Discover the Best Insights for Every Stage of Retirement

Your RSU Questions Answered

Over the past year I have hosted multiple free live Q&As to help answer your pressing RSU questions....

Beware! An HSA Is Great But . . .

When my wife took a new job, I was pumped she could finally get an HSA. But as I crunched the numbers, I wasn't sure it was the right move. The post Beware! An HSA Is Great But . . . appeared first on...

How to Get the Maximum Social Security Check in 2025

The maximum Social Security check is $5,108 in 2025, up from $4,873 in 2024. Even if you don't qualify for the maximum monthly benefit, you can still increase your payments....

The Best Ways to Use Your Year-End Bonus (and the Worst)

'National Lampoon's Christmas Vacation' shouldn't be anyone's go-to for financial advice, but it does remind us how not to spend a holiday bonus....

Never Talk About Money? For Women, That Can Spell Disaster

How can you plan for retirement when your husband holds the purse strings and talking about money is taboo? Help is at hand for this common problem for women....

The Social Security Fairness Act Is a Bad Idea

This legislation would allow some workers to double-dip and speeds the exhaustion of the trust fund. On November 12, the House passed the Social Security Fairness Act to repeal the Windfall Eliminatio...

Caring For Aging Parents With Alzheimer’s Disease? How AI Can Help

AI is becoming more prevalent in healthcare. A new tool for helping families with a member who has dementia is now available from the Alzheimer's Foundation of America....

2025 Housing Price Forecasts: Continued Strong Gains

Now that I’ve shared the 2025 S&P 500 target price forecast, let’s dive into housing price forecasts for 2025. The outlook from housing analysts is positive, with expected gains rangin...

Acorns Review 2025: Is Acorns the Best Investment App for Beginners?

Discover how Acorns simplifies investing for beginners in 2025. This in-depth review covers features like Round-Ups, diversified portfolios, pricing, and new updates, helping you decide if it's the ri...

Cheapest Car Insurance in New Hampshire 2025: Find the Best Deals

Discover the best car insurance in New Jersey for 2025 with this comprehensive guide. Learn about state requirements, average costs, top providers, money-saving tips, and discounts to help you find af...

Real Estate Market Outlook

Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) Will Canadian Housing Finally Cool in 2025? The average Canadian home sells for about $700,000 today, similar to last year. (Orange line ...

Not yet retired folks - what do you look forward to buying ONCE you are retired?

Just thought you might a post of your own :) And For those that retired and did buy something … you can share that on another thread: Already traditionally retired folks can share here - https:...

Since you've retired what's the best present you've bought for yourself?

submitted by /u/MidAmericaMom[visit reddit] [comments]...

Curtail retirement contributions in your 60s to enjoy a better quality of life?

I'm reading Christine Benz's excellent book "How to Retire". In chapter 14, where she interviews Jamie Hopkins, he suggests that from 62 on, if you are still working, to curtail the retirement contrib...

Real estate advice for upcoming move

I’m within a year of retirement and I’ve been watching the real estate market where I plan to go. I have about 100k equity in my current house. The market for it should be strong. My credi...

My Favorite Investment Writing of 2024

With 2024 near its end, it’s time for my annual tradition of gathering my favorite investment writing of the year. I started this tradition in 2017, and have continued it ever since (2018, 2019,...

Report Paints Picture of Care Workers in the United States

They are female, older, people of color, and immigrants. This post was written by Harry Margolis, a new contributor to the Squared Away Blog. I’ve been ringing the alarm about the coming elder c...

Tapping Out: When Should Physicians Retire?

Nobody wants to work until the end of their lives. In fact, most of us work to earn just enough ... Read more...

Time To Budget For 2025 Medicare Costs

As 2024 draws to a close, it’s time to plan for the New Year. For older individuals is is especially important to plan for the costs related to Medicare....

Trump’s Medicare Trap

Any effort to accelerate the shift to Medicare Advantage could increase federal spending even as it limits the government’s role in insuring health care....

Why protecting wealth starts with planning for health care

Health care advisory experts can secure substantial financial benefits for HNW clients while providing a value-added service for wealth managers and family offices....

How to Leave Money to Your Descendants But Still Keep Control

Your choice of trustee(s) can dramatically influence how closely your wishes are carried out. These tips will help avoid bad blood among your heirs....

How Combining Your Home Equity and IRA Can Supercharge Your Retirement

While many retirees own an IRA and a home, very few are considering how they could work together in a plan for retirement income....

The Six Estate Planning Steps Every Blended Family Must Take

Whether your blended family is newly formed or fully fledged, use these six steps to review your estate plans now and lower the risk of conflict in the future....

Pennies and the Backdoor Roth IRA

What do you do with the pennies your money earns between the contribution and conversion to a Backdoor Roth IRA? Not much. The post Pennies and the Backdoor Roth IRA appeared first on The White Coat I...

HomeExchange Saved Our Butts (Again)

“Didn’t you guys say you’re going to Valencia?” “Yeah?” “So, it got flooded yesterday and it’s now a natural disaster zone!” “WHAT?!” ...

Five Factors That Determine Success in Retirement

Some people fail at retirement. They quit work, try to fill their days with stuff that is fun, meaningful, or ... Read more...

How to Stop Being Cheap

Hey everyone! Today, I want to talk about being too cheap. This is a bit unusual because being cheap gives you a huge advantage in achieving financial independence. However, we ... Read more The post ...

What's Better Than Investing in Crypto? These 'Boring' Picks

Cryptocurrency may be good for a thrill, but older investors are better off with assets like bonds, guaranteed annuities, CDs and maybe dividend-paying stocks....

Four Actions to Lessen Retirement Stress for Women (and Men)

Saving for retirement is anxiety-inducing for everyone, especially women. Following this four-part action plan can help improve your financial security....

Spouse age gaps in retirement

I officially retired at 60 from the military (Reserve) last year and from law enforcement in 2017. My wife turns 50 next month and is planning at least 15 years until she retires. I want to travel the...

Seek retirement scheduler planner

Planning on retiring in next few years. Is there some planner or scheduler in USA that lets me write down what steps I need to do when? Eg. Know I need to stop HSA contribution 6 mts before. When do I...

Seeking advice on relocating after retirement.

I'm a 69 year old male, retired 3 weeks ago. My wife is 68 and will likely retire this summer. We live in the Boston suburbs where cost of living is high. Want to move to a more affordable area that o...

Plans to spending more in Retirement

My wife and I have lived most of our lives cutting back and working hard and being fiscal responsible. As we look forward to retirement, we want to enjoy it and not just maintain. It seems most articl...

Wealth vs. Morality: The Dilemma of Profiting From Sin

Sin—actions deemed morally wrong or harmful—can be difficult to resist, especially when money is involved.A hefty paycheck or a prestigious title can make it easier to overlook the potenti...

Physician on FIRE Monday Markets: Dovish Cuts, Trade Riddles & Tech’s Triumph

Welcome back to Physician on FIRE’s weekly market updates! Next week’s U.S. inflation data could flip the switch on a ... Read more...

Four Things You Need to Know Before Applying for Social Security in 2025

Don't unnecessarily delay or reduce your Social Security benefits because you don't know all the rules and requirements....

3 Steps To Take Now If Your Parents' Retirement Plan Is You

If you’re feeling overwhelmed by the expectation of taking care of your parents in their retirement, Bernadette Joy, author of Crush Your Money Goals, offers three steps you can take to help les...

Finding Contentedness

When you're set to retire (or when you're forced to do so), how will you handle the changes in your life? How will you find contentedness? The post Finding Contentedness appeared first on The White Co...

The Evolution of Crowdfunding: How Platforms Like WeFunder Are Changing the Investment Landscape

Crowdfunding has revolutionized the way we approach investments and financing, breaking down barriers that once limited access to capital. Platforms like WeFunder are at the forefront of this transfor...

How Big Will The Raise Be For Social Security In 2025?

While inflation has been easing downward, it has still been pinching retirees’ budgets. Will retirees still be getting a big raise via their Social Security Cola?...