Curated articles and podcasts from trusted financial experts and real retirees.
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The inheritance expected from baby boomers to younger Americans keeps getting bigger. One research group's estimate is already 45% higher than it was three years ago....
The adult children put a lot of effort into finding a seniors' home for Mom. She got there and suddenly refused to enter. Learn about your options if this happens to you....
The longer a husband delays his Social Security retirement benefits, the larger the check his wife will get when he dies. And odds are that he’ll die first, so that decision to delay will leave ...
Annuities can be a valuable tool for middle-market consumers approaching retirement. By providing guaranteed income, stability and protection from longevity risk, they help fill…...
In this episode, we explore an unrefined, yet accurate, approach to determining your risk tolerance. Beyond traditional risk tolerance questionnaires that often fluctuate with market conditions, we in...
In this episode, we dive into the recent IRS revenue ruling that has the financial and estate planning communities buzzing. The possibility that trust accounts may no longer benefit from a step-up in ...
Gold's role in diversifying portfolios extends beyond inflation protection, offering an alternative to stocks and bonds in volatile markets....
medici.tv streams ballet, opera, jazz, and classical music performances. Some public libraries provide free access or you can subscribe directly. Learn the Nuts and Bolts I put everything I use to man...
"Sam" is 58 and he retired at the end of the first quarter of 2024. His wife, "Alice," is 65 and still working as a paid caretaker for the couple's son with special needs. Sam has $400,000 in a Roth I...
When our leaders in Washington passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019, it marked a major change in retirement planning. In a sense, the government was co...
In this episode, we’re diving into the latest legal drama surrounding the Corporate Transparency Act (CTA). A federal judge in Texas has temporarily blocked this law, which would have required U...
In their new podcast, Root Talks, James and Ari open up about the story behind Root—their financial advisory firm—and how it grew from humble beginnings into a nationwide company with hund...
Discover the unique car insurance landscape in New Hampshire, one of the few states where insurance isn’t mandatory for drivers with clean records. Learn about the 2025 rates, top providers like...
December 2, 2024 – Many of you have asked me to comment on a recent phenomenon in the FI/FIRE community: Small-Cap Value (SCV) Stocks. Oh, my! Just when I thought we were making progress in the ...
A car in 2025 is a very expensive purchase. I’m wondering how retirees budget for a new car… I’ve been driving BMW so mince I was 45 and love the brand, but new cars cost more than ...
My retirement begins on Jan 1, and I’m in the fortunate situation that my income for next year will be about the same as what I made this year, due to a combination of VSP and deferred compensat...
Explore the thriving world of remote work from home jobs in 2025. Discover top companies like GitLab, Spotify, and Amazon offering flexibility, global opportunities, and competitive benefits. Learn ho...
TAX BILL CALCULATOR COULD YOUR TAX BILL IN RETIREMENT BE TOO BIG? If you’ve saved for retirement in an IRA, 401(k), or other tax-deferred vehicle, you have a tax bill…...
To read this article on KSL.com, click here. NEW YORK — Hope Murray retired in 2013 after a 50-year career that ranged from game show producer to Hollywood party planner…...
Why wait until you're gone to help the people and causes you love? Get a jump-start on gifting and see all the good you can do....
Instead of passing on an inheritance, giving your children cash to buy a home can be a smart move — as long as you’re not jeopardizing your own retirement....
In our digital age, automated financial management systems are changing how we handle money. They offer advantages like accuracy in reports and quick transaction management. By automating tasks, they ...
Chris was burned out. Despite enjoying aspects of his work, the relentless grind of long hours and aggressive saving left him exhausted and longing for retirement. His goal was to save as much as poss...
Join us for a special episode as we welcome Christine Benz to discuss her new book, "How to Retire." In a captivating conversation at the Rock Retirement Club, we dive into topics like long-term care,...
You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your e...
Have you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings. To...
Bonds are a ubiquitous part of a balanced portfolio and in recent years bond funds have become even more attractive to many investors. However, due to rising interest rates, bond funds are now losing ...
Learn how to tap into the soul of wealth to build a life that breeds happiness and purpose in this episode of “Retirement Revealed” featuring Dr. Daniel Crosby....
Did you know that the average retired couple could end up paying hundreds of thousands of dollars in taxes on their retirement savings? Join Tyson Thacker and Ryan Thacker, as…...
The years leading up to retirement are filled with excitement and angst. But for many, that can change once you actually step into retirement. Join Tyson Thacker and Ryan Thacker…...
For most of my life (70 M), I was a late bloomer in romantic relationships, my career, and my friendships. Luckily, during the last two decades, I got it together—I got remarried, did well in my...
Should I try to keep my IRA spend down such that my year-end value stays the same every year, goes up with inflation, or draws down to leave just a small amount at the end of my life expectancy. I und...
I’m approaching retirement and want to maintain the sense of “bonus years” I’ve enjoyed while working. In my current job, I receive annual bonuses of 10%-30% of my salary based...
![Americans Lack Plans for Retirement Income [New
Study]](/postImages/postImage10985.jpeg)
Allianz Life’s 2024 Annual Retirement Study is out, and it shows a whole lot of Americans lack plans for retirement income. In fact, more than half of Americans do not have a plan in place for r...
Hey everyone! Did you have a good month? November was an interesting month. We had the Presidential election in the U.S. and emotion ran high. I was disappointed with the ... Read more The post Novemb...
Financial advisors discuss the secrets to growing your net worth over time....
If you have $1 million or more saved for retirement, these charitable giving strategies can help you give efficiently and save on taxes....
Health savings accounts could be the most underutilized wealth-building tool out there. Here’s who should use them and how to maximize their benefits....
A few years ago, I came across a profound quote by Seneca in Ryan Holiday’s The Daily Stoic: “All the ... Read more...
If you are like many people, you put off finalizing estate tax planning until the results of the 2024 election were in. Now they are in - it is time to move forward....
Opponents shouldn’t block 403(b)s from purchasing collective investment trusts. Anyone concerned about fees in retirement plans should be delighted that the use of collective investment trusts (...
Needs may be unmet or larger burdens may fall to families. Medicaid is the nation’s publicly financed health and long-term care program for low-income people. It was originally established to pr...
I spent the last 13+ years of my career in IT as a manager, but I’m still a techie at heart. Even now, almost 7 years into early retirement, I still enjoy keeping up with technology and tinkerin...
In these six overseas destinations, a retiree can live comfortably on a budget of $2,000 per month....
*** 3 Comments so far on AARP Website. Stop by to read comments & add yours. *** FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! New 401(k) Rules Let You Withdraw $1,000 Without Penalty — but Sho...
In this episode of "Rock Your Retirement," Kathe Kline and Barbara Mock discuss a range of affordable living and travel options for seniors, particularly focused on those with limited financial means....
In this heartfelt episode of the "Rock Your Retirement" podcast, Kathe and Barbara discuss a cherished tradition they each hold dear: taking their grandchildren or nieces and nephews on special trips....
If you are living in a multi-generational household or considering it, you must listen to this series. Last week we discussed the pros and cons of multi-generational living. Today, we are talking abou...
What’s a safe withdrawal rate for Wine Guy and Wine Gal in Sonoma California to have 35 years of “guaranteed” retirement spending? How aggressively should they convert their retireme...
While family caregivers are the backbone of the long-term services and supports (LTSS) system of care, caregiving is challenging and often comes at a financial cost for caregivers, from both the direc...