Curated articles and podcasts from trusted financial experts and real retirees.
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You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that....
Physicians have a strange relationship with retiring. Because medical professionals tend to have a later start to their careers, they ... Read more...
But the increase should be small and gradual. Enough with politics. It’s time to get back to solving problems. Not surprisingly – given my slant on the world – the problem I care mos...
Employees can fight the bias and misconceptions that may be hindering their opportunities for involvement, development and advancement by combatting age stereotypes....
Here’s how to come up with the cash to buy a property in another country....
Large bipartisan majorities in Congress voted for the SECURE Act in 2019 and SECURE Act 2.0 in 2022. Another SECURE Act might be in the works....
Are you mistaking a Monte Carlo analysis for real financial planning? I'll explain why this common tool, often used by financial advisors, is not a substitute for a true financial plan. A Monte Carlo ...
Amount believed to be largest ever for an ERISA case about poorly performing investment…...
Amount believed to be largest ever for an ERISA case about poorly performing investment…...
A Post-Mortem on the Benartzi-Adams “Debate”...
With the new year quickly approaching, it’s a good time to think about some of the key…...
Some places you love so much you can’t wait to go back. Barcelona was not one of those places. From the hotel manager who screamed at us for daring to ask about our room bill, to the restaurant ...
Fiduciary financial advisers are required by law to work in your best interest. Here's how they are key to intentional and efficient financial management....
? Show Notes Join us in this episode as we delve into the complexities of retirement planning with Dr. Daniel Crosby, author of The Soul of Wealth. Discover the importance of learning what to ignore a...
John in Pennsylvania doesn’t have bonds in his investment portfolio. Should he add them, and if so, where? That’s today on Your Money, Your Wealth® podcast number 508 with Joe Anderson...
We hope our readers have a joyful holiday season and a peaceful new year. We’ll return Jan. 2 with a recap of some of our2024 blogs!…...
Discover if SurveySavvy is worth your time in 2025 with our in-depth review. Learn about its features, payment methods, pros, cons, and how it stacks up against competitors like Swagbucks and Pinecone...
Consider this host of strategies to help clients keep more of what they earn....
Hello everyone! Today we are sharing an article that came to our attention from business insider. A member thought this would be a good discussion post but did not want to post from their account. Rea...
The 2025 retirement savings rules may provide new opportunities for individuals to save more in their 401(k) plans. This is due to the passing of SECURE Act 2.0 which passed in 2022, which many provis...
My wife just reached FRA and has applied for Social Security. I reach FRA next November. We still have a mortgage on a 3,100sf, two-story house, which is way more than we need now. We know we need to ...
People who are aging and living alone are finding more resources to help take care of themselves....
Annuities don't have to be intimidating if you understand these key terms...
From prioritizing spending and investing to using debt wisely and developing a giving attitude, rich retirees develop habits to live by....
Today's long-term care insurance offers retirees more appealing options, which can preserve assets and protect the financial stability of a healthier partner....
Things certainly have escalated quickly at the Route to Retire household! We started with the plan to take a couple of vacations over the next year and suddenly we’re traveling the world for 121...
All through our 32 year marriage my wife has handled all our financial bookwork. I've been OK with that because, well, she did all the boring bookwork and I haven't had to bother myself with it. But n...
Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help....
Boise seniors find strength and community in free ‘Fit and Fall Proof’ exercise classes bySophia DoumaniWed, November 27th 2024 at 4:53 PM. Boise seniors find strength and community in fre...
Are you recently retired or hoping to retire soon? What could you learn from the people who retired successfully before you? What were their best decisions? And what were their…...
While I am not a big traveler, my spouse is looking forward to taking some longer trips upon retirement. Not years abroad. But maybe a month rather than our now 10 day limit of travel. Right now, one ...
Doctors know all about job burnout. It’s the reason why so many pursue the FIRE movement to find early financial ... Read more...
As Bitcoin prices surge and the number of online accounts for each American continues to grow, digital asset planning is becoming increasingly important....
Swelling debts of people age 60 and older make it hard for them to save for retirement — and may require some of them to tap their savings sooner than they thought....
Position your retirement income for 2025 with these 4 smart planning tasks. From inflation protection to portfolio rebalancing, ensure financial peace of mind....
Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them anyway....
I recently was asked an interesting question. What is the most impactful financial advice I’ve given since I started working as a financial planner? Financial advice is often synonymous with inv...
Curious about how timing your Social Security could maximize your benefits? Join Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions as they welcome their long-time friend and Investment Advisor...
To read this story on KSL.com, click here. There’s one simple move that could make your nest egg last years longer in retirement. According to arecent reportin the Wall Street…...
Many people believe that saving a million dollars is the golden ticket to a perfect retirement. However, without a comprehensive plan, that million can quickly diminish. Let’s break down why.&he...
Today we're bringing back one of our most downloaded episodes:The Three Reasons for Roth Conversions. We released this back in May of 2023 and it’s already shot up to be one of the most listened...
How are these groups better than individual giving? The list of advantages includes connection, purpose, education, agency and more....
Could 2025 be a stormy year for the stock market? In this episode, we explore five potential triggers that could send markets into turmoil. From the unpredictability of Trump-era “tape bombs&rdq...
As the Fed prepares to cut rates and investors brace for fresh retail data, a stubbornly resilient consumer number could ... Read more...
Reasons for unretirement range from underestimating your savings, to being bored and craving mental stimulation, to looking to benefit society....
Warren Buffet used to give his family cash for Christmas. After learning they neither saved nor invested it, he gave them something more practical....
After speaking to dozens of parents, a principal a couple of times, and a financial aid officer, I've determined the biggest financial misconception about applying to college is that you have to be po...
Depending on your income and other factors, you many not need to file a tax return. However, in some cases you may want to file anyhow. The post Do You Need to File a Tax Return This Year? appeared fi...
Loss of a spouse often leads to financial insecurity in retirement. These strategies can help ensure financial stability for the surviving spouse....
Divorce at any age is a traumatic event, and resetting psychologically, especially after a late-in-life divorce, is more important than ever....