Curated articles and podcasts from trusted financial experts and real retirees.
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Retirement sounds like a dream, no alarms, no commutes, just time to enjoy life. But where you live can make or break that dream. Pick the wrong place, and you could end up spending too much, stuck wi...
Have you ever noticed how some people make money without dealing with inventory, shipping headaches, or customer complaints? They’re selling digital products, things you can create once and sell...
Four strategies to keep health care costs from tanking your retirement, especially before Medicare kicks in....
On a scale of 1 to 10, how confident are you in your retirement plan? This quick quiz will help you find out if it's on track, or whether it needs more work....
Climate change is hitting the U.S. hard, and while positive action from the White House may now be unlikely, individuals can use their wallets to hit back....
When it comes to your child’s future, the goal is about more than just setting up a savings account or ... Read more...
Your 40s and 50s are often the prime years for building wealth, but too many people may make avoidable mistakes with their 401(k)s – mistakes that could cost them in retirement. Whether it&rsquo...
Most people never ask or research their retirement investing to see if it is supporting predatory lenders. Discover how index funds can often obscure this....
Passing money from one generation to the next in trust can have its pitfalls....
Check this of 10 local Social Security Offices that have been or are in the process of being closed to see if your location is closing....
Medicare Part A and Part B leave gaps in your healthcare coverage. But Medicare Advantage has problems, too....
If you knew that no matter how hard you tried, success was impossible or practically impossible, would you still push yourself to the limit? Or would you rationally pivot to another endeavor with a re...
The words “fun” and “taxes” probably don’t go together in your mind. But, as I mention on today’s episode, they do at Keen Wealth! Helping folks be good stewards of...
In this episode, we tackle the complexities surrounding private equity in retirement portfolios. Join Roger as he navigates a listener's inquiry about the necessity and implications of investing in pr...
Worried PSLF is going away? The solution isn't to avoid the program; it's to save up a PSLF side fund you can use just in case it does. The post Nervous About the Government Taking Away PSLF? Start a ...
Is it better to save for retirement in traditional 401(k)s and IRAs, or in Roth accounts? That’s today on Your Money, Your Wealth® podcast 518 with Joe Anderson, CFP® and Big Al Clopine,...
They are about to gut Social Security Administration people. We got here because Americans voted Trump in office. His project 2025 is real and people ignored it. Now it's happening. What is AARP going...
This post is a follow-up to our post of February 13, 2025, How to Improve Decumulation Planning. Subsequent to that post, we received our copy of Retirement Planning Guidebook, by the preeminent retir...
Very concerning. Just said not available at this time. Finally got signed in later on. Probably was Musk and his minions rifling through everyones confidential sensitive information. Terrifying what i...
A detox cleanse?? What is this, some sort of health blog now?! Nah, that’s only a small portion of what I like to talk about. However, one of the things I continue to strive for is to better mys...
When you leave your business, your retirement, your employees and your legacy are at stake....
Changing gears from growth to protection isn't easy for some folks. How do you do it? And when?...
Wealth isn’t random. It’s not luck, talent, or how hard you grind. It’s the choices you make with money every single day. The rich follow a different set of habits, and over time, th...
I believe that housing has always been affordable. People say, “It’s different now,” but that’s what they’ve always said. The real issue isn’t affordability, it&rsq...
Is there a pet tax credit? Not currently — but there are specific circumstances in which pet owners can deduct certain pet-related expenses on their taxes....
Consumer-directed healthcare (CDH) plans are evolving — and fast. These plans are no longer just about covering doctor visits with low insurance premiums. They’re also becoming a key compo...
Hiring a personal chef could be a fun and smart money move as food inflation spices up restaurant and grocery prices....
The Social Security Administration will start paying retroactive benefits owed this week. Monthly increases will start for most people with their March benefit, which is paid out in April....
Planning ahead for early retirement can help you avoid some common obstacles. But it will also help you cope if you lose your job unexpectedly....
Aronowitz will manage the Employee Benefits Security Administration (EBSA), which protects pension, health, and other benefits and enforces ERISA protections....
Paying off debt sounds simple, just spend less and make bigger payments. But in reality, most people end up frustrated, watching their balances barely shrink. The problem isn’t just owing money,...
And by lately, I mean the past several years or more. The value of the S&P 500 index of stocks, where most of us hopefully have a good chunk of our retirement savings stashed into index funds, is ...
Your portfolio's bond allocation depends on factors such as age, risk tolerance and market conditions....
Proposed legislation may require after-tax retirement contributions, affecting savings strategies....
One of the biggest ironies in retirement is that the people who save and invest the most often struggle the most with actually spending their money in retirement. In this video, I’ll walk you th...
There will inevitably be things you lose in retirement. But it's not all gloom and doom. Most people find happiness in retirement: here's how....
Longtime Senator Mitch McConnell (R-Ky.) announced on the day of his 83rd birthday that he is not seeking reelection in 2026. How many other Senators hold the distinction of serving their country for ...
Growing up in America, you learn to observe quite a few things. Officially, we are the richest country in the ... Read more...
What are you supposed to do if you're laid off or fired and you don't have an emergency fund in place? Here are seven steps you can take. The post Fired Without an Emergency Fund! appeared first on Th...
We’ve heard this hundreds of time... 'I wish someone had warned me about this when I retired.' More often than not, they're referring to one of five key challenges that catch many retirees by su...
SSA.gov - Social Security Fairness Act: Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) update (02/25/2025)...
FUD — fear, uncertainty, doubt — is running rampant these days, but that doesn’t mean retirement savers need to react. Here is why it pays to stay the course....
I kick off this month’s resources with a novel and useful idea that is applicable to all of us as we age and become vulnerable to cognitive decline. We’ll take a closer look under the hood...
I keep reflecting on how incredible 2024 was. With the S&P 500 up 23%, Bitcoin surging, and residential real estate climbing in most of the country, personal finance enthusiasts have had an amazin...
Even with a power of attorney or joint bank account, the Social Security Administration may hamstring your financial representative without one of these....
Retirees, career changers, and anyone tired of the daily grind all want the same thing, a job that pays well without sucking the life out of them. The good news? Plenty of “boring” jobs do...
Retirees looking for an active lifestyle are turning to retirement communities like Latitude Margaritaville. Here’s what it’s really like to live out your retirement in one of their three ...
Many investors who prospered from gold’s bull market will be surprised by how profits on their gold investments are taxed....
A good investment portfolio is diversified, low-cost, passively managed, and consistent with your risk tolerance. Which one is best for you? The post Best Investment Portfolios — 150+ Portfolios...
Dreaming of retiring overseas without being limited to just one place? Try semi-retiring abroad. What you need to know about visas, taxes and the best countries for expats....