Curated articles and podcasts from trusted financial experts and real retirees.
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Retirement gives us time to use our talents and energy to people and causes outside of ourselves. This is the time to share our wisdom gained from life experience....
Looking for affordable car insurance in New Mexico for 2025? Our guide covers state requirements, the cheapest providers, coverage options, and tips to save on premiums, helping you secure the best ra...
Metric Value Number of companies that went public 1,034 Notable companies that went public Coinbase, Roblox, Rivian, Wise, Kuaishou, Digital ... Read more...
Metric Value Number of companies that went public 480 Notable companies that went public Airbnb, Snowflake, Lemonade, Palantir Technologies, Asana, ... Read more...
It’s been 40 years since the social security tax was imposed back in 1984. And the AARP has done nothing to repeal that tax. That seems like it should have been a year after year priority with e...
This article in the November 2024 Bulletin by Richard Eisenberg should mention MaxiFi. It is a wonderful tool to plan withdrawals from pre-tax and post-tax retirement accounts and other financial acco...
I'm turning 55 in a few weeks and for the first time in my life I'm starting to think about retirement. Any words of wisdom regarding your last 5 to 10 years before retirement? What worked out? What w...
You email me plenty of financial questions, and I send back plenty of answers. Let's take a sampling of some our conversations. The post Monday Morning Quarterbacking appeared first on The White Coat ...
This post is a follow-up to our post of March 7, 2021 and several other of our posts and articles noting that a model like the Actuarial Financial Planner (AFP) is a better model to use when employing...
If that question has been on your mind, we've got good and bad news....
A looming government shutdown may be scary, but as a retiree you can control your own finances to stay afloat....
Here's a memorable mental model that you can absolutely use to live a healthier, wealthier, and happier life in the New Year....
Here are 10 ways to use year-end RMDs strategically. The deadline for taking Required Minimum Distributions is December 31. And yes, shopping might be in order....
We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular....
Timing is everything when it comes to starting Social Security. Here are the top reasons why people choose to delay or take it early, according to one expert....
In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's ...
Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?...
When doctors don't talk about money, they end up making the same dumb mistakes. Stop the cycle and learn from others. The post Biggest Financial Mistakes Doctors Make appeared first on The White Coat ...
Welcome to this week’s edition of The Sunday Best, where we dissect the trepidation around investing at all-time market highs ... Read more...
Republican lawmakers and conservative think tanks are proposing a new type of tax-advantaged savings account. Think Roth IRAs, but not just for retirement....
I’m 73 and trying to figure out when I can afford to retire. I have a semi-invalid daughter I’m supporting for at least two more years. So, I plan to work for at least two more years. My j...
Let me be super clear about 2 things up front: I (68, retired) am very fortunate to have enough saved and invested for my retirement, including maxing my 401k and IRA over 40 years and paying off my h...
Financial literacy is a cornerstone of independence and success. As a father committed to the principles of Financial Independence, Retire Early (FIRE), I believe it’s never too early to start t...
Even among retirement-age Americans, many nest eggs are almost empty, according to an alarming new study by GOBankingRates....
Can you believe 2024 is almost over?! It’s true the years go by faster as you get older. I’m 51 this year and 2024 flew by. Mrs. RB40 and I ... Read more The post 2024 Year-end Financial H...
Episode 459: Inflation numbers keep coming in higher than “expected”. The Fed will likely not cut rates as much as anticipated in 2025. The Market hasn’t been happy about that. Beyon...
Episode 454: The economy is driven by energy and right now the energy sector is THRIVING. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ --------------...
Episode 453: The media just discovered we’re in a manufacturing recession. Should you be worried? Well, manufacturing has been contracting for two years, so it’s not a new problem. It&rsqu...
Episode 424: The major indexes have regained their 50dma but global trade is slowing as evident by the decline in exports from China, Germany & Japan. Short term markets are exuberant for peak int...
Many people are surprised and shocked when they learn what happens when retirement account owners neglect simple details about the tax code and their accounts....
Dreading the idea of retirement? This planning technique for the 'go-go, slow-go and no-go years' can lessen the worry and help you save efficiently....
Here's what you need to know about the kiddie tax, how to figure out how much it'll cost, and whether it's required for you to pay. The post The Kiddie Tax appeared first on The White Coat Investor - ...
Category Details Number of companies that went public Approximately 83 Notable companies that went public ABC, Coca-Cola, Green Shoe ... Read more...
These past few weeks, the U.S. healthcare system has been the focal point of heated coverage. United Healthcare’s CEO was ... Read more...
In today's ever-changing economic landscape, building a diversified investment portfolio is more critical than ever. Diversification, the strategy of spreading your investments across different asset ...
I’m retiring in a few weeks, and we’ll have enough in our taxable (brokerage) account to cover 3-4 years. I decided to keep about a year’s expenses in a HYSA, and put the rest in a t...
A bill has been introduced to eliminate taxes on Social Security benefits....
Category Details Number of companies that went public Approximately 298 Notable companies that went public Hewlett-Packard, Walt Disney Productions, ... Read more...
Category Details Number of companies that went public Approximately 435 Number of companies that have been acquired Several, including ... Read more...
Category Information Number of companies that went public? Approximately 673 Notable companies that went public? ARAMARK, Sealed Air Corporation, ... Read more...
KEYWORD TOPIC Details Number of companies that went public Approximately 163 Notable companies that went public Square, Fitbit, Atlassian, ... Read more...
Companies That Had Their IPO in 2013 Details Number of companies that went public Over 200 Notable companies that went ... Read more...
KEYWORD TOPIC Details Number of companies that went public 165 Notable companies that went public Facebook, Workday, Splunk, Guidewire Software, ... Read more...
Metric Information Number of companies that went public 185 Notable companies that went public Alibaba Group, JD.com, LendingClub, GoPro, ... Read more...
Category Details Number of companies that went public Approximately 334 Notable companies that went public LinkedIn, Groupon, Zynga, Pandora ... Read more...
Metric Value Number of companies that went public Approximately 105 Notable companies that went public Twilio, Line Corporation, Acacia ... Read more...
Category Details Number of companies that went public Over 160 companies Notable companies that went public Snap Inc., Blue ... Read more...
Category Details Number of companies that went public Approximately 232 Notable companies that went public Uber, Lyft, Pinterest, Zoom, ... Read more...
My position was "eliminated" last month. I was decently paid though under market rate for what I did. I have been at the company for twelve years, moving upwards over five positions including manageme...
Last weekend, when I began my eighth decade, I was overwhelmed by so much love. My family and friends filled my calendar with lunch and dinner dates, and my social media was brimming with good wishes....