Curated articles and podcasts from trusted financial experts and real retirees.
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Skate to where the puck is going. – Wayne Gretzky This is the post I never wanted to write. That’s because index funds are the right choice and I don’t want to give anyone bad ideas....
Welcome to a transformative episode where we delve into year-end financial strategies to optimize your retirement planning. Join us as we discuss tax-loss harvesting with Erin Coe, a seasoned planner ...
So, at least in the U.S., things aren’t looking good for primary care physicians. We’re all facing the brunt of ... Read more...
While most others are juggling their commute to work, their meeting schedule, what their kids are dealing with, what leftovers can be reheated quickly, all at a moment that adds a layer of anxiety to ...
Hi all, I retired from Tech 3 months ago, and I'm having a total blast - but there was one thing that has developed that I didn't expect. My job was SUPER intense and very high stress, and I HATED the...
Quit putting it off, because it's vital for you and your heirs. From wills and trusts to executors and taxes, here are some essential points to keep in mind....
Back in May, I wrote a post called The Next Mission… Free Cruises Through Casino Status Matches! It was all about how we stumbled upon a way to get free cruises and what we planned to do to mak...
The adjustments reflect how inflation is slowing down and upcoming changes to the rules based on the Secure 2.0 Act and the Tax Cuts and Jobs Act....
The amount individuals can contribute to 401(k)s in 2025 has increased by $500 to $23,500, but the IRA limit remains $7,000....
You're looking for that perfect house, but the mortgage rates are just too high. It feels like every time you find a place you can afford, the monthly payments are still out of reach. Then, suddenly, ...
This paper examines the persistent racial wealth gap between Black and White households in the United States, focusing on the disparity in will-writing rates as a contributing factor. Despite attempts...
The gap in wealth between Black and White households has plagued the United States for more than a century. One reason for the lack of progress may be a disparity in will-writing by race – Black...
The IRS recently revealed its tax inflation adjustments and updated tax brackets for 2025. These adjustments are aimed at helping ... Read more...
So a follow up to my follow-up here: https://www.reddit.com/r/retirement/comments/1g1m6q8/follow_up_to_need_encouragement_one_way_or_another/ Well, I found out that I do qualify for the VERP that my c...
Can Bauer in Illinois retire at age 57, and when should he collect Social Security? More importantly, can he afford a $300,000 motor home? Can Brad in Michigan coast for the next 10 years and still re...
In a recent post I shared how my net worth has held up against five years of retirement funded entirely by portfolio withdrawals. The good news was that my liquid net worth had increased since I retir...
Consider the advantages and disadvantages of using real estate to fund your retirement years....
Some big, positive changes are coming to Medicare next year. The program’s prescription drug insurance will be much stronger — and easier to understand — as a result of the Inflation...
Have you thought about what moving to a new state might mean for your retirement budget and lifestyle? In this Ready for Retirement episode, the focus is on preparing for an out-of-state retirement. J...
Episode 456: I think that McDonalds HomeDepot & Costco are good companies but overpriced stocks. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ---...
SECURE 2.0 changes will allow older workers to increase their retirement savings next year. Here's what you need to know....
Our work lives provide more than income or, for some, even a sense of purpose; work is also a significant part of how we maintain our social and emotional well-being....
Discover affordable car insurance options in Missouri with our 2024 guide. Compare rates, understand factors affecting premiums, and explore tips to secure the best coverage for your budget....
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My husband, 67, retired last year. (I still work full-time from home.) He is in reasonably good health, but I am concerned that he is becoming a couch potato and needs something more than newspapers a...
Introducing the age 55 exception for a withdrawal from a 401(k) plan. Penalty free, with some restrictions applied. The post The Post-55 Exception to the 10% Penalty for Withdrawals from 401(k) appear...
Hey everyone! Did you have a good month? October flew by for us. RB40Jr was busy with Ultimate Frisbee and Wushu almost every day. I started a ceramic class and ... Read more The post October 2024 FIR...
Not to be confused with consultant physicians, medical consultancy is a new job prospect for physicians looking for an alternative ... Read more...
J. Ann Selzer pointed to voters aged 65+, and female voters in particular, as an explanation for the surprising presidential election poll results....
Every time a political candidate asks if you’re better off than four years ago, I can’t help but sigh. The implication, regardless of party, is always that you’re worse off and that ...
I’m hoping to retire within a year…but I just don’t want to say that when I give my notice at my current employer. First, many of my coworkers are years or decades younger, and I ju...
In this episode, we’re breaking down common myths about what a Will can actually take care of. A lot of people think a will covers everything, but it’s not that simple! We’ll explain...
Kathe Kline and Barbara Mock go for an unscripted and heartfelt discussion on the topic of negativity, particularly among individuals aged 60 and older. Although Barbara is known for her unfailing pos...
The short answer is: Not at all. Roth conversions can be great tax-saving strategies … for the right people. Are you a good candidate?...
If you're retired and you've checked with your financial planner that life insurance is no longer vital, here are five ways you can turn it to your advantage....
New data from Capitalize highlights problems including most users being unable to complete a…...
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....