Curated articles and podcasts from trusted financial experts and real retirees.
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Circumstances are different for everyone, but this adviser with 20-plus years of experience shares some insights on getting your financial priorities in order....
This guest post is by Vaughn, a long-time Financial Samurai reader who retired at 44 and is now 55. Vaughn's early retirement was driven by necessity rather than choice due to a congenital bone diseas...
Well, it looks like we’re here in another US election year already. As Advanced Mustachians, we already know that the ongoing battle of Harris vs. Trump should not be consuming much of our time....
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How much does it cost to raise a kid? Well, according to the USDA it’s $233,610 USD through age 17. And this doesn't even include college costs! That study was done back in 2015, so when you adj...
I recently attended the 2024 Bogleheads Conference. This was my second time attending. You may not be familiar with the Bogleheads. In my write-up of the 2022 conference, I explain what a Boglehead is...
Discover the cheapest car insurance options in Minnesota for 2024. Whether you're a young driver, high-risk, or have a clean record, this guide covers average costs, top providers, and tips to lower y...
I’m new in retirement. Retired at 64. When I look at the week ahead and know I will be away for two hours for volunteering, and two hours for book club, and time for exercise classes I feel so G...
Hello. I plan to retire next year at 63. I’m making this decision not only for health reasons but also because I’m an artist & I am too stressed out in the 9 to 5 & need to serious...
Here’s the deal: Not every pre-med student is going to end up becoming a physician. And that could be for ... Read more...
Trump and Harris are bookends of the sprawling Baby Boomer generation, which spans 18 years. No wonder they have different world views....
Last week, I had a rude awakening during my annual blood test. My triglycerides level was through the roof, clocking in at a whopping 1200 mg/dL. My doctor, bless her ... Read more The post I’m ...
I realize these posts are very niche. Most of you don’t care about Tesla or robotaxis. However, writing is how I get my thoughts in order. Any maybe there are a couple of other nerds who will en...
In this episode, we talk about an important part of retirement planning that many people overlook—figuring out how long you might live. We explain why using average life expectancy or guessing b...
In today's episode, we discuss an eye-opening study from Vanguard, a leader in the DIY investing space. In this report, they cover how partnering with a financial advisor could potentially amplify you...
You never see a U-Haul behind a hearse. Here are 2 exercises to help bring death to life in your financial planning....
Retirement savers with big bucks in traditional IRAs and pretax 401(k)s could face huge tax bills when RMDs kick in. One potential solution? A Roth 401(k)....
From overall costs to availability of care, here's what to know about the differences between traditional Medicare and Medicare Advantage plans....
Budget watchdogs each release analysis of candidates’ professed tax and spending plans while…...
Forty-four percent of workers in a Vanguard dataset either increased or maintained their…...
The latest news from Corebridge, PGIM, Alerus, Financial Finesse, and more...
Over 50 sessions will cover topics including investments, compliance, marketing, sales, and…...
DALBAR’s annual plan sponsor website ranking recognizes five providers for stellar…...
Creating, implementing and maintaining a fitness program has many of the same steps and concepts as creating a successful estate plan. You need to identify key background information, evaluate and edu...
I just moved all the allocations in our 401k to 10/25/65 Total international equity/Large Cap Value/Fixed Income Bond edit: (Pimco PIMIX). I wanted the equities to be non-tech stocks as I think they'r...
I haven't been able to contribute to an HSA for a long time, health plan is too good these days. But for a good while I maxed it every year. Its invested and steadily gaining over the years. For those...
We own our home and will retire in 2-3 years (me at 70, my wife at 65). We have adequate retirement income to cover expenses. We live in a small town that is unfortunately quite a ways from either of ...
What’s the thing I like most about being semi-retired (and will LOVE when I can afford to fully retire)? Time. I am no longer speeding and tailgating. I can wait in a checkout line without strai...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
The annual cost-of-living adjustment will increase monthly checks for millions of beneficiaries, including retirees and disabled workers....
Cetera will welcome 350 financial professionals as part of the acquisition...
The firm is offering credit monitoring and identity restoration services to clients for 24 months...
Not long ago I asked you all to help me decide whether or not I should consider an even earlier retirement than my planned exit at the end of 2025. My excuse was to keep earning to pay off a recent ki...
Did you know that financial planning is an excellent way to boost happiness hormones? (In addition to ensuring a secure future!) Find out how! The post How to Boost 4 Different Happiness Hormones and ...
Forty percent of insurance claim appeals are successful. It is definitely worth asking questions and fighting claim denials. Learn about the right steps to take. The post 7 Steps to Take When Your Med...
How much does it cost to be a grandparent? On average, grandparents spend almost $4,000 a year on their grandkids....
In addition to handling your financial wealth, consider ways to manage your non-financial assets: health, knowledge, time and relationships....
How much money have you saved in your IRA or 401K? Making contributions to one of these tax-deferred retirement accounts is easy. But withdrawing this money in retirement… gets complicated.&hel...
I just retired and I have just signed up for Medicare Part B. Since I was working when I became eligible for Part A, I signed up for Part B well after Part A. I signed up to coincide with my retiremen...
There are no one-size fits all solutions for retirement. However, there are a number of universal truths to be aware of when planning for retirement. This two part series is designed to shed light on ...
Have you ever experienced a financial setback? On this episode, we delve into this topic and provide a variety of questions to help learn lessons and a process designed to help recover Glenn is availa...
Do you remember the “Magic 8 Ball” from your childhood? On this episode we explore some retirement questions with answers the “Magic 8 Ball” may have provided and have fun disc...
Deputy Director to Assume Role, Backed by Veteran Research Team Alicia H. Munnell, the founding director of the Center for Retirement Research at Boston College (CRR), has announced that she will step...
The answer depends on several factors. The key is to create a plan that combines all aspects of retirement — income, taxes, health care and legacy planning....
In recent years, 16 states have launched or are preparing to launch auto-IRA programs that require employers without a retirement plan to auto-enroll their workers in an IRA. Although studies have beg...
Thinking about retirement? Dana Ferris from HumbleDollar shares her one-year countdown to July 2025, combining smart financial moves with exciting ... Read more...
One of the worst experiences for a homeowner is filing a home insurance claim only to be told it's not covered. After years of paying premiums, the insurance company doesn't deliver when it's needed m...
Those enrolled in Medicare could soon pay just $2 for these prescription drugs....
Does your financial planner specialize in accumulation or distributions? In this free clip from the online course, “Retirement Ready: Building Your Financial Plan,” you’ll learn why ...