Curated articles and podcasts from trusted financial experts and real retirees.
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Nobody likes taxes, but most people just accept them without question. The government takes a chunk, and you move on. But if you’re paying more than necessary, that’s on you. A recent Pew ...
As original Medicare faces funding shortfalls, Dr. Oz may shift to private insurance providers through Medicare Advantage. Here's what we know so far....
Maybe you've heard of using Delaware statutory trusts to defer taxes on real estate investments, but zero-coupon DSTs take those benefits a step further....
If you're investing heavily in the twists and turns of the stock market in your 50s or 60s, you may be risking too much....
When leaving an employer, conventional wisdom suggests that you also rollover your 401(k) plan to an IRA. Not always the best call, though. The post 8 Things to Consider Before Rolling Over Your 401(k...
By slashing staff and tinkering with its internal computer systems, the Trump Administration is likely to make Social Security less efficient, not more....
Unsafe aging parents who refuse to move or get help create a huge worry for their adult children. Strategy to address this is needed....
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I recall seeing headlines that say you need x millions for retirement which makes me question our financial readiness to retire. We are a frugal married couple in the U.S. nearing FRA with no dependen...
Autopay sounds like the perfect financial hack: set it and forget it, right? No missed due dates, no stress, just smooth sailing. But here’s the problem: companies love autopay because it keeps ...
Jean Chatzky explores how retirement trends indicate that the middle class is winning at retirement and shares practical tips to prepare for retirement in 2025....
Here's how to find out if you'll pay tax on your Social Security benefits....
COVID and technological advances have created a perfect storm of fraud against older Americans. Between 2019 and 2023, the number of fraud cases reported to the Federal Trade Commission more than doub...
Dan asks: If monthly income from an IRA exceeds $2,908 for a single person, would that result in disqualification for Medicaid? We break down the income limits, potential strategies to navigate Medica...
Before you settle on a retirement community do your homework with these questions....
Beep beep beep , buzzing overhead, door opening abruptly, many muffled voices. Sounds I dislike. That cleaning solution… the Sanitizer lingers, metallic blood. Smells that hit me e v e r y time...
AI’s here to zap the clutter and boost your nest egg. Experts say it’s a game-changer—but is it trusty or tricky?...
One of the most misunderstood Social Security issues is how working past age 62 affects retirement benefits....
A new analysis reveals that the policy change would mainly benefit high-earning retirees or those close to retirement....
It's never too late to start planning and saving for life after work....
Retirement sounds like a dream, no alarms, no commutes, just time to enjoy life. But where you live can make or break that dream. Pick the wrong place, and you could end up spending too much, stuck wi...
Have you ever noticed how some people make money without dealing with inventory, shipping headaches, or customer complaints? They’re selling digital products, things you can create once and sell...
Four strategies to keep health care costs from tanking your retirement, especially before Medicare kicks in....
On a scale of 1 to 10, how confident are you in your retirement plan? This quick quiz will help you find out if it's on track, or whether it needs more work....
Climate change is hitting the U.S. hard, and while positive action from the White House may now be unlikely, individuals can use their wallets to hit back....
When it comes to your child’s future, the goal is about more than just setting up a savings account or ... Read more...
Your 40s and 50s are often the prime years for building wealth, but too many people may make avoidable mistakes with their 401(k)s – mistakes that could cost them in retirement. Whether it&rsquo...
Most people never ask or research their retirement investing to see if it is supporting predatory lenders. Discover how index funds can often obscure this....
Passing money from one generation to the next in trust can have its pitfalls....
Check this of 10 local Social Security Offices that have been or are in the process of being closed to see if your location is closing....
Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too....
If you knew that no matter how hard you tried, success was impossible or practically impossible, would you still push yourself to the limit? Or would you rationally pivot to another endeavor with a re...
The words “fun” and “taxes” probably don’t go together in your mind. But, as I mention on today’s episode, they do at Keen Wealth! Helping folks be good stewards of...
In this episode, we tackle the complexities surrounding private equity in retirement portfolios. Join Roger as he navigates a listener's inquiry about the necessity and implications of investing in pr...
Worried PSLF is going away? The solution isn't to avoid the program; it's to save up a PSLF side fund you can use just in case it does. The post Nervous About the Government Taking Away PSLF? Start a ...
Is it better to save for retirement in traditional 401(k)s and IRAs, or in Roth accounts? That’s today on Your Money, Your Wealth® podcast 518 with Joe Anderson, CFP® and Big Al Clopine,...
They are about to gut Social Security Administration people. We got here because Americans voted Trump in office. His project 2025 is real and people ignored it. Now it's happening. What is AARP going...
This post is a follow-up to our post of February 13, 2025, How to Improve Decumulation Planning. Subsequent to that post, we received our copy of Retirement Planning Guidebook, by the preeminent retir...
Very concerning. Just said not available at this time. Finally got signed in later on. Probably was Musk and his minions rifling through everyones confidential sensitive information. Terrifying what i...
A detox cleanse?? What is this, some sort of health blog now?! Nah, that’s only a small portion of what I like to talk about. However, one of the things I continue to strive for is to better mys...
When you leave your business, your retirement, your employees and your legacy are at stake....
Changing gears from growth to protection isn't easy for some folks. How do you do it? And when?...
Wealth isn’t random. It’s not luck, talent, or how hard you grind. It’s the choices you make with money every single day. The rich follow a different set of habits, and over time, th...
I believe that housing has always been affordable. People say, “It’s different now,” but that’s what they’ve always said. The real issue isn’t affordability, it&rsq...
Is there a pet tax credit? Not currently — but there are specific circumstances in which pet owners can deduct certain pet-related expenses on their taxes....
Consumer-directed healthcare (CDH) plans are evolving — and fast. These plans are no longer just about covering doctor visits with low insurance premiums. They’re also becoming a key compo...
Hiring a personal chef could be a fun and smart money move as food inflation spices up restaurant and grocery prices....
The Social Security Administration will start paying retroactive benefits owed this week. Monthly increases will start for most people with their March benefit, which is paid out in April....
Planning ahead for early retirement can help you avoid some common obstacles. But it will also help you cope if you lose your job unexpectedly....
Aronowitz will manage the Employee Benefits Security Administration (EBSA), which protects pension, health, and other benefits and enforces ERISA protections....