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First Pontera 401(k) Literacy Study finds more than 8 in 10 participants working with a…...
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First Pontera 401(k) Literacy Study finds more than 8 in 10 participants working with a…...
These facts are sure to keep 401(k) plan advisors and investors at the edge of their seats...
Allianz Life found that 45% of participants worry about how to best take distributions...
Moving from OneDigital, Stout brings decades of experience in provider and advisor roles to…...
The latest news from Waverly Advisors, Alera Group, The Standard, and Kestra Financial...
In this exclusive Q&A, 401(k) Specialist sits down with Pete Welsh, Managing Director of…...
Official announcement today confirms forecasts that individuals will be able to contribute…...
People who do these things are less anxious about their retirement finances....
Welcome to The Sunday Best, where we meticulously curate standout reads to explore the complexities of our world. This week, ... Read more...
New data from Capitalize highlights problems including most users being unable to complete a…...
Starting in November, Financial Finesse will expand OfColor content to over 20,000 firms...
You might be surprised: Most millionaires don't feel rich. Instead, they have smart goals, discipline and a little help along the way....
Hey there! Are you looking for an effective way to track someone's whereabouts without breaking the bank? We get it. If you need to find your kid's location right now, spending hours searching through...
Blended families with step-siblings can face challenges when a step parent becomes impaired and needs help. Success requires cooperation with all in the blended family....
Upcoming changes to the Part D drug benefit, including a $2,000 cap on out-of-pocket medication, will benefit millions of Americans. But higher premiums may also be on the way...
IRS inflation adjustments typically mean higher contribution limits for the new year....
The IRS has announced new income limits for its seven tax brackets for 2025, with income thresholds increased by about 2.7% to adjust for inflation. This follows a 5.4% increase in 2024 and a historic...
We worked with a free consultant to get professional advice on the right Medicare Supplement or Medicare Advantage plan....
Converting a tax-deferred account to a Roth can be a good strategy for lowering future taxes, but moving all of your money at once is typically not recommended....
Using taxable accounts for some retirement savings in the 10 years before and after retirement can give you greater flexibility and benefit your heirs....
Though opinions vary on individual stocks vs. index funds, my own investments reflect a blend of both, from dividend and growth stocks to index funds, ETFs, and managed mutual funds. My uncle gave me ...
Will I loose my shutdown pay, retiring in Dec. Will I loose my shutdown pay, retiring in Dec? Hi all, I’ve been reading this forum for a while and now want to pull the trigger on retirement, but...
Retiring next week. Thinking of purchasing 3 acres and putting on some mobile homes (in Tn) and renting them. I think it would take 200k start up to buy the land (55k for three acres, 2.5 is usable th...
*I have revised my post- based on your experience, if when you retire your dual income is in the $250,00 range…what would be a budget range for Medicare A, B and D monthly premium total for mys...
Discover how Chime's SpotMe cash advance, no-fee banking, and early direct deposit make it a top choice for digital banking. This review covers Chime’s key features, including its savings tools,...
The IRS has announced the cost‑of‑living adjustments for pension plans and other retirement-related items for tax year 2025....
The Centers for Medicare and Medicaid Services is notifying almost 950,000 Medicare beneficiaries that their personally information was compromised in late May 2023....
Geography doesn't dictate how much Social Security you will receive. However, employment opportunities, pay scale and lifetime earnings impact your monthly benefit greatly....
A few months ago, there was a Reddit post in which a 30-year-old discovered his parents (and in-laws) had accumulated ... Read more...
We cited research that a woman’s ability to control her fertility is a prerequisite to economic independence, emergence, and emancipation....
Affordable and close to home, Mexico has long been a favorite retirement destination for Americans....
We recently received an email from AARP requesting us to email Congress for the continued funding of Social Security. While this is a worthwhile endeavor, it does not provide a solution and who knows ...
The next president and Congress will need to tackle the financial challenges facing Social Security if we’re going to avert a sharp cut in benefits to the 68 million retired or disabled American...
Young people are skeptics when it comes to Social Security – polling shows that most don’t think the program will pay them a benefit when they retire sometime down the road. You might thin...
Is it a good idea to take retirement advice from celebrities? On this episode we discover some unlikely sources of retirement advice that might surprise you. Glenn is available for in person and onlin...
In the world of real estate investing, 1031 exchanges have become a popular tool for deferring taxes and maximizing investment returns. In a nutshell, 1031 exchanges are unique investment strategies t...
Many investors are retreating to safer investments until after the election, but doing so could result in missed opportunities. Here's what to do instead....
One of the most sweeping changes to U.S. tax code in modern history could be on the horizon. Now is the time to maximize the legacy you leave your loved ones....
This is an update to my post from 40 days ago: https://www.reddit.com/r/retirement/s/YsE3pRmCHI It was stressful waiting over a month to know whether I had 3 months left to work, or 10 months. When I ...
I was forced to take early retirement this April and with the payout my salary for this year will exclude me from doing anything like a Roth conversion. I am going to try and hold out on taking any so...
Worried about money? You're probably in better shape than average! Compare your balance to the average cash, savings, home equity of others. The post How Do You Compare? Average Cash Savings, Home Equ...
It's 2024 Medicare Open Enrollment time. Here are 14 tips for getting great coverage and lowering medical costs. The post Medicare Open Enrollment: Why You Need to Assess Your Insurance Annually and 1...
Most years the changes are not dramatic. But this year the change in your Medicare Advantage plan may be dramatic....
Ohio isn’t doing too hot regarding its healthcare, ranking 44th amongst 50 other states. But the healthcare system itself? That’s ... Read more...
As this is our somewhat regular - watch our favorite American football team ummm lose :( place , I know what to expect. Some folks at the bar, a set of fans in the back near the huge TV - with the vol...
Giving money to family can be rewarding, but at what cost? Explore 6 important facts about supporting family members. The post Giving Money to Family? Are You Handing Out More or Less than Average? ap...
Want a short cut to a wealthy and happy retirement? These 24 Best TED Talks can help you feel inspired, be smarter and have a better future. The post The 24 Best TED Talks on Money, Retirement, and Ag...
With the presidential election less than a week away, I know many folks are feeling like the present is on pause while we’re waiting on some important answers about the future. Matt Wilson, Keen...
Exposure to dangerous jobs and work environments over a prolonged period strain older workers’ bodies. The jobs may involve physical occupations like construction, working in cramped spaces or a...
Welcome to our latest episode, where we focus on empowering your retirement journey with clarity and energy. Today, we delve into two powerful mental models, Occam's Razor and Hanlon's Razor, to simpl...