How to NOT Ruin Your Kids with Money
Author and estate planning expert Mark Shiller shares how to leave wealth to your kids and prepare them for success...
keilfp.com
Dec 25 2024
Showing 50 results of 14996
5 Biggest Retirement Fears and How to Overcome Them
Retirement is an exciting milestone, but it often comes with common fears. With proper planning, these concerns can be addressed to ensure a fulfilling and secure new chapter. Here are five major reti...
buzzsprout.com
Dec 25 2024
5 Things People Regret About Early Retirement
Many dream of retiring early, but you would be surprised to learn that many people who retire early regret doing so. James reveals five things that lead people to regret early retirement and provides ...
buzzsprout.com
Dec 25 2024
Close Out the Year with Intention
In this special Christmas Day episode, we explore the art of reflection as we approach the end of 2024. Join us as we dive into Tanya Nichols' year-end reflection protocol and challenge ourselves to l...
share.transistor.fm
Dec 25 2024
Retirement - Social Security and IRA management?
My brother and I are working to develop a retirement plan. Our working class parents never really saved for retirement (my mom worked until my dad died), so our expertise in this area is fairly low. N...
reddit.com
Dec 24 2024
Retiring with a younger spouse
Well, finally coming up on retirement from a corporate sales job after more than thirty years. Getting Medicare at the start of 65th birthday month was the key to my decision. Younger wife (10 years) ...
reddit.com
Dec 24 2024
Does crypto belong in retirement portfolios in 2025?
As Americans prepare for a more crypto-friendly government, do digital currencies deserve a place in their nest eggs?...
financial-planning.com
Dec 24 2024
Best Financial and Retirement Articles from 2024
Top retirement articles covered Roth mistakes, wealth, average net worth, decision-making, rules, and more related to achieving a secure future. The post Best Financial and Retirement Articles from 20...
boldin.com
Dec 24 2024
When to Claim Social Security and the Truth About Annuities - 509
When should Richie and Heather and Rebecca and Sam collect their Social Security benefits? Why is Dan’s benefit so much higher than his wife’s? PWare has a Roth conversion case for claimin...
purefinancial.com
Dec 24 2024
The Gift of Time Together: Festive Family Activities for Christmas
Christmas really sneaks up on you, doesn’t it? One minute you’re taking down Halloween cobwebs, and the next, the radio’s ... Read more...
physicianonfire.com
Dec 24 2024
WEP/GPO
Will there be any coverage of the changes to Social Security eligibility/payments because of the changes to WEP/GPO?...
community.aarp.org
Dec 24 2024
How Colder and Warmer Climates Affect Seniors
Ifyou are considering moving to a new climate for retirement, you will want to take all factors into consideration. Older adults often make less body heat because of a slower metabolism and less physi...
baby-boomer-retirement.com
Dec 23 2024
GOP Budget Squabble Puts The Older Americans Act At Risk
While OAA programs will continue to be funded at current levels until March, it has become a potential target for substantial spending reductions....
forbes.com
Dec 23 2024
The Little-Known Stealth Tax That Bites Retirees And Near-Retirees
There’s a Stealth Tax retirees and near-retirees often don’t know about until they inadvertently trigger it, increasing taxes they often could have avoided or reduced....
forbes.com
Dec 23 2024
Earn Active Income For Wants, Use Passive Income For Needs
When you reach financial independence or retirement you may eventually experience a sense of emptiness. After years of hard work, aggressive saving, and smart investing, you might feel a letdown becau...
financialsamurai.com
Dec 23 2024
Net Unrealized Appreciation Treatment
Explanation of how Net Unrealized Appreciation (NUA) works for a 401(k) or other workplace retirement account. The post Net Unrealized Appreciation Treatment appeared first on Getting Your Financial D...
financialducksinarow.com
Dec 23 2024
Physician on FIRE Monday Markets: A Pre-Holiday Slowdown with High Stakes Twists
Welcome back to Physician on FIRE’s Monday Markets review! The upcoming Christmas week may seem quiet but don’t underestimate the ... Read more...
physicianonfire.com
Dec 23 2024
Social Security Fairness Act application
I am 71 years old and worked for the Post Office for over 30 years. I am collecting a government pension and was not eligible for spousal benefits due to GPO.I do have an online SS account and used th...
community.aarp.org
Dec 23 2024
The Truth About Reverse Mortgages (Ep. 7)
Did you know that nearly 70% of retirees’ net worth is tied up in their home equity? Yet many never consider leveraging it to secure a worry-free retirement. This week…...
bossretirement.com
Dec 23 2024
Gratitude for 2024
Happy Holidays, everyone! I hope you are enjoying the holidays as much as RB40Jr. He loves winter break because he doesn’t have to go to school. Life is so simple ... Read more The post Gratitud...
retireby40.org
Dec 23 2024
How to Avoid Common Mistakes When Gifting Money to Family, Ep #231
As the holiday season approaches, many of us find ourselves thinking about gifts. While gifts can come in many forms, monetary gifts often cause the most confusion. In this episode of Financial Symmet...
financialsymmetry.libsyn.com
Dec 23 2024
Don’t Forget The Personal Side of Financial Decisions
Today I have a guest post from a long-time blog reader, Bill Hines. I’ve gotten to know him through exchanges in the comments and ensuing email conversations. Like me, Bill is an advice-only fin...
caniretireyet.com
Dec 23 2024
The Sunday Best (12/22/2024)
Welcome to this week’s edition of The Sunday Best, where we explore the nuances of determining a safe retirement spending ... Read more...
physicianonfire.com
Dec 22 2024
Take Charge of Retirement Spending With This Simple Strategy
To make sure you're in control of retirement spending, rather than the other way around, allocate funds to just three purposes: income, protection and legacy....
kiplinger.com
Dec 22 2024
Closing the Financial Door on 2024
Wrap up 2024 with these essential tasks, tax tips, and investment insights from a seasoned FAANG FIRE pro. Get ready for 2025 with smarter, more strategic finances....
faangfire.com
Dec 22 2024
How much did your Roth conversion cost you?
I am deciding whether or not to convert. I will be working for at least 10 more years. By then my tax-deferred funds will be slightly over $2 million. I want to convert at least $250k over a 5 year ti...
reddit.com
Dec 22 2024
Corporate Bonds: An Essential Guide to Understanding Bond Investments
Corporate bonds are a cornerstone of many investment portfolios, valued for their ability to generate steady income and offer moderate risk. Whether you are diversifying your investments or seeking a ...
retirementsavvy.net
Dec 22 2024
How Long Do You and Your Spouse Plan to Live?
This post focuses primarily on the implications of assuming, or planning, to live longer than one’s life expectancy. For the purpose of this post, we are going to assume that when you are asked ...
howmuchcaniaffordtospendinretirement.blogspot.com
Dec 22 2024
Healthcare.gov ACA
Are there many retirees that are concerned about buying health care on the ACA , if the subsidies expire at the end of 2025? What will happen to people with pre-existing conditions? How will retired p...
community.aarp.org
Dec 22 2024
Retirement Tax Planning Calculator
My wife and I (61 & 58) have several retirement accounts: Trad 401(k), Trad IRAs, Roth IRA, I-Bonds, and taxable brokerage. We will both have pretty good SS income as well. Planning to retire in 2...
reddit.com
Dec 21 2024
New Proposal Would Require Insurance Agents To Disclose More About Medicare Advantage Plans
Medicare regulators want beneficiaries to be told explicitly about some potential risks of signing up for Medicare Advantage plans instead of original Medicare....
forbes.com
Dec 21 2024
How Much Money Is Enough to Be Happy? Can You Have Too Much?
The relationship between money and happiness is complicated, but the experts agree on these three eye-opening fundamentals....
kiplinger.com
Dec 21 2024
A Blueprint for a Meaningful, Financially Independent Wedding
Chrisis a mid-thirties small business owner that has operated multiple online endeavors. He built most of his wealth through a ... Read more...
physicianonfire.com
Dec 21 2024
How Couples Can Manage Different Retirement Timelines
Staggered retirement is increasingly common, but it can create financial and emotional challenges....
kiplinger.com
Dec 21 2024
ALL States & Local Governments Should Participate in the Social Security System
So what is done is done - Passage of HR 82 happened last nite in the Senate. But now we need more money to come into the Social Security Trust Fund ASAP to help make up for this $ 200 Billion being pa...
community.aarp.org
Dec 21 2024
Living mostly on Social Security in the US.
Though Social Security was designed to provide a safety net of about 40% of a retiree's customary income needs, there are millions of people for whom SS is at least 75% of their income. I'm not talkin...
reddit.com
Dec 20 2024
Qualified Charitable Distribution
I only recently learned of the Qualified Charitable Distribution (QCD) and am not an expert in the field. This is my understanding. If you already use this tool or have other thoughts, I'd appreciate ...
reddit.com
Dec 20 2024
May be retired earlier than I expected ... now what
I am 60 (F) and I have lived and worked in Canada all my life. I have been fortunate to work for two places where I could build/accumulate company pensions. I also have a small locked-in retirement ac...
reddit.com
Dec 20 2024
Five Year-End Strategies You Can't Afford to Miss
Instead of making New Year's resolutions, consider making some money moves that could help save you big bucks on your taxes....
kiplinger.com
Dec 20 2024
How Exam Preparation Saves Future Expenses
Exam preparation often involves securing textbooks and study materials, and making a time and effort commitment. But it’s important not to see this as just a cost - but rather as a strategic inv...
thinksaveretire.com
Dec 20 2024
Any recent retiree who was a state employee in NC ?
Hi all - I work for the state of NC and plan to retire soon (target date is 2/28/25). The state offers "retirement counselors" but I have received no response to my emails or voicemails regarding fair...
reddit.com
Dec 20 2024
How To Handle Manipulative Aging Parents: Guilt, Money, And Power
Aging parents can use threats, money and power plays to manipulate adult children. Recognize what this behavior means and what choices you can make to handle it....
forbes.com
Dec 20 2024
Retiring from Farming is Complex and Not Always Planned
The decision to retire is complex enough. But throw a family farm into the mix and it introduces a host of issues most people never think about. How long will the farmer be physically capable of doing...
crr.bc.edu
Dec 20 2024
Do As I Say, Not As I Did
What do Arnold Schwarzenegger going vegan, the U.S. advocating for lower carbon emissions, and Warren Buffett calling for higher capital gains taxes all have in common? They are all examples of what I...
ofdollarsanddata.com
Dec 20 2024
Why You May Need To Rethink Your Retirement, Work, And Spending
Living a long time in retirement with limited financial resources means you’ll need to be resourceful and creative to live long and well....
forbes.com
Dec 20 2024
Last-Minute Gift (For A Lifetime) Idea: A Child IRA For Your Kids Or Grandkids
Toys come and go, but opening a Child IRA allows you to give the gift of a lifetime. Here’s what you need to do....
forbes.com
Dec 20 2024
The Biggest Flex By Men Is Not What You Think
“Flexing” is a slang term that means showing off or boasting about one's accomplishments, possessions, or skills, often with the intention of impressing others. For example, someone might ...
financialsamurai.com
Dec 20 2024
401(k) Super Catch-Ups: Are They Right for You?
New for 2025, employees 60 to 63 can save an additional $11,250 in their 401(k), but should they?...
kiplinger.com
Dec 20 2024
Inbox Questions | When Should You Use An LLC?
We answer a question from a 44-year-old Pittsburgh bus driver earning over six figures annually who maxes out a Roth IRA, contributes 10.5% to a 457 plan, and is covered by a pension. He owns five ren...
sites.libsyn.com
Dec 20 2024
Dave Review 2025: Is Dave the Best App for Cash Advances?
Discover if Dave is the best cash advance app in 2025. Our in-depth review covers its no-interest advances, low fees, budgeting tools, and pros and cons to help you decide if it's the right fit for yo...
thinksaveretire.com
Dec 20 2024