Curated articles and podcasts from trusted financial experts and real retirees.
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Knowing what your three tax buckets are and how to move savings from the tax-deferred bucket to the tax-free bucket can make a big difference in retirement....
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Hello, I have a HELOC of approximately 200,000. I am semi retired. I need to withdraw approximately 80 K per year to supplement my income. I am not collecting my pension or Social Security yet. once I...
I don’t know if you’ve noticed, but there’s a lot of financial companies in Canada eyeing your RRSP like a starving hyena these days. It’s a trend initially started by WealthSi...
Hello all! Just a few months as a full participant in this sub and loving it! So many helpful people here. One thing I'm having trouble deciding is what to do with my work related social media account...
Americans need to pay more attention to making sure the money they’ve saved will last through retirement....
Are you optimistic about the stock market this year? Investor sentiment turned negative last week and the stock market sell-off has begun. Will the stock market decline next week? Nobody ... Read more...
I like to keep things simple. Making money is complicated only if you decide to make it that way. Most people get caught up in trends, take bad advice, and waste time on things that don’t actual...
I have a friend who complains that he spends way too much time doomscrolling on multiple SM channels now that he’s retired, and he doesn’t really know how it got that way so fast with him,...
Tl;dri need to change my investing/debt payoff/savings strategy because of my age (and lack of sleep). I'm looking for responses from people who understand how finances and investment strategies chang...
I'm retiring in about 7 months (wahoo!) just after I hit 59. Right now at work I'm working on/pushing some major strategic initiatives and training my protege to take over when I leave. It feels like ...
Just woke up again to the stereo system blaring in the living room. He mutes it and forgets to turn it off before bed then after several hours the mute will timeout and the sound come back on. He also...
Wisdom pauses, asks more questions, considers, calibrates, compromises, and yes—wisdom changes course....
True Link Financial offers a debit card with spending controls expressly designed for people with dementia, other cognitive deficits or addiction issues....
Follow this detailed walkthrough of how to report a Roth conversion in FreeTaxUSA after recharacterizing a Roth IRA contribution in the same year. Learn the Nuts and Bolts I put everything I use to ma...
Minimizing taxes on Social Security is an essential consideration for many retirees....
In arecent podcast, syndicatedcolumnist Helen Dennisand I discuss her program for “renewment” as opposed to retirement. Specifically aimed at career women in or moving towards retirement, ...
Believing these myths about retirement could set you down the wrong path. Separating fact from fiction can help you approach your retirement with confidence....
Burnout, a need for a change and/or a desire to stay engaged often propel people to start a new professional chapter. This is how you can do it....
From higher Social Security benefits to increased spousal and survivor benefits, federal employees have much to gain from the Social Security Fairness Act....
So if impropriety actions occur and data is compromised the DOJ will uphold the law and protect us? Seriously? The DOJ that Trump has inserted a MAGA Loyalist. The same group that is loyal to what Mus...
Let’s journey back in time and discover how a celebrity-loving dentist turned The Beatles on to a different way of thinking about life. The post How a Morally Dubious Dentist Changed The Beatles...
The power of “ONE” If you take a seed and plant it upside in the ground, the sprouting plant will ... Read more...
Here's how TIPS works and whether it's a better deal than nominal bonds or other inflation-protected bonds like I Bonds. The post Treasury Inflation Protected Securities (TIPS) — What You Need t...
States with net losses of residents are developing innovative and aggressive ways to capture tax revenue from their expatriates, such as the "exit tax."...
Remember when a night at the movies or a round of mini-golf didn’t feel like a luxury purchase? Those days are gone. Everything fun now comes with a price tag that makes you double-check your ba...
Boomers built wealth in a way no generation has since. They played the game when the rules were different, and they played it well. While younger generations struggle with soaring costs and economic s...
Saving money is a skill. Some people master it early, while others chase deals, clip coupons, and follow bad advice that does nothing but drain their bank accounts. The worst part? A lot of the so-cal...
Retirement is a difficult transition. Retirement Readiness is the key to making it easier. As I was preparing for retirement, I talked with some of my co-workers who retired before […] The post...
Making incorrect assumptions about tax brackets, tax-loss harvesting, charitable giving, estate taxes and more can cost you big-time in retirement....
While the law seeks to level the playing field for many federal employees, the sustainability of the Social Security system is now facing even more challenges....
A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that....
Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case....
GLP-1 drugs like Ozempic and Wegovy are already changing the way we age and manage chronic conditions....
Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement....
In the Year of the Wood Snake, consider looking to the snake's traits of being strategic, cunning and alert to help guide your finances this year....
A traumatic experience like the California wildfires reminds us of other losses we've endured. But simple tasks return us to the present and drive away despair....
Summary: Fresh off 5% “performance” related layoffs, Meta is making additional changes that will impact survivors....
I just had the weird experience of seeing two emails from Social Security in my "spam" folder. The first one titled "Help Us Slam theScam" seemed legitimate so I clicked the "it's okay" button. The se...
FROM THE ARTICLE: By Andy Markowitz, AARP. Published October 10, 2018. Updated December 23, 2024. Nearly 5.8 million people received Social Security survivor benefits in November 2024. These monthly p...
A reader asks: I’m 46 and plan to retire by 55. I’ve calculated that I’ll reach my retirement number in ... Read more...
Unless you are incredibly rich, it's highly likely that your vacation property is smaller than your primary residence. Having a smaller vacation property is a rational choice given you don't live ther...
Annuities are becoming more popular but if you choose the wrong one it could create a liquidity problem....
More money means more opportunities and financial stability for current retirees and future retirees....
One of a parent's biggest dilemmas is, "How can we best set up our kids financially without ruining them?" Here are five suggestions. The post 5 Ways to Set Up Your Kids Financially Without Ruining Th...
Michelle King replaced as acting commissioner by Leland Dudek after King refused to comply…...
Michelle King replaced as acting commissioner by Leland Dudek after King refused to comply…...
The expansion comes as the firm looks to also grow its collaborative initiatives...
New MissionSquare Research Institute study shows more than 80% of public defined…...
The partnership represents Vestwell’s third with the state of Vermont...