Curated articles and podcasts from trusted financial experts and real retirees.
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The Trump administration has cut by more than 40% the staff that oversees critical programs for older adults and people with disabilities who live at home....
Tuesday, March 25 - Monday, March 31, 2025 Most Commented score comments title & link 2,181 451 comments The night before my last day before retiring 55 149 comments Choosing not to retire when th...
I'm 59 and feeling the retirement pull firmly these days. I've done the basic research—watching videos, reading articles and blogs, and consulting with my advisor about investments. Still, I hav...
I’m 3 months away from retiring at 59.5. Can’t wait, but feel I need to stick it out until then so can be on COBRA for 1.5 years then start private insurance at start of 2027. (also waitin...
Anyone have some ETF or Mutual Funds suggestions that help balance the risk a bit better in retirement than the S&P 500 index? I have a few years yet to go but I won't be sleeping well if I'm goin...
Author Benjamin Brandt explains how retirement planning starts with the practice during your working years in order to prepare for a successful retirement...
Stagflation — the economic bogeyman of the 1970's — may return to the US. Here's what it could mean to your retirement....
There are millions of people across the country caring for elderly or disabled family members. New research shows the key changes that would improve their lives and the lives of those they care for....
? Show Notes In this episode, we kick off a month-long series on retirement basics, emphasizing the crucial role of partnership in planning for retirement. We discuss why it's vital for both spouses t...
Let’s start with the numbers because numbers don’t lie – even if our collective memory does. As of March 13, ... Read more...
Well, folks, after 16 years of diligently writing three free posts a week, I’ve finally decided to erect a paywall. Originally, starting in 2009, my goal was to provide free financial insights f...
Wage growth for job-hoppers is on the decline, but financial advisors say that might be a good thing for long-term retirement savings....
Call wait times are expected to worsen as staff cuts grow, but financial advisors say there are ways to help clients dealing with the frustrating situation....
If we are going to do what we hoped to do when we retired, we need to do it now because we have a shorter runway....
To reach financial independence, you need to be unconventional. When everyone else owned a car, we took public transit. When everyone else ate out, we packed our lunches. When everyone else bought a h...
Money stress is no joke. One minute, you’re feeling fine, swiping without a second thought. The next, you’re staring at your bank account, wondering how things went south again. Turns out,...
Retirement should be the time to enjoy life on your terms, not stress over money. But getting there takes more than wishful thinking. Without a solid plan, small missteps can turn into major financial...
How can the wealth management industry help make life transitions easier for the adviser and the client?...
These strategies can help to build influence with high-net-worth individuals, who are often looking to an adviser for insight rather than solutions....
Please contact your congressman for your district. They will refer you to their website, or They will sent you an E-Mail with a letter which has an electronic form which you complete and send it back ...
After 14 years, The White Coat Investor is making a big change. Here are all the details you need to know about WCI's future. The post WCI Has Been Sold appeared first on The White Coat Investor - Inv...
To be clear, the Artificial Intelligence (AI) is the awesome thing. I’ll leave it up to you to decide if ... Read more...
Life’s biggest luxuries aren’t always flashy. They’re the everyday things that feel so normal, they barely get a second thought. The ability to turn on a faucet, flip a switch, or gr...
What are the three predictors of retirement happiness? Dr. Michael Finke, CFP® from the American College of Financial Services tells us what his research shows. He also shares his insights on the ...
FROM THE ARTICLE: Answers to frequently asked questions about your retirement benefits. By Andy Markowitz, AARP. *** There are 363 Comments on the AARP website. Stop by to add yours. *** Published Sep...
Singapore offers an exceptionally high quality of life that includes vibrant culture, excellent health care and modern infrastructure....
You're leaving money on the table if you don’t use all your benefits....
Many retirees focus on achieving a high Monte Carlo “probability of success” in retirement—but is chasing a 99% success rate always the best move? In this episode, James highlights a...
Is it the duty of the investor to lose money from time to time? If you want to build your nest egg to beat inflation, the answer is yes. The post Get Used to Losing Money appeared first on The White C...
President Trump signed an executive order forcing the federal government to phase out paper check disbursements by the fall....
Gen X doesn’t get enough credit. While millennials are busy blaming the economy and boomers won’t stop talking about their golden years, Gen X quietly figured things out. They built wealth...
Payments to eligible retired public sector employees will increase starting in April due to the Social Security Fairness Act (SSFA).....
I recently asked why people continue to work when they have the means to retire. As someone who is retired and loves it, and someone who worked 40+ years and never woke up and said “I hate my jo...
Hello, Planning to retire soon around age 62 or 63. With a stable job, market crashes, recessions and downturns have been for me opportunities to invest and profit from the subsequent recovery. I wond...
I’ve been retired for three years and, so far, my investments have grown more than I spend. Although 2022 was a tough year to retire into, my total annualized return is currently about 11%. I ha...
Stagflation is a rare and challenging economic condition where slow or stagnant growth, high unemployment, and persistent inflation occur simultaneously. Typically, inflation rises when an economy is ...
Owning a vacation home seems like the dream, until factoring in maintenance, property taxes, and the reality of only using it a few weeks a year....
More Americans are moving to urban areas instead of suburbs or smaller towns, according to the U.S. Census Bureau....
Understanding variable expenses and fixed expenses can help you create a successful budget. Learn the difference and how to manage your variable expenses....
As Gen X approaches their next life stage, 55+ communities could be one way to both drive home equity and thrive socially....
If you are too scared to spend money in retirement, you may be saddled with regret. Here are three ways to safely enjoy your sizable retirement nest egg....
Many seniors are finding success with side businesses that leverage their lifelong hobbies. Find out how you can do the same....
Loneliness in older adults can be reduced through the experience of senior living communities. US News and World Report surveyed older adults and families...
Social Security has delivered four decades of predictable and stable costs and benefits. This is a remarkable achievement in a constantly evolving economy....
You know you should rollover your old retirement account to an IRA. But do you know how to do it, and avoid pitfalls (and penalties)? The post The Rollover appeared first on Getting Your Financial Duc...
Not all states are created equal, especially when it comes to your wallet. If you want to stretch your dollar, you’ve got to know where to look, and stop complaining about how unaffordable every...
At a time of resistance to environmental, social and governance goals, pension funds have become a bulwark against efforts to sideline climate risks....
I have my head wrapped around the finances. I think what I'm worried about is finding my rhythm. I exercise most days now, usually through fitness classes on my lunch hour, and am oddly rather worried...
Americans are taking it outside in record numbers: Some 178.5 million people participate in outdoor recreation, helping generate $1.2 in revenue....
Marathon running isn't just about lacing up sneakers and hitting the pavement; it's also become a catalyst for a booming retail landscape....