Curated articles and podcasts from trusted financial experts and real retirees.
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My friends at Apex Money recently shared an article that made me think. The article was from the Harvard Business Review and highlighted 7 Hidden Traps of Retirement, which the […] The post 7 H...
Assess the cost considerations of long-term care insurance for retirees and pre-retirees....
Trust and communication are vital for older generations to pass down the values required for building, preserving and growing their family’s assets....
Even as they approach retirement age, half of Gen Xers have not done any retirement planning....
Discover the opportunities and limits of modeling your Roth conversion opportunities and get 6 tips for doing better. The post Planning for Uncertainty: Why Roth Conversions Require Iteration, Not Per...
New research on cross class friendships is another data point on why we are better off when we mix across wealth, health, and age. The post Cross Class Friendships: Why Having Friends with Money is a ...
Those at or near retirement need to account for slightly higher tax brackets, as well as higher Basic Personal Amount and OAS clawback thresholds, among other changes for 2025. The post What retirees ...
So, I retired a few months ago. During my career, I did a lot of voluntary work for charities. Mostly this coniststed of assessing grant applications, editing a journal, serving on advisory committees...
Spouse and I are recently retired. All of our assets have designated beneficiaries (each other, and then daughter is contingent beneficiary once we are both deceased.) Since she is our only child, I'm...
Many middle-aged adults nearing retirement face anxiety over uncontrollable factors like Social Security cuts, lower investment returns, and increasing tax rates. Ari and James discuss how fear of the...
Getter a better night's sleep in 2025 by overcoming these four retirement fears....
When business owners contemplate retirement, their first step should be maximizing the value of their biggest asset. Here are a few steps that could help....
Placing a security freeze at ChexSystems helps prevent someone from opening a bank account in your name. Also check your ChexSystems report and score. Learn the Nuts and Bolts I put everything I use t...
Ask family caregivers what sort of government support they want and their answer is clear: They want upfront cash....
Adopting a new view of the stages of your retirement years will help you live long and well in retirement....
Author and executor advisor David Edey shares how to prepare your estate and your executor to leave a legacy behind instead of a mess....
Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should make sure that their plan is still in sync with how they wa...
One of the reasons my team at Keen Wealth puts so much care into personalizing our comprehensive planning process is that there's no one path to a successful retirement. Yes, we often incorporate some...
On the last episode of 2024, we continue our “Stocking Stuffers For Financial Freedom” conversation. We hope you enjoy the Holiday Season and we look forward to reconnecting in 2025. Glenn...
Ease into retirement at your own pace and in a way that aligns with your interests....
Will the TCJA Estate and Gift Tax Provisions Really Sunset?...
With another strong year in the stock market, it’s time for investors to celebrate! While marveling at the growth of your portfolio is satisfying, a more rewarding way to celebrate is to actuall...
Unlike a more passive refund, this type requires you to work for it. First you have to activate the card. Then the fun begins....
Fidelity’s 16th Annual Resolutions Study finds unexpected expenses and inflation are top…...
IAA's 140 partner firms will be able to view, analyze and manage clients' 401(k)s and other…...
The GAO report also lists recommendations for the DOL to improve federal monitoring of…...
Older workers share key financial lessons like saving for retirement earlier, maximizing…...
The IRIC expects to see in-plan retirement income to make a big impact in 2025...
Annual prognostications grade reverts back to long-term average after only 5 of 10 calls…...
Less than half of working women feel prepared for retirement and of those already retired, only 19% find retirement to be exactly what they expected. Here's what you can do while still working....
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that....
Physicians have a strange relationship with retiring. Because medical professionals tend to have a later start to their careers, they ... Read more...
But the increase should be small and gradual. Enough with politics. It’s time to get back to solving problems. Not surprisingly – given my slant on the world – the problem I care mos...
Employees can fight the bias and misconceptions that may be hindering their opportunities for involvement, development and advancement by combatting age stereotypes....
Here’s how to come up with the cash to buy a property in another country....
Large bipartisan majorities in Congress voted for the SECURE Act in 2019 and SECURE Act 2.0 in 2022. Another SECURE Act might be in the works....
Are you mistaking a Monte Carlo analysis for real financial planning? I'll explain why this common tool, often used by financial advisors, is not a substitute for a true financial plan. A Monte Carlo ...
Amount believed to be largest ever for an ERISA case about poorly performing investment…...
Amount believed to be largest ever for an ERISA case about poorly performing investment…...
A Post-Mortem on the Benartzi-Adams “Debate”...
With the new year quickly approaching, it’s a good time to think about some of the key…...
Some places you love so much you can’t wait to go back. Barcelona was not one of those places. From the hotel manager who screamed at us for daring to ask about our room bill, to the restaurant ...
Fiduciary financial advisers are required by law to work in your best interest. Here's how they are key to intentional and efficient financial management....
? Show Notes Join us in this episode as we delve into the complexities of retirement planning with Dr. Daniel Crosby, author of The Soul of Wealth. Discover the importance of learning what to ignore a...
John in Pennsylvania doesn’t have bonds in his investment portfolio. Should he add them, and if so, where? That’s today on Your Money, Your Wealth® podcast number 508 with Joe Anderson...
We hope our readers have a joyful holiday season and a peaceful new year. We’ll return Jan. 2 with a recap of some of our2024 blogs!…...
Discover if SurveySavvy is worth your time in 2025 with our in-depth review. Learn about its features, payment methods, pros, cons, and how it stacks up against competitors like Swagbucks and Pinecone...
Consider this host of strategies to help clients keep more of what they earn....
Hello everyone! Today we are sharing an article that came to our attention from business insider. A member thought this would be a good discussion post but did not want to post from their account. Rea...
The 2025 retirement savings rules may provide new opportunities for individuals to save more in their 401(k) plans. This is due to the passing of SECURE Act 2.0 which passed in 2022, which many provis...