Curated articles and podcasts from trusted financial experts and real retirees.
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What do Arnold Schwarzenegger going vegan, the U.S. advocating for lower carbon emissions, and Warren Buffett calling for higher capital gains taxes all have in common? They are all examples of what I...
Living a long time in retirement with limited financial resources means you’ll need to be resourceful and creative to live long and well....
Toys come and go, but opening a Child IRA allows you to give the gift of a lifetime. Here’s what you need to do....
“Flexing” is a slang term that means showing off or boasting about one's accomplishments, possessions, or skills, often with the intention of impressing others. For example, someone might ...
New for 2025, employees 60 to 63 can save an additional $11,250 in their 401(k), but should they?...
We answer a question from a 44-year-old Pittsburgh bus driver earning over six figures annually who maxes out a Roth IRA, contributes 10.5% to a 457 plan, and is covered by a pension. He owns five ren...
Discover if Dave is the best cash advance app in 2025. Our in-depth review covers its no-interest advances, low fees, budgeting tools, and pros and cons to help you decide if it's the right fit for yo...
My friends at Apex Money recently shared an article that made me think. The article was from the Harvard Business Review and highlighted 7 Hidden Traps of Retirement, which the […] The post 7 H...
Assess the cost considerations of long-term care insurance for retirees and pre-retirees....
Trust and communication are vital for older generations to pass down the values required for building, preserving and growing their family’s assets....
Even as they approach retirement age, half of Gen Xers have not done any retirement planning....
Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better. The post Planning for Uncertainty: Why Roth Conversions Require Iteration, Not Per...
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age. The post Cross Class Friendships: Why Having Friends with Money is a ...
Those at or near retirement need to account for slightly higher tax brackets, as well as higher Basic Personal Amount and OAS clawback thresholds, among other changes for 2025. The post What retirees ...
So, I retired a few months ago. During my career, I did a lot of voluntary work for charities. Mostly this coniststed of assessing grant applications, editing a journal, serving on advisory committees...
Spouse and I are recently retired. All of our assets have designated beneficiaries (each other, and then daughter is contingent beneficiary once we are both deceased.) Since she is our only child, I'm...
Many middle-aged adults nearing retirement face anxiety over uncontrollable factors like Social Security cuts, lower investment returns, and increasing tax rates. Ari and James discuss how fear of the...
Getter a better night's sleep in 2025 by overcoming these four retirement fears....
When business owners contemplate retirement, their first step should be maximizing the value of their biggest asset. Here are a few steps that could help....
Placing a security freeze at ChexSystems helps prevent someone from opening a bank account in your name. Also check your ChexSystems report and score. Learn the Nuts and Bolts I put everything I use t...
Ask family caregivers what sort of government support they want and their answer is clear: They want upfront cash....
Adopting a new view of the stages of your retirement years will help you live long and well in retirement....
Author and executor advisor David Edey shares how to prepare your estate and your executor to leave a legacy behind instead of a mess....
Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should make sure that their plan is still in sync with how they wa...
One of the reasons my team at Keen Wealth puts so much care into personalizing our comprehensive planning process is that there's no one path to a successful retirement. Yes, we often incorporate some...
On the last episode of 2024, we continue our “Stocking Stuffers For Financial Freedom” conversation. We hope you enjoy the Holiday Season and we look forward to reconnecting in 2025. Glenn...
Ease into retirement at your own pace and in a way that aligns with your interests....
Will the TCJA Estate and Gift Tax Provisions Really Sunset?...
With another strong year in the stock market, it’s time for investors to celebrate! While marveling at the growth of your portfolio is satisfying, a more rewarding way to celebrate is to actuall...
Unlike a more passive refund, this type requires you to work for it. First you have to activate the card. Then the fun begins....
Fidelity’s 16th Annual Resolutions Study finds unexpected expenses and inflation are top…...
IAA's 140 partner firms will be able to view, analyze and manage clients' 401(k)s and other…...
The GAO report also lists recommendations for the DOL to improve federal monitoring of…...
Older workers share key financial lessons like saving for retirement earlier, maximizing…...
The IRIC expects to see in-plan retirement income to make a big impact in 2025...
Annual prognostications grade reverts back to long-term average after only 5 of 10 calls…...
Less than half of working women feel prepared for retirement and of those already retired, only 19% find retirement to be exactly what they expected. Here's what you can do while still working....
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that....
Physicians have a strange relationship with retiring. Because medical professionals tend to have a later start to their careers, they ... Read more...
But the increase should be small and gradual. Enough with politics. It’s time to get back to solving problems. Not surprisingly – given my slant on the world – the problem I care mos...
Employees can fight the bias and misconceptions that may be hindering their opportunities for involvement, development and advancement by combatting age stereotypes....
Here’s how to come up with the cash to buy a property in another country....
Large bipartisan majorities in Congress voted for the SECURE Act in 2019 and SECURE Act 2.0 in 2022. Another SECURE Act might be in the works....
Are you mistaking a Monte Carlo analysis for real financial planning? I'll explain why this common tool, often used by financial advisors, is not a substitute for a true financial plan. A Monte Carlo ...
Amount believed to be largest ever for an ERISA case about poorly performing investment…...
Amount believed to be largest ever for an ERISA case about poorly performing investment…...
A Post-Mortem on the Benartzi-Adams “Debate”...
With the new year quickly approaching, it’s a good time to think about some of the key…...
Some places you love so much you can’t wait to go back. Barcelona was not one of those places. From the hotel manager who screamed at us for daring to ask about our room bill, to the restaurant ...
Fiduciary financial advisers are required by law to work in your best interest. Here's how they are key to intentional and efficient financial management....