Curated articles and podcasts from trusted financial experts and real retirees.
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The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know....
Explore the history of U.S. tariffs and the impact they have had on the economy to help understand what is happening now. The post A Brief History of U.S. Tariffs and Their Economic Impact appeared fi...
Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money. The post Video: Taxes in Retirement Office Hours app...
Pennsylvania isn’t doing too badly when it comes to their healthcare and its infrastructure. Pennsylvania ranks 5th in the country ... Read more...
Boomers are sitting on a mountain of cash, and they’re not letting go anytime soon. If you’ve ever wondered why it feels like older generations have all the money, that’s because the...
American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts....
One of the best online courses of the year, Continuing Financial Education 2025, has dropped—order it now to jumpstart your financial journey. The post Use Your CME Dollars to Crush Burnout and ...
Bank branches are closing across the country. If you are among the retirees who prefer to bank in person, you have some options....
Many professionals find that retiring isn’t just about having enough money—it’s about feeling ready to leave behind the structure, identity, and comfort of a career. In this Root Fin...
If you’re within five years of retiring, either before or after, you’re at your most vulnerable financially. Here are steps to weather the volatility....
If you’re tired of being hit with a tip screen every time you grab a coffee or pick up a sandwich, you’re not alone. Tipping used to be simple. Now it feels like it’s everywhere, all...
It's not all about the big trips and special occasions. There are plenty of ways to enjoy yourself day-to-day in retirement without breaking the bank....
Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times. The post Market Volatility: What Percentage of Boldin Users ...
Hear what 12 thought leaders have to say about Trump's tariffs and the market turmoil. Get useful advice and insightful commentary. The post Trump’s Tariffs and Markets in Turmoil: Commentary an...
The families of more than 1 million children and teenagers with serious physical and intellectual disabilities are receiving Supplemental Security Income, or SSI. But a 1996 reform made it harder to k...
This little-known risk of a down market can cause lasting damage to your portfolio....
To succeed in investing for retirement, you need time and discipline — liquidity can give you both....
You could unlock hidden wealth in QOZs with strategic oil and gas investments, potentially combining tax advantages with long-term growth in an essential industry....
Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional management....
Travel isn’t just a vacation, it can be a career. Some jobs don’t tie you to an office, don’t trap you in a routine, and definitely don’t make you wait for permission to see th...
We all love a good deal, but nothing beats free. There’s something satisfying about getting what you need without spending a cent. The problem? Too many people still pay for things that have alw...
If you receive an upward adjustment to your monthly Social Security benefits due to the SSFA, how you pay your Medicare premiums might change....
My wife and are only 18 months retired, and we haven’t encountered anything that has seriously blown up our retirement lifestyle of choice — yet. But we know others that have. Kids have mo...
I have not planned a retirement date. I am 62 with 33 years of seniority, and I am hesitating. I think my finances are in order, my advisor tells me I am good, but of course I am nervous about it, whi...
How Can Students Learn to Invest & Manage Finances Now?...
How to Make 500 Dollars Fast: 15 Ways to Make Quick Cash...
Working While Studying: Can They Build Passive Income?...
How Can Students Learn to Invest & Manage Their Finances for Long-Term Stability?...
Top 15 Best Places to Sell Clothes for Cash Online or In-Person...
This week’s blog post points to my latest YouTube video where I share an update on my two taxable dividend income portfolios. The combined portfolio pays me about $13,633 per year in dividend in...
Are you on track for a fabulous retirement by age 60? Here is what you need to do to prepare for an early retirement....
An interview with Dr. Rob Orman, a writer, podcaster, and coach who now works with physicians to build resilience, overcome burnout, and reconnect with meaning and purpose in their work. The post Opti...
Just a question to ponder and to get some feedback on specific benefits: This is only for Social Security RETIREMENT benefits - not other type like Disability or Survivors. Should a person be able to ...
We hear you loud and clear. AARP members are deeply concerned about Social Security, and we are steadfast in our commitment to protectingthis vital program. Right now, we’re asking for three ass...
Hey Everyone! I am back from Spring Break in North Carolina. We visited my brother and his family in Cary, a suburb of Raleigh. Wow, that town is incredible. The ... Read more The post Series Binge: S...
I have and done. I spoke with my pastor and he thought it was a great idea. He completed his and he is in his late twenties. When someone passes it is the first thing that must be done. The family is ...
Reciprocal tariffs will drive up the cost of most goods, making everyday life more expensive for American households. According to Fitch Ratings, the U.S. tariff rate on all imports has jumped from 2....
Where Can I Apply for an Inheritance Cash Advance Today? 7 Top Options...
Top 12 Best Companies Looking for Product Testers in 2025...
Just for information: The Social System is made up of (3) different programs. Each of these has their own eligibility requirements and other rules to which the beneficiary has to comply to get these s...
The first time I called was at 3:00 PM I was put on hold until I was disconnected at 4:00 PM the closing time. The second time I called the recording says wait time is greater than 120 minutes, then t...
I have a feeling I'm going to still be waiting for months for my retirement approval letter, but I'm wondering in the meantime how close people's actual benefits were to the benefit estimate? Trying t...
Avoid costly, lifelong Medicare penalties by understanding enrollment deadlines for Part A, B, and D. Learn how timely signup protects your retirement budget....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2) —The saying “you’r...
If you’ve ever felt awkward staring at a payment screen, debating how much to tip, you’re not alone. Tipping used to be simple: restaurants, taxis, maybe your barber. Now, it feels like ev...
The ultra-rich don’t waste time complaining about taxes like everyone else. They know the game, and they play it better than anyone. While most people see taxes as unavoidable, the wealthy treat...
Whoever told you a college degree is the only way to make six figures was lying. Sure, it’s the traditional path, but it’s not the only one. Plenty of careers pay serious money without fou...
JPMorgan’s guide can help baby boomers determine whether they have saved enough for a retirement pegged to their income level....
Lack of awareness leads many to overlook these potent financial tools, and with the possibility of running out of money in retirement, that could really hurt....
Focusing on these market fundamentals can help investors stay grounded rather than being swayed by emotion or market hysteria....