Curated articles and podcasts from trusted financial experts and real retirees.
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Just because you have no dependents and no debt doesn't mean life insurance wouldn't come in exceedingly handy for someone in your life or even a charity....
Here are three primary reasons you might want to consider moving your retirement money from your 401(k) to an IRA once you retire....
Once you've decided that you and Italy are compatible, you'll want to work out your tax planning, investments, retirement accounts and benefits....
I just put in a three-month notice to retire on December 13 (Friday the 13th struck me as a funny date). My health insurance will be MedEx at 300/month and will cover everything, my IRA is good, Socia...
I think I'm going to retire next year at 60, by claiming my survivor benefits from my late wife. I would later switch to benefits at 67 for the full amount. I was shocked to find out this was possible...
It's key for an advisor to have a firm grasp of clients' long-term goals, how much they are spending now and how much they plan to spend in the future....
Learn how to build a retirement plan so you can feel comfortable and confident using your resources, not scared to spend them....
When you have a spouse or significant other, what’s next in your life is going to affect them too....
The current index is a good compromise. It’s “Social Security COLA-speculation” season, and with it comes the annual controversy about whether the government is using the right index...
See the definition of bold. And, hear from the Boldin team about what being bold in life means. Explore the impact of bold decision making. The post Meet Members of the Boldin Team, Learn About their ...
Were you one of those kids that used to always ask “How do you know?”. It can be a very useful question! This episode starts a two part series of asking “How Do You Know?” when...
Discover the cheapest car insurance options in Idaho with our 2024 guide. Learn about average rates, state requirements, and tips for saving on premiums. Find affordable coverage tailored to your driv...
The final Social Security COLA estimate for 2025 has dropped slightly from the previous estimate....
Medicare Advantage plan insurers are reducing their enrollments as profit margins shrink....
If your 401(k) balance nosedives in a down market, use these four strategies to safeguard your funds....
When I retired at 42 in 2021, I discovered the concept of Financial Independence Retire Early, also known as FIRE. Even though I had already reached financial freedom, understanding the mindset behind...
Many homeowners don’t realize how much damage common kitchen waste can cause to their plumbing. A small clog might seem harmless at first, but it can quickly turn into a serious problem. As a la...
Benefits will be slashed 21% starting in 2033 if Social Security is not fixed, according to a new report. This is how much you could lose in annual benefits....
The Supplemental Security Income program supports more than 1 million disabled children nationwide. Poor and low-income families receive monthly cash payments of up to $943 to help with their care. In...
The yield curve is a graph that plots the yields of bonds that have the same credit quality but across ... Read more...
So. I am 61. I’m not even full-time retired, I’m part-time since February! Yes, I’m moving around much less. But a good friend told me that I’m fat and I need to lose weight. I...
There’s been a dramatic twist in online imposter scams....
Answering reader questions about how to help your kids build wealth by funding Roth IRAs, HSAs, and 529s; using brokerage accounts to get an attractive yield on cash; and making sure you get your full...
On the morning of September 11, 2001, I was driving on Southwest Trafficway, heading to my office on the Country Club Plaza in Kansas City. When I walked inside the world had changed. My colleagues we...
Like millions of others, I watched with intrigue the first—and potentially only—Donald Trump and Kamala Harris presidential debate. One of the most important topics discussed was illegal i...
It’s that time of year when many of those who have Part D prescription drug coverage experience sticker shock....
Healthy living is part of the package when you move to these countries for retirement....
So we're beginning our descent towards retirement. Hit our number(s) and are satisfied (as anyone can be) with our projected financial future (thank you New Retirement/Boldin). I'm ostensibly holding ...
Here's how to get a free version of the "Medicare & You" handbook and learn about upcoming Medicare changes....
Your tax bite in retirement could be excruciating. Here's why super savers need to get serious about protecting themselves....
Having a tax-smart exit strategy for your real estate investment is a great idea, but if a 721 exchange is part of your plan, here's what you need to consider....
Inflation-adjusted amounts in the tax code are expected to increase by 2.8% from the 2024 numbers—about half the increase that taxpayers saw in 2024....
As government employers continue to struggle to recruit and retain employees, data make it clear that pensions help foster public service careers....
Self-employed Americans have a path forward to a solid retirement by investing in a solo 401(k) plan....
Have you heard the analogy that money is like oxygen? When you have enough, you don't think about it at all. That's when money is irrelevant. The post Beyond Financial Independence: Money Irrelevancy ...
This month, we're revisiting the eight pillars of rocking retirement. Today, we focus on the second two financial pillars: having a resilient plan of record and optimizing the plan to enhance the jour...
More than 6 million Americans receive earned benefits for military service - including disability compensation, education benefits, caregiver assistance, burial benefits and more. It is critical for s...
Abstract This study investigates the accessibility of websites for the Achieving a Better Life Experience (ABLE) account program for people with disabilities, which is critical for ensuring individual...
Discover the cheapest car insurance options in Florida for 2024. Learn about average costs, top providers, and strategies to reduce your premiums based on your driver profile and location. Stay inform...
Following the Medicare data breach, you can continue to use your existing Medicare card; beneficiaries with compromised Medicare Beneficiary Identifiers will be sent a new card with a new number....
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The private practices that'll thrive in the future are ones that think differently and innovate. The idea of lean private practice is key. The post Lean Private Practice: A Sustainable Model in a Chan...
Hey everyone! Summer is over. Our son is back in school and the weather is turning cooler. It’s nice and quiet at home again. Ahhh… August was a tough month ... Read more The post August ...
The end of the year will be here before you know it, so it might be a good idea to start thinking soon about what you need to do for taxes before it arrives....
I'm in my mid-50s. My dad is in his early 80s. My mom passed away several years ago and my brother last year, so it's just me and my dad now. What have I learned? There's early retirement and later re...
Hello everyone! My husband and I are in our early 60s (him) and late 50s (me). He is looking at retiring from his company in about 5 years. We have lived in the same area in the south for the entire 3...
I retired in my late 50s as the university I was working for here in the UK had massive financial problems. They offered buyouts, so I took one...the alternative was taking a pay cut and having many m...
I am newly retired (June 1 2024), so am still figuring it out. I am the 3rd generation owner of a 'camp' in Maine, by inheritance. It is only useable about 3-4 months a year, roughly mid-May to mid-Se...
Learn how retirement withdrawals impact your tax bracket and explore strategies to minimize tax hits on your income during retirement....