Curated articles and podcasts from trusted financial experts and real retirees.
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In a recent interview with Shane Parrish, Whole Foods founder John Mackey talked a lot about wealth—what it means to him and what it doesn’t....
Consider implementing these four strategies before December 31 to potentially improve your tax situation for this year and the future....
Employer retirement plans are great, but individual responsibility plays a huge role in retirement success. Here's how to empower yourself....
Our parent could no longer safely live independently and then could no longer live with us as they need a 24-hour supervision. This parent was wonderful to us so we had no issue with them living with ...
I spent some reviewing financial plans for this year and next and have noticed I am extremely close to one of the IRMAA income boundaries. I debate on much attention I should pay attention to this. Bo...
I’m a recently retired attorney whose practice was primarily family law. I’m starting post retirement activities like volunteering and continuing education and I assume at some point I wil...
Welcome to this week’s edition of The Sunday Best, where we explore the enduring dominance of U.S. financial markets and ... Read more...
As the clock ticks toward another new year, let’s look back and shake our heads in wonder at what we used to think that we knew. The post Look at Everything We Didn’t Know Way Back When ap...
Article says payoff takes too long. I'm not good with all the math, but the explanation given seems to make sense. Especially considering we never know what the tax rates will be on the future. I'm 60...
I work for a pretty small business, 5 in the office. I'm the controller and manage the office staff, advise the owner and take care of his personal stuff and his side ventures, etc. I've been training...
Listen to Steve Chen and Christine Benz discuss her new book, "How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement. Packed with actionable insights. The post Podcast 85: Living w...
What is a Health Savings Account? Explore 4 ways it saves you money and why you might want to use one for retirement savings. The post What is a Health Savings Account (HSA)? And, Why It’s a Gre...
Can't afford early retirement in the U.S.? You really can retire abroad before 55 if you plan carefully. The strong dollar helps, but consider your long-term strategy....
The rule of $1,000 a month can estimate how much you need to save for retirement. But it assumes an aggressive withdrawal rate....
Tidying up your financial house before the New Year kicks off will put you in a great position to have a financially satisfying and successful 2025....
Both estate and retirement planning are important for long-term financial well-being and achieving desired legacies. While estate planning involves organizing and managing assets to ensure their effic...
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 ...
Here's everything you need to know about investing in BOXX, including its tax implications and how much it could ultimately cost you. The post Is BOXX the Place for Your Cash? appeared first on The Wh...
Let's review tax reduction strategies that can help you minimize your tax burden and keep you in a lower tax bracket. The post Top 10 Ways to Lower Your Taxes and Lower Your Tax Bracket appeared first...
If you're thinking about buying into a building with an HOA, make sure you think through these points. Here's how much it cost me. The post Why Our Experience with a Big-City HOA Condo Became a Financ...
There are LOTS of reasonable budgets.Learn to create one to fit YOUR priorities and values as you use money as a tool to bring happiness. The post Doctors Need to Budget, Too (With a Few Examples) app...
I've been reading reddit and other social media about the assassination of United Healthcare's CEO. Murder is wrong. However, many people are so angry at United Healthcare and are expressing their ang...
Hello kind community. I am 61 and planning to retire Jan 15. I have worked for 35 years for the same organization (100 employees) and loved my job until 5 years ago, when we got two new sets of leader...
For those of us who experience winter weather and don't have a lot of outdoor activities this time of year, what new activities or events do you plan to participate in these next few months? I plan to...
Dave Ramsey suggested seven baby steps to help people reach financial freedom. But here are the 10 steps those with high incomes should use. The post 10 Financial Baby Steps for White Coat Investors a...
An interview with Dr. Bryan Jepson, an ER doc who found his way into finance and who became a chartered special needs consultant. He talks about raising children with autism and navigating financial p...
I am 61 years old. I retired in 2023 and receive a pension. As part of that pension I am allowed to, and do, pay for the same health insurance that I was getting as an employee. The difference is I mu...
In this episode we continue the conversation on our list of 10 things that would simplify financial and retirement planning if more people understood them. Glenn is available for in person and online ...
It's no secret that healthcare planning changes in retirement. In this episode we discuss planning a for Medicare, long term care and variety of related topics. Glenn is available for in person and on...
As we approach the end of 2023, we take a step back and discuss strategies and checklists to help determine if the “i's” are getting dotted and the “t's” are getting crossed be...
Are you making excuses for poor financial decisions? Unfortunately, many people have an uncanny ability to rationalize almost anything. On this episode we explore a number of potential excuses that ar...
Witnessing the struggles of older relatives and friends can motivate you to realistically plan ahead for a long retirement....
Today’s my last day. 61F (turning 62 next week). Husband already retired. I’m relishing every “last” moment of this day. Last time waking up at 5:45 am Last time taking a showe...
I (64M) am thinking about retiring. Still working now and want to keep my job as long as I can (or 67 whichever comes first). But ageism is real and I may get laid off. If I get laid off, can I take u...
Since retiring seven years ago, I’ve noticed that eating out at restaurants, whether an inexpensive $2 Taco Tuesday, a neighborhood Vietnamese eatery, or a pricier white-tablecloth Italian resta...
Hi everyone! I am just over 6 months from retirement. I am waiting for my husband to be on Medicare and I will be 59 and 1/2. I have seen a financial advisor and was told I could retire now. I have wo...
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
I try to avoid talking about politics on this blog, because a) There is no shortage of people discussing politics on the Internet and b) It keeps attracting crypto bros to the comments section, and no...
Now that we have a kid, naturally the next step is to buy a house, right? I mean, that’s what people tell us, anyway. Of all our friends and family members, the number of parents we know who cho...
An IRA or 401(k) can help you supercharge your retirement savings. We'll help you pick one or opt for both....
To ensure your expenses in retirement are covered, you need to know what sources of income you'll have and where to turn to make up for any shortfall....
None of us want to die. All of us will. In preparation for that inevitability, I write an annual “Love Letter” to my wife. In the event of my passing, […] The post Why I Write A &ld...
New study from IRALOGIX examines challenges of managing withdrawals; finds half of…...
New study from IRALOGIX examines challenges of managing withdrawals; finds half of…...
Atkins has a track record of crypto-friendly moves, including serving as co-chairman of…...
Employee benefits industry leaders honored for careers devoted to preserving, protecting and…...
Expected through 2048, the Great Wealth Transfer presents opportunities for advisors to…...
Addition of Allianz Lifetime Income+ Annuity and Putnam Retirement Advantage Income Series…...
Some folks are concerned. Others are lacking clarity. But what you really want to be is confident. So, how do you stack up?...
I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership with his company. Since first writing about Boldin (formerly NewRetirement) i...