? The post The Vanguard Fully Paid Lending Program: Should a W...
Now more than ever we are living in an era defined by a gaping and growing divide between the haves and have-nots....
I swear I don’t know how I managed to get all the detail work of life done when I had a full time job. Start with Medicare and SS. That alone requires constant checking, monitoring, and tweaking...
67F, widow, worked since age 15. Last Friday was my final day at my job of 34 years (health IT as a large hospital system). I am off all this week and accepted a much better paying, 100% job at a larg...
I just retired and had to buy a house late. I am in year 3 of a 30 year mortgage at 6.375%. I have enough in pre-taxed income, 401k, HSA, and Roth to live comfortably but not lavishly. Would I be smar...
I’m not a businessman. I’m a business, man. Simple yet wise words from Jay-Z. But what does this have to ... Read more...
Seemingly remote yet easily accessible to other points in Europe, sunny Malta offers paths to citizenship and residency for families and retirees....
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's new My First $1 Million series uncovers the answers....
“You have to laugh to keep from crying,” one Republican pollster said about recent comments by the billionaires on the stock market, retirement funds and Social Security....
Trong bối cảnh làng bóng đá thế giới hiện nay, không ai có thể phủ nhận được tài năng...
Giải đấu Asian Champions League - Cúp C1 Châu Á là một trong những sự kiện thể thao hấp dẫn nhất của b...
Someone once said, “after you solve your number one problem, your number two problem gets promoted”. As I approach my self imposed mandatory retirement in a year or so, I’ve been thi...
I had never heard of Grant Cardone until I got on X and saw one of his ads. He was telling people to pull money out of their 401(k)s to buy real estate, not with a no-money-down strategy, just straigh...
The U.S. is experiencing an outbreak of measles and is on track to have the most whooping cough cases since 1948; these vaccines Medicare covers for free can keep you safe....
Saving money sounds simple, until you actually try to do it. You cut expenses, skip takeout, maybe even cancel a few subscriptions, but your account still looks the same. That’s not a discipline...
Now that another tax season is in the rearview mirror for most of us, what lessons can you take from what you learned about your finances to plan for the future?...
Tax-loss harvesting is a strategy where you sell losing positions to get a tax deduction. Here's how to tax-loss harvest with Vanguard. The post How to Tax-Loss Harvest with Vanguard appeared first on...
Let us help you with simple retirement planning: Use this 4 step framework. No jargon, just a useful progression to the future you want. The post Simple Retirement Planning: An Easy 4 Step Framework f...
Over half of America's workforce lacks access to retirement plans like 401(k)s. A new bill aims to change that....
Let’s start with a couple pieces of exciting news, and then I’ll fill you in. First, there is a brand new edition of The Simple Path to Wealth coming to bookstores on May 20th. Second, my ...
Medicare Advantage plans might not have to make drastic changes again in 2026 thanks to a reversal in government policy proposals....
These coastal cities offer affordable beach living and many of the amenities retirees need....
Celebrations don’t have to feel like another monthly bill. A good time doesn’t need rented chairs, overpriced cakes, or an event planner. Most people just want to feel seen and enjoy the m...
"Plastics" is no longer the wisdom passed down to the young, as in "The Graduate." These days, retirees are giving much better advice....
Money mindfulness is a powerful trick to reducing financial stress and improving your day to day and long term financial outcomes. Learn how. The post Money Mindfulness: 10 Ways to Reduce Stress and I...
Setting goals sounds nice. But most people treat it like a New Year’s resolution, something they talk about and never follow through. That’s why they stay broke, burned out, or both. Many ...
Saving money at home doesn’t have to mean cutting corners. The real win is finding simple upgrades that give back time, cash, and sanity without turning life into a DIY marathon. Most people jus...
An interview with Dr. Matt Morgan, who took a self-created sabbatical after years of financial preparation, reclaiming his time to travel, reconnecting with family, and living intentionally. The post ...
Having mountains of financial paperwork take over your home can be frustrating. Here's how to get the mess under control while still having your essential information at your fingertips....
Here are some opportunities to consider regarding investing, interest rates and tax cuts as the financial landscape shifts under the new administration....
Not only could you get a tax break, but the compounding effect over 35 years could turn the average refund into nearly $14,000....
When it comes to selling a home, first impressions are everything. Yet, many sellers make the mistake of thinking buyers can look past an empty room, outdated furniture, or a poorly lit space. The rea...
If you have a question or need information from a federal agency, check the federal holiday schedule to make sure you get your business done before they close....
Freedom Fiduciaries’ Shane Hanson launches new company and software for retirement plan…...
New report finds 40% increase in satisfaction with the retirement plan’s advisor after…...
Keynote session at Qualified Plan Fiduciary Summit also features Fred Reish warning about…...