Curated articles and podcasts from trusted financial experts and real retirees.
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Do you think you could pass a basic quiz about planning for retirement? You might be surprised to learn that in a recent study… Only 31% of Americans … got…...
Here are some factors to consider if you want to quick, but don't want to lose gains on retirement funds....
Is there a way to use the prohibited transaction rules for IRAs in your favor? Hypothetically, there seems to be. The post Using the Prohibited Transaction Rules to Your Advantage appeared first on Ge...
Discover the most affordable auto insurance in Connecticut with our comprehensive guide. Compare minimum and full coverage options, tailored for different driver profiles and regions. Find the best ra...
There are numerous successes to celebrate as ERISA turns 50, but challenges remain to create better retirement outcomes in the future....
If you want to give an inheritance while you're alive, there are many points to think through, including what you can afford and what the rules are around giving....
If you're losing sleep at night worrying about your investments, you might want to consider the benefits of protecting at least some of your principal....
Mortgage rates are always a hot topic in the news. Whether they are up or down they are newsworthy. There is a way to save on your mortgage and get a better great rate, regardless of whether rates are...
Moving to Mexico provided me with a lot more opportunities than I would have been presented with if I had stayed where I was in the US....
How do you balance different desires to travel? We’re 62 and 56. My wife has turned in her notice. I’ve already spooled down a consulting career. She has rarely traveled for work, but trav...
Is it possible to use the SSA.gov calculator to determine your payment amount if I retire at 62 (or some other age) and delay payments until another age, say 63. I believe, but could be wrong, that th...
I will be retiring sept 2024. I’m looking at this Form and don’t know what year to enter as my tax year . Do I enter 2024 ? even though it won’t be reduced by that much since I&rsquo...
Dave Ramsey’s Baby Steps have become a widely recognized and followed framework for personal finance in America. They offer a structured, step-by-step guide aimed at helping individuals and fami...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
We Need changes now for Social Security. They have been kicking the can down the road to long. This is not "Charity". We need a New calculation for COLA. This next year 2025, You will be paying anothe...
The best parenting advice I ever got applies to all the thorniest issues we choose to address with our kids—sex, alcohol, drugs, rock ‘n’ roll, and yes, money....
Depopulation in rural areas is making antique houses called Kominka available at reasonable prices throughout Japan. American writer and food stylist Hannah Kirshner offers a great example of what it ...
A look at Kamala Harris' stances on Social Security and Medicare, including her history with the programs....
Kiplinger looks at Donald Trump's stances on Social Security and Medicare, including what he did as president....
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical....
Have you ever fantasized about moving to a new country? It doesn’t have to cost a fortune—if you choose the right place. We've got the cheapest countries to live....
Creating a retirement plan can be challenging when considering the possibility of a recession. [https://www.forbes.com/sites/stevevernon/2023/05/19/how-to-recession-proof-your-retirement/] However, no...
When I was young my mum had the radio on all day at home, as did my grandma. It was a childhood memory I never really thought about. I never paid it attention until my daughter came by and said why do...
Thank you to everyone who sent encouragement, advice and ideas after my last post. These are all things we can use at one time or another during our lives. Another is permission. I decided to take som...
I've signed up for a trending finance newsletter ... today's installment mentions that 65-yr-olds reach out for advice, but that they are too old to be helped by this particular expert. (I'm not givin...
As you get older, leaving a legacy may become increasingly important to you. It's rather comforting to know that a part of you will remain after you are gone. Your family and friends will never forget...
As we age, it’s normal to become more empathetic toward widows and widowers. We see friends go through the struggle of losing their spouse and deal with that difficult transition […] The ...
Consulting with a professional, especially when it comes to insurance and taxes, could save you a ton of time and hassle and money....
Discover the most affordable auto insurance options in Colorado for 2024. Explore rates for minimum and full coverage, tailored to different driver profiles and regions. Compare top insurers like Amer...
Since I purchased my house in October 2023, I’ve been feeling broke. I’m living paycheck to paycheck to cover my bills and fund venture capital calls. In fact, even after realizing I had m...
Steve Abramowitz from Humble Dollar delves into the unexpected performance of the JPMorgan Equity Premium Income fund (JEPI), a fund ... Read more...
I am coming up on a year of retirement at 62. We did all the planning ahead of time to make sure we had enough SS income and retirement savings. All good. Dental - If I could go back to my last year b...
I'm coming up on 3 months retired, and so far, so good! I'd like to look back, though, on the last 10 years. 10 years ago, in the fall of 2014, I had a plan. My wife and I were both 56 years old. Our ...
My husband (66) will be retiring next May. I (60) am already retired. We signed on with a financial advisor a few months ago and we are working to set things up optimally for us. Recently, our financi...
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For many folks, their home is their only investment or a majority of it - for many, they think about the equity that it gains as a form of retirement financing - be that selling it for a hefty profit,...
Episode 218 is the final episode in the April Bond series. We’ve walked through all the benefits and dangers of bonds over the past few weeks. In this episode, we talk about some gadgets that co...
Episode 452: US economy continues to grow…are you? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ----------------------------------------------...
Hearts & Wallets latest research features a focus group’s reactions on lifetime income…...
Among the industries expected to see the most loss are healthcare, construction, and…...
401(k), 403(b), and IRA accounts have all experienced consistent growth throughout 2024,…...
And only 22% have talked about their Social Security concerns with an advisor, reports Allianz Life...
Becoming a retiree creates a number of life changes, including a number of insurance needs. In this episode we discuss some of the potential changes to health, long term care and life insurance needs ...
Schwab survey finds Americans think it takes $2.5M to feel “wealthy,” but net worth needed…...
A PNC Bank report highlights the diverse demands from different generations of workers...
The latest news from Alight, Prudential, and Corebridge Financial...
But courts block effort to curtail conflicts of interest. In October 2023, President Biden announced that the Department of Labor (DOL) would propose a new rule to protect people saving for retirement...
Use these three changes in Social Security to plan ahead for 2025....
It's likely that most of us will need some kind of long-term care as we age, so it'd be a good idea to start planning for those expenses now....