Curated articles and podcasts from trusted financial experts and real retirees.
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In this episode of Root Talks, James and Ari dive into the reality that retirement planning can be tricky, with the fear of running out of money and the regret of underspending often at odds. The key ...
In the first few hours of 2025, over 229 U.S. workers earning over $50 million per year will have likely paid all their Social Security taxes for the entire year....
Thinking of retiring in Puerto Rico? Beach-loving retirees can look to the Caribbean for a scenic and sunny U.S. island to call their new home....
A guide to help you retire early in 2026, with a month-to-month list of achievable goals. What are you waiting for?...
submitted by /u/MidAmericaMom[visit reddit] [comments]...
Keeping finances in order is a chore, especially in retirement, but these three simple and impactful moves will help you now (and your heirs in the future)....
What might be even better than having a Happy New Year? Having a purposeful 2025. Longevity experts who study "blue zones" where folks live the longest have popularized the Japanese concept of "ikigai...
? Show Notes Welcome to 2025! In this episode, we kick off the new year with Tanya Nichols from Align Financial to discuss the unique considerations of retiring single with no children. As part of our...
I'd like to get a cabin but know nothing about doing so. I've got $76k in an account that I could dip into. I ve near St Louis. What I'm thinking is having just the basics. A small structure in a rura...
What’s worked for you in establishing new friendships, social connections, and community in retirement? Did you find existing groups to join, or start your own? I’m looking for real succes...
LJ and Kelly share their inspiring journey of embracing a retirement lifestyle before fully retiring. Motivated by Kelly’s experiences as a physical therapist, witnessing many patients unable to...
Author and podcaster Dr. Jordan Grumet explores how to create your purpose instead of waiting for it to find you....
Retirement is just around the corner for Gen X. Here’s what they need to know....
Preparing mentally and positioning your portfolio accordingly will help set folks up for financial success in the year-ahead....
With 2024 almost done, I'd like to share my year in review. For the vast majority of investors, this was a banner year, with the S&P 500 up ~24% and real estate prices in most of the country conti...
Today is the anniversary of my last day of work six years ago. At the end of the workday on December 31, 2018, I became free in a sense. That was the day my early retirement began. If you’ve dre...
As retirement approaches, keep an eye out for the last remaining bumps in the road that could put a serious dent in your hard-earned savings....
Make sure your family’s property assets are stewarded from one generation to the next...
If you set up a 529 education plan for your children or grandchildren that is no longer needed for education expenses, there is a new game in town....
As we wrap up 2024, it’s time to focus on personal finance tips for 2025. Make getting your financial house in order your main 2025 resolution. Not only is it possible, but it is also something ...
I turn 65 in a couple of months and am starting to explore the options for Medicare. I have visited the government website to read through that information. And of course I have tossed the millions of...
I am getting close to pulling the pin, but my house was built in 1994 and it’s showing its age. It needs new windows, a new garage roof, a new furnace and a roof. And to top it off, we have a ca...
My retirement advisor is recommending that I put roughly half my current retirement savings (from my pre-tax IRA) into a Fixed Indexed Annuity with a 10-year term. The upside is that you are not suppo...
The exact date your first Social Security January benefit arrives depends on what day of the month you were born, generally. Payments follow the month that they are due, so your January check is for y...
Does it make sense for Alex and his wife in Massachusetts to do Roth conversions now to the top of their eventual tax bracket? Steve in San Diego got serious about saving for retirement after Joe and ...
Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) As the current year comes to a close we have to wonder what’s waiting around the corner. Nothing is guaranteed but I think we&rsquo...
The former talk show host called retirement a 'myth.'...
Happy New Year! It’s the time of year that we ask you to perform your actuarial valuation to measure your Funded Status. We have updated the Actuarial Financial Planner (AFP) spreadsheets for th...
As the holiday rush fades, another shortened trading week could still spark outsized moves, with housing data poised to confirm ... Read more...
Other families, especially high-net-worth ones, can benefit from Johanna and Antonia Bennett's experience encountering estate disagreements....
You really can defer RMDs and lower taxes while at the same time increasing the long-term growth of your IRA. Here's how....
I've never had one. I'm 56 and have no idea if or when I can retire. I see people talking about retiring at 59 or 60 or 61 and I can't imagine it! I tried one that a family member recommended and didn...
Were any of you a stay a home (SAH) parent or was your spouse? If so, what defined 'retirement'? Age, kids launching, collecting SS, spouse retiring, ...? I have only one friend who was FULLY a SAHM (...
“I would never retire. I wouldn’t know what to do with myself.” “What if you don’t have a passion? How do you go about finding it after FIRE?” “I don’t ...
If you own a business and have young children, here’s a tip with the potential to transfer wealth to the next generation tax-free....
A Roth Conversion strategy may be a very helpful way to generate a tax-efficient legacy for your heirs, while reducing the overall cost. The post Pre-Death Planning: Roth Conversion appeared first on ...
I’m posting the 10 most-read posts to close out the year. If you missed any, here’s your chance to see the most popular posts of 2024! The Most Popular Posts […] The post The Most P...
I have always known that most people who retire did so before they had planned due to factors beyond their control. In my case, I had planned to work a few more years. But about 5 months after I turne...
I hope all of you are having a great holiday season and getting an opportunity to recharge as we head into a new year. I have some great resources to help you start on the right foot. The US stock mar...
Welcome to this week’s edition of the Sunday Best! From public housing policies to landlord involvement and nostalgic trading, we ... Read more...
Social Security benefits are shrinking relative to Medicare premium increases, leaving older adults with less cash at the end of the month....
As we enter a new year.. -How long have you been retired? -What phase of retirement do you think you are in ? Go- go , slow go, or No go … The concept has been around for some time. It makes se...
For those Not yet retired … How much longer do you have? Seems the end/ beginning of the year is popular.. Also - did you decide to keep track of it? Maybe you are marking it off on a calendar?...
Check out these practical strategies for creating the habits that can help support your retirement goals and lead to a happy retirement....
Sau màn trình diễn hết sức ấn tượng vào trận đấu tối 3/3/2024, hiện tại Kobbie Mainoo đang đư&...
Written by someone who is involved in the WEP - IT’S THE BENEFITS FORMULA that created the problem so unless they have a new benefits formula for those involved in the WEP or GPO, then they are ...
Today we are going to be talking about Medicare Insurance. We all need coverage, and unfortunately, insurance coverage can be a mystery to most because it can become so complicated. Let’s go ove...
Sneaky investment fees may delay your retirement by four years if you're not careful. Here's how to spot and rein in those fees....
Who wouldn't want to explore the world? But first think about what you hope to get out of your travels — and take a good look at your finances....
The Trump tax cuts are set to expire at the end of next year. And when they do expire, it means nearly everyone – including you – will be paying…...