Curated articles and podcasts from trusted financial experts and real retirees.
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We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular....
Timing is everything when it comes to starting Social Security. Here are the top reasons why people choose to delay or take it early, according to one expert....
In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's ...
Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?...
When doctors don't talk about money, they end up making the same dumb mistakes. Stop the cycle and learn from others. The post Biggest Financial Mistakes Doctors Make appeared first on The White Coat ...
Welcome to this week’s edition of The Sunday Best, where we dissect the trepidation around investing at all-time market highs ... Read more...
Republican lawmakers and conservative think tanks are proposing a new type of tax-advantaged savings account. Think Roth IRAs, but not just for retirement....
I’m 73 and trying to figure out when I can afford to retire. I have a semi-invalid daughter I’m supporting for at least two more years. So, I plan to work for at least two more years. My j...
Let me be super clear about 2 things up front: I (68, retired) am very fortunate to have enough saved and invested for my retirement, including maxing my 401k and IRA over 40 years and paying off my h...
Financial literacy is a cornerstone of independence and success. As a father committed to the principles of Financial Independence, Retire Early (FIRE), I believe it’s never too early to start t...
Even among retirement-age Americans, many nest eggs are almost empty, according to an alarming new study by GOBankingRates....
Can you believe 2024 is almost over?! It’s true the years go by faster as you get older. I’m 51 this year and 2024 flew by. Mrs. RB40 and I ... Read more The post 2024 Year-end Financial H...
Episode 459: Inflation numbers keep coming in higher than “expected”. The Fed will likely not cut rates as much as anticipated in 2025. The Market hasn’t been happy about that. Beyon...
Episode 454: The economy is driven by energy and right now the energy sector is THRIVING. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ --------------...
Episode 453: The media just discovered we’re in a manufacturing recession. Should you be worried? Well, manufacturing has been contracting for two years, so it’s not a new problem. It&rsqu...
Episode 424: The major indexes have regained their 50dma but global trade is slowing as evident by the decline in exports from China, Germany & Japan. Short term markets are exuberant for peak int...
Many people are surprised and shocked when they learn what happens when retirement account owners neglect simple details about the tax code and their accounts....
Dreading the idea of retirement? This planning technique for the 'go-go, slow-go and no-go years' can lessen the worry and help you save efficiently....
Here's what you need to know about the kiddie tax, how to figure out how much it'll cost, and whether it's required for you to pay. The post The Kiddie Tax appeared first on The White Coat Investor - ...
Category Details Number of companies that went public Approximately 83 Notable companies that went public ABC, Coca-Cola, Green Shoe ... Read more...
These past few weeks, the U.S. healthcare system has been the focal point of heated coverage. United Healthcare’s CEO was ... Read more...
In today's ever-changing economic landscape, building a diversified investment portfolio is more critical than ever. Diversification, the strategy of spreading your investments across different asset ...
I’m retiring in a few weeks, and we’ll have enough in our taxable (brokerage) account to cover 3-4 years. I decided to keep about a year’s expenses in a HYSA, and put the rest in a t...
A bill has been introduced to eliminate taxes on Social Security benefits....
Category Details Number of companies that went public Approximately 298 Notable companies that went public Hewlett-Packard, Walt Disney Productions, ... Read more...
Category Details Number of companies that went public Approximately 435 Number of companies that have been acquired Several, including ... Read more...
Category Information Number of companies that went public? Approximately 673 Notable companies that went public? ARAMARK, Sealed Air Corporation, ... Read more...
KEYWORD TOPIC Details Number of companies that went public Approximately 163 Notable companies that went public Square, Fitbit, Atlassian, ... Read more...
Companies That Had Their IPO in 2013 Details Number of companies that went public Over 200 Notable companies that went ... Read more...
KEYWORD TOPIC Details Number of companies that went public 165 Notable companies that went public Facebook, Workday, Splunk, Guidewire Software, ... Read more...
Metric Information Number of companies that went public 185 Notable companies that went public Alibaba Group, JD.com, LendingClub, GoPro, ... Read more...
Category Details Number of companies that went public Approximately 334 Notable companies that went public LinkedIn, Groupon, Zynga, Pandora ... Read more...
Metric Value Number of companies that went public Approximately 105 Notable companies that went public Twilio, Line Corporation, Acacia ... Read more...
Category Details Number of companies that went public Over 160 companies Notable companies that went public Snap Inc., Blue ... Read more...
Category Details Number of companies that went public Approximately 232 Notable companies that went public Uber, Lyft, Pinterest, Zoom, ... Read more...
My position was "eliminated" last month. I was decently paid though under market rate for what I did. I have been at the company for twelve years, moving upwards over five positions including manageme...
Last weekend, when I began my eighth decade, I was overwhelmed by so much love. My family and friends filled my calendar with lunch and dinner dates, and my social media was brimming with good wishes....
I have a date and it’s rapidly approaching but I’m not excited, and I haven’t told many people because it doesn’t feel real at all! In the back of my mind I’m thinking th...
The Roth conversion is a popular year-end tax maneuver for DIY retirement planners. It works just as well at the start of the year, but more people are interested in December. The move involves transf...
Time was, including crypto in your retirement account seemed far too risky. Some financial experts now recommend it for diversification. But buyer beware....
While there are some good annuities that can be utilized by white coat investors, the vast majority that are sold are terrible deals. The post The Wrong Annuities Are Being Sold (Bought?) appeared fir...
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals. The post Have an Inherited IRA? Here is Your Guide to Strategizing Required W...
This gift guide is focused on helping you give long term financial success and happiness to everyone on your list, young and old. The post Holiday Gift Guide: Great Financial Wellness and Investment G...
Medicare accounts for more than 10 percent of federal spending. Medicaid, which covers 90 million low-income workers and disabled people, has the largest enrollment of any government insurance program...
Real estate is inherently local, with property values closely tied to the economic drivers and characteristics of specific regions. While understanding the national housing price forecast for 2025 pro...
Cash-strapped retirees are returning to the workforce. How to prevent becoming one of them....
I'm 67, and will have to start taking out RMDs from my IRA account at 73. This will give me a big tax hit at that time and subsequently. I was thinking I could pull out $50K/year from the IRA for the ...
I am retiring at the end of the year at age 60. I had hoped to continue our health insurance (Excellus Simply Blue Plus Platinum) through my employer by doing consulting for them in 2025. Just found o...
I have a game plan to retire in March and my financial advisor says it is gonna work. And now a couple opportunities seem to be rearing their head. Returning to a job that may establish an amazing rep...
The best gift to leave heirs isn’t a lot of money. What’s really valuable is to pass along strong financial values and knowledge. Learn how. The post How and Why to Pass on Financial Value...