Curated articles and podcasts from trusted financial experts and real retirees.
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As stocks plummet and recession fears grow, there’s one silver lining worth highlighting: the increasing value of your home, if you own one. A home is a fundamental necessity for survival, stock...
Splitting retirement funds into three buckets with distinct tax treatments can help you avoid a nasty tax bill down the line. Here's how the strategy works....
The Social Security Administration receives 80 million calls every year. Timing is everything if you want to get through....
Hey Everyone! Did you have a good month? March was a pretty good month at the RB40 household. We visited my brother during Spring Break and had a great time. ... Read more The post March 2025 FIRE Upd...
Making money isn’t about working harder, it’s about working smarter. Too many people waste time on overhyped side hustles that barely pay the bills. Real wealth comes from spotting opportu...
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
The Trump administration has decided not to go forward with a proposal for Medicare and Medicaid to cover high-demand obesity treatments....
A MetLife study shows most companies are committed to 401(k) employee plans, even amid economic turmoil....
401(k) Index shows heightened Q1 market volatility fueled surge in trading...
“Fidelity Crypto for IRAs” allows clients to invest in top cryptocurrencies in a…...
3 in 4 crypto investors spread across two or more assets, signaling strong crypto diversification...
WTW announced new appointments to its global retirement leadership, among other roles...
The set of resources helps advisors support clients impacted by natural disasters and emergencies...
I understand the basics (5 year rule, paying the taxes, etc.), but does it mean I'm basically "buying" with money from my traditional IRA? Let's say I want to convert $50K. My $50K is now worth $40K (...
Learn how to declutter your retirement finances by reducing unnecessary accounts and organizing for a secure future. Tips for simplifying and protecting your wealth....
A new study suggests the U.S. retirement system may be doing better than most....
Markets tumbled, tech got punched, and tariffs made headlines. Here’s how I’m thinking about it—and what I’m actually doing with my money....
The physician shortage is not new. Even before the COVID-19 pandemic, we witnessed a steady decline in the number of ... Read more...
People tend to freak out over market farts. And I always get well-meaning people asking me if I’m doing OK when Mr. Market isn’t so happy. While it can be tough to watch 20% of your net wo...
My goal is to retire in 1500 days at age 43. I am writing this on January 1, 2013, so if all goes according to plan, I’ll sail off into the sunset of early retirement in February of 2017, just i...
Treasury Secretary Scott Bessent says retirees don't pay attention to the day-to-day fluctuations in the stock market, but should you?...
401(k) Index shows heightened Q1 market volatility fueled surge in trading...
Experts touch on what younger investors and near retirees should be doing to protect their…...
The latest news from Employee Fiduciary, CFP Board, Kestra PWS, Waverly Advisors, and Ameritas...
The partnership comes at a time when more advisors look for services to help support them…...
The inaugural “Next-Gen 401(k) Report” from KWP Growth Partners is being…...
Many older Americans retire in Mexico because of its laid-back lifestyle, beaches, and vibrant culture. Here’s the scoop on living in Mexico full-time....
In "A Wealth of Well-Being," Dr. Meir Statman helps us construct a portfolio not simply consisting of financial assets, but a portfolio of life....
While some 'golden rules' stay in style forever, the financial landscape is constantly evolving. Here are five common myths to revisit (with more on the way)....
You've saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These are the key points to consider....
I have to rant… For 30+ years I was the one in my household who managed all of our investments — 401ks, cash, stocks, all of it. Now getting close to retirement, I suggested we move our a...
I feel silly asking because it seems like a simple question, and I work in the financial world, but my financial planner has asked me to determine "How much money do you need to live?" so I can decide...
Chances are that we have never met. I probably have no clue what your life is right now. You could ... Read more...
As an avid hobbyist with too many hobbies to count, I would like to offer some help for those of you who go into retirement without any! What is a hobby, really? Many people think of some of the class...
Si estás a menos de cinco años de jubilarte, antes o después, estás en tu momento financiero más vulnerable. Ofrecemos algunos pasos para lidiar con la volatilidad....
Carve out a large percentage of your income for building wealth; then spend the rest on what REALLY makes you happy. Forget the other stuff. The post Don’t Deprive Yourself While Living Below Yo...
I am thinking about things I would like to do when I retire to for hobby level activities, and one of the things that I am considering is doing small scale day trading. I am not looking to make substa...
Retirement isn’t always beach walks and golf swings. For a lot of people, it’s more like checking the fridge and realizing the leftovers have to stretch until payday. That dream of freedom...
Use your 2024 tax refund to boost short-term or long-term financial goals by putting it in one of these six places....
Longevity risk is a big threat to your retirement, but there are several strategies to protect yourself from running out of money, no matter how long you live....
Do you and your partner have different retirement timelines and attitudes to saving? It is possible to make plans together. This is how one couple did it....
Compared to other professions, a physician’s retirement is not as cut and dry. The typical scene we imagine at the ... Read more...
Yesterday afternoon I signed my shares away to the new owners of the business I've been running for 35 years. Months in preparation, I'm hanging out in the office to smooth over a few transition detai...
FROM THE ARTICLE: 16 Million Older Americans are Not Claiming Their Food Benefits, AARP Reports. As food insecurity and hunger rates rise, SNAP benefits are going unused. *** There are 3 Comments on t...
Tariffs triggered a market plunge, but the emotional impact spans generations—shaping spending, saving, and retirement plans from Gen Z, millennials, Gen X and boomers....
We feel retirement planning has never been more important, yet confidence in a secure financial future is shrinking. A March 2025 Fidelity Investments® State of Retirement Planning study reveals t...
Money is everywhere, but most people have no clue how to handle it. Just look around, grown adults drowning in debt, stuck in the paycheck-to-paycheck grind, wondering why they’re always broke. ...
Job markets change. College has become incredibly expensive. But we all still want to make more money. So what’s the answer? Certifications. In today’s competitive job landscape, acquiring...
Money disappears fast when every purchase feels like a reward. One swipe here, one splurge there, and suddenly, the paycheck that should have built wealth is gone on things that don’t actually m...
Your financial planner may urge you to downsize in retirement. Your kids may even pressure you. But be sure it's right for you before you make a move....