Curated articles and podcasts from trusted financial experts and real retirees.
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Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now... The post Can an Investment Policy Statement Make You 5 Times Wealthier...
Further explanation of the tenets behind the Social Security Spousal Benefit provision for clarification and better understanding. The post The Social Security Spousal Benefit – Further Explanat...
Several years ago, I made a “killer” Black Friday score. I’d been eyeing a sleek set of headphones, and after ... Read more...
Medicare Open Enrollment period is more complicated than usual this year. It's important to have the right advisor help you navigate the choices....
Sponsored Content by Sensible Money...
Use this retirement checklist of 28 wise things to do before each year’s end to set yourself up for a great 2025 and a secure future. The post Your Year End Retirement Checklist: Put 2024 Behind...
Does your state allow automatic IRAs for employees without a 401(k)? It could be a powerful tool for your retirement....
I was twelve, maybe thirteen years old. Our elderly neighbors could no longer keep up with the flower gardens and ... Read more...
Getting all of your assets to work together is key to having enough retirement income to pay for caregivers and other long-term care needs....
New Spending in Retirement study shows big increase in spending more than they can afford…...
New Spending in Retirement study shows big increase in spending more than they can afford…...
As CMS announces 2025 Medicare premiums and deductibles, new analysis finds Medicare Part B…...
Still, a Corporate Insight report finds that 87% of plan participants are “somewhat…...
Deal with SS&C's Black Diamond Wealth Platform integrates customized 401(k) solution for…...
The IRS announced changes to retirement contribution limits to help workers boost their retirement savings with cost-of-living adjustments. Whether you’re saving through a 401(k), IRA, or anothe...
A small fraction of U.S. workers are on federal disability insurance – about 8 million – but the monthly cash payments are crucial to them because they’re no longer able to work. Wha...
With long retirements, you’ll need to plan ahead for multiple phases of life that come with different needs and interests....
I am meeting my financial advisor to double check that we are ready for retirement. I am positive we are ready according to my numbers, but as so many have posted, there are always doubts. I really ho...
Looking for some advice and perspective from this wise group of people. Here's the story so far... My wife and I have worked in tech and done well enough for ourselves. During COVID, she went through ...
Join us as we dive into year-end financial planning strategies to optimize your retirement plan. This episode unpacks the essentials of contributing to various accounts like 401(k)s, IRAs, Roth IRAs, ...
She's spent many hours doing research and speaking with other caregivers to find her way to resources designed to help caregivers....
Deanna Strable previously worked as Principal's COO and CFO...
Average balance now tops six figures after closing 2023 at $86,000...
Numbers are still lower compared to 2021's high adoption rate of 49%, finds Callan...
Apple reclaims top spot from Nvidia among SDBA equity holdings...
Resource designed to help clients understand, anticipate and navigate the full impact of…...
In 2005, the Initial Public Offering (IPO) market experienced a remarkable revival, with 190 IPOs happening in the United States. ... Read more...
Do you or any people you know have phobias? Well, on this episode we look to have a little fun in drawing some financial analogies from some of the worlds strangest phobias and discuss potential lesso...
These apps help retirement savers plan, invest and even get matches on qualified accounts....
Meet Ari Taublieb ? If you didn’t already know, Ari and I work together at Root Financial, and we thought it was finally time to launch a podcast series together. In our very first episode, we d...
There’s never been an easier time in history to take the reins of your finances and make your money work harder for you. Indeed technology makes effective budgeting accessible to everyone. It&rs...
Now that I'm retired, I'm finding myself getting less interested in world or national news, about opinion pieces, about scandals and controversies, about huge initiatives that might have a significant...
This is part 2 of Dr. Jim Dahle's harrowing story of his accident, rescue, and recovery after he fell off the North Face of the Grand Teton. You will hear from all of the people who had a hand to play...
After reviewing my analysis on a conversation I had with a financial professional in 2013, I decided to take another close look at my finances. To my surprise, I uncovered a huge gap between my percei...
Curious if anyone who retired or thinking of it with kids still in school? We are older parents (59, 53) with middle school child. We both plan to retire from full time careers to opportunities of par...
Many employees will be able to contribute more money to tax-advantaged workplace plans....
Think you might want to open a Roth IRA? Roth IRAs offer tax-free growth of your investments and no RMDs, but income limits are low and you have to wait to withdraw earnings....
In a world where financial stability often feels elusive, Jim’s journey from military service to financial planning offers a unique perspective on discipline, planning, and the importance of a [...
You’ve probably heard it by now – Social Security is set to run out of money as early as 2033, according to theCommittee for a Responsible Budget. When that happens,…...
I'm getting mentally ready for retirement. In most scenarios we are fine. But there's always those 10 percent of scenarios when the market crashes just as we retire and we burn through much of our inv...
As the former owner of a hospitalist group and several ambulatory clinics, I focused on hiring all the physicians in ... Read more...
Let's focus some of our attention on when interest rates matter most and when they can be reasonably ignored. The post When Interest Rates Matter and When They Don’t appeared first on The White ...
Want to improve your knowledge of retirement planning without feeling overwhelmed? Welcome to episode two of Retirement Solutions The Podcast! Join Tyson and Ryan Thacker this week as they dive&hellip...
Is Swagbucks legit? Our 2024 review dives into everything you need to know about earning rewards with Swag bucks, from surveys and cashback to real user reviews and tips for maximizing earnings....
Understanding how the results of the 2024 election could affect your decisions in retirement. It's natural to wonder if political shifts will impact your financial decisions. Many are predicting major...
Being aware of tax concerns during open enrollment season can help you avoid potentially costly mistakes....
We know you can and should take some risk when investing in stocks, but does that same principle apply to real estate investing? The post You Can Dial Back Real Estate Risk appeared first on The White...
If you're a self-employed worker setting up a solo 401(k), you might be leaving money on the table if you don't know about this tax credit. The post Solo 401(k) Tax Credits Explained: Don’t Let ...
Your employer-sponsored retirement plan may hold a unique type of investment called a collective investment trust, or CIT. They come with benefits and risks that warrant a closer look....
When you're married but only one spouse works, leaving retirement planning to the working partner puts financial security at risk. A joint effort is vital....