Curated articles and podcasts from trusted financial experts and real retirees.
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You may need to take action before 2024 year-end to protect your estate plan: avoid reciprocal trust & step transaction doctrines, file for the Corporate Transparency Act...
Critics of temporary rental assistance argue that it gives people the financial leeway to work less. But that was not the case for low-income workers in Chicago. The workers, who received up to $1,000...
If you’ve ever wondered how to find the right balance between risk and reward in sports betting or financial investments, the Kelly Criterion might just be the answer. Developed by John L. Kelly...
FIRECracker got me in a reader case mood, so I thought I’d get in on the fun too! Here we go! Can I start off with THANK YOU for providing your investment workshop for free. It’s so refres...
TJ in Louisiana has been sitting on the sidelines, but now it’s time to get into the market. Should he dollar cost average, or just go all in? Margaret in California has an idea of selling a sto...
In a snapshot survey of views on retirement in the U.S., three in four retirees say they have enough money to live comfortably. Will you be able to say the same?...
Around 14 years ago, one of my closest friends told me he had been diagnosed with colon cancer. I was shocked by the news but he didn’t seem any different and I knew he’d be just fine. Aft...
Elaine didn’t decide to retire at age 57, but changes in her company meant an early retirement for her. Being caught off guard, she didn’t feel emotionally prepared to make the shift, even...
I'm tired of the financial scammers. A few months ago John Oliver did a great show on how these scammers operate what is known as pig butchering. A typical pig butchering scam works as follows. First,...
Retirement planning is a delicate process, and you need to carefully consider your various income streams, including Social Security benefits. For those of us who plan to continue working while claimi...
The reduction comes as Vanguard's increases its investment in the robo-advisor service...
The new ad campaign centers Nationwide's financial and retirement planning services...
TIAA Institute researchers say system needs to incorporate best features from DC and DB…...
New Compliance Assistance Release confirms agency’s 2021 guidance applies to all…...
Investors in the Janus Henderson report also cited concerns over inflation, stock market…...
More are also taking interest in lifetime income options, notes Nationwide's new Protected…...
One aspect of the pandemic that has persisted is the increased relevance of remote work. This shift could help older people with disabilities, who might otherwise find it hard to get or keep jobs. Ind...
One aspect of the pandemic that has persisted is the increased relevance of remote work. This shift could help older people with disabilities, who might otherwise find it hard to get or keep jobs. Ind...
On this episode, ERISA attorney Allie Itami discusses the fiduciary rule delays, its impact…...
2024 Global Retirement Index has a new No. 1 while U.S. drops out of top 20...
Report from Sway Research explores trend, shows TDF assets top $4 trillion as CITs overtake…...
At long last, the time has finally come for the Fed to begin cutting rates in September. As a result, real estate investors will likely benefit from a tailwind over the next couple of years, after a r...
Avoid the COLA social security dip in 2025 with a Health Savings Account...
As you build your wealth, tax considerations are going to become more important in protecting your earnings and staying in good standing with tax authorities....
The earlier you start planning, the more control you have over your future, empowering you to make informed decisions and feel more secure....
After an earlier post about advice to give to kids about retirement, one of the most common answers was to be debt-free at retirement, including a mortgage. I got to thinking about that, and what that...
hello! I've entered my 50's and I need to start planning for housing...I just like to plan things and of course, I'm single, so it's good for me to plan, too. someone in a subreddit somewhere on reddi...
Yale's successful endowment focuses on alternatives. With a self-directed IRA, an individual investor could design a portfolio based on similar principles....
Many people will be looking to make their homes aging-friendly in the years to come....
Change is constant. Each season of life inevitably transitions into the next, and windows of opportunity eventually close. So, an essential strategy for happiness in retirement is to group your experi...
Discover how to find affordable auto insurance in Delaware with our 2024 guide. Learn about factors influencing rates, average costs, and the best providers to secure the cheapest coverage...
Today we're joined by Ed Slott, the expert’s expert on retirement planning, to talk about how to make the most of your retirement savings and avoid costly tax surprises. Ed explains why converti...
I just turned 40 years old, and I have spent less than $20,000 on all the cars I have ever owned. That is going to make me wealthy one day. The post My 27-Year-Old Car Will Make Me a Multimillionaire ...
Hello. I live in Vermont and after long Covid delays (shutdowns, crazy interest rates), I really do not want to be here all of winter 2024-2025. This is a one-time transition, though I may do it seaso...
This post is a follow-up to our post of April 16, 2022 regarding planning for non-recurring expenses in retirement, with emphasis in this post on long-term care costs. We also build on the example dis...
Nowadays, more and more physicians are turning to secondary jobs to supplement their clinical work. And it isn’t hard to ... Read more...
The IRS has issued final rules on taking required distributions from an inherited IRA, and warns that the reprieve on penalties for adult children and other non-spouse beneficiaries who don't comply w...
They're more varied, flexible and cost-effective than most people think, so don't let their complexity scare you off....
In these European countries, it's possible to live comfortably on a monthly budget of between €1,000 and €1,500....
Personal finance gurus would have us believe that the difference between financial success and failure depends on our choice to buy a latte. But it likely doesn't....
i am 78, receive $1300 in ssi. i am not on disability. how much can i keep in bank account?...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
These six target-date funds are good set-it-and-forget-it options that are a staple of retirement plans....
Here some ways to mitigate longevity risk into your existing retirement plans....
What's new in the world of disability insurance? Plenty, as companies expand their GSI offerings and introduce innovative programs. The post The State of the Disability Insurance Industry in 2024 appe...
Most Americans wish they had started saving for retirement sooner and that they hadn't withdrawn money early from retirement accounts, a recent study says....
IoT has transformed how we communicate with plain objects and machines. It has accelerated communication and data analysis making it more productive and efficient at home or the workplace. However, th...
Putting together a playlist for my sister’s party this weekend. After a 15 year nursing career,she was a teacher for 25 years and is “graduating” with the start of the school year. I...
Many people value family and family relationships more than anything. So on this episode, we discuss a number of ways that kids and grandkids can end up influencing retirement plans. Glenn is availabl...
Evaluate the pros and cons of different orders of accounts for withdrawals. See how to make smart decisions about your choices. The post How to Decide the Order of Accounts for Retirement Withdrawals:...