Curated articles and podcasts from trusted financial experts and real retirees.
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My wife just reached FRA and has applied for Social Security. I reach FRA next November. We still have a mortgage on a 3,100sf, two-story house, which is way more than we need now. We know we need to ...
People who are aging and living alone are finding more resources to help take care of themselves....
Annuities don't have to be intimidating if you understand these key terms...
From prioritizing spending and investing to using debt wisely and developing a giving attitude, rich retirees develop habits to live by....
Today's long-term care insurance offers retirees more appealing options, which can preserve assets and protect the financial stability of a healthier partner....
Things certainly have escalated quickly at the Route to Retire household! We started with the plan to take a couple of vacations over the next year and suddenly we’re traveling the world for 121...
All through our 32 year marriage my wife has handled all our financial bookwork. I've been OK with that because, well, she did all the boring bookwork and I haven't had to bother myself with it. But n...
Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help....
Boise seniors find strength and community in free ‘Fit and Fall Proof’ exercise classes bySophia DoumaniWed, November 27th 2024 at 4:53 PM. Boise seniors find strength and community in fre...
Are you recently retired or hoping to retire soon? What could you learn from the people who retired successfully before you? What were their best decisions? And what were their…...
While I am not a big traveler, my spouse is looking forward to taking some longer trips upon retirement. Not years abroad. But maybe a month rather than our now 10 day limit of travel. Right now, one ...
Doctors know all about job burnout. It’s the reason why so many pursue the FIRE movement to find early financial ... Read more...
As Bitcoin prices surge and the number of online accounts for each American continues to grow, digital asset planning is becoming increasingly important....
Swelling debts of people age 60 and older make it hard for them to save for retirement — and may require some of them to tap their savings sooner than they thought....
Position your retirement income for 2025 with these 4 smart planning tasks. From inflation protection to portfolio rebalancing, ensure financial peace of mind....
Health issues. Death. Politics. Some topics make for uncomfortable conversations, but financial advisors need to have them anyway....
I recently was asked an interesting question. What is the most impactful financial advice I’ve given since I started working as a financial planner? Financial advice is often synonymous with inv...
Curious about how timing your Social Security could maximize your benefits? Join Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions as they welcome their long-time friend and Investment Advisor...
To read this story on KSL.com, click here. There’s one simple move that could make your nest egg last years longer in retirement. According to arecent reportin the Wall Street…...
Many people believe that saving a million dollars is the golden ticket to a perfect retirement. However, without a comprehensive plan, that million can quickly diminish. Let’s break down why.&he...
Today we're bringing back one of our most downloaded episodes:The Three Reasons for Roth Conversions. We released this back in May of 2023 and it’s already shot up to be one of the most listened...
How are these groups better than individual giving? The list of advantages includes connection, purpose, education, agency and more....
Could 2025 be a stormy year for the stock market? In this episode, we explore five potential triggers that could send markets into turmoil. From the unpredictability of Trump-era “tape bombs&rdq...
As the Fed prepares to cut rates and investors brace for fresh retail data, a stubbornly resilient consumer number could ... Read more...
Reasons for unretirement range from underestimating your savings, to being bored and craving mental stimulation, to looking to benefit society....
Warren Buffet used to give his family cash for Christmas. After learning they neither saved nor invested it, he gave them something more practical....
After speaking to dozens of parents, a principal a couple of times, and a financial aid officer, I've determined the biggest financial misconception about applying to college is that you have to be po...
Depending on your income and other factors, you many not need to file a tax return. However, in some cases you may want to file anyhow. The post Do You Need to File a Tax Return This Year? appeared fi...
Loss of a spouse often leads to financial insecurity in retirement. These strategies can help ensure financial stability for the surviving spouse....
Divorce at any age is a traumatic event, and resetting psychologically, especially after a late-in-life divorce, is more important than ever....
Retirement gives us time to use our talents and energy to people and causes outside of ourselves. This is the time to share our wisdom gained from life experience....
Looking for affordable car insurance in New Mexico for 2025? Our guide covers state requirements, the cheapest providers, coverage options, and tips to save on premiums, helping you secure the best ra...
Metric Value Number of companies that went public 1,034 Notable companies that went public Coinbase, Roblox, Rivian, Wise, Kuaishou, Digital ... Read more...
Metric Value Number of companies that went public 480 Notable companies that went public Airbnb, Snowflake, Lemonade, Palantir Technologies, Asana, ... Read more...
It’s been 40 years since the social security tax was imposed back in 1984. And the AARP has done nothing to repeal that tax. That seems like it should have been a year after year priority with e...
This article in the November 2024 Bulletin by Richard Eisenberg should mention MaxiFi. It is a wonderful tool to plan withdrawals from pre-tax and post-tax retirement accounts and other financial acco...
I'm turning 55 in a few weeks and for the first time in my life I'm starting to think about retirement. Any words of wisdom regarding your last 5 to 10 years before retirement? What worked out? What w...
You email me plenty of financial questions, and I send back plenty of answers. Let's take a sampling of some our conversations. The post Monday Morning Quarterbacking appeared first on The White Coat ...
This post is a follow-up to our post of March 7, 2021 and several other of our posts and articles noting that a model like the Actuarial Financial Planner (AFP) is a better model to use when employing...
If that question has been on your mind, we've got good and bad news....
A looming government shutdown may be scary, but as a retiree you can control your own finances to stay afloat....
Here's a memorable mental model that you can absolutely use to live a healthier, wealthier, and happier life in the New Year....
Here are 10 ways to use year-end RMDs strategically. The deadline for taking Required Minimum Distributions is December 31. And yes, shopping might be in order....
We can learn a lot from John Dutton's estate planning mistakes. Here are just a few that relate to families in general and family businesses in particular....
Timing is everything when it comes to starting Social Security. Here are the top reasons why people choose to delay or take it early, according to one expert....
In ways big — e.g., Donald Trump's reelection — and small — e.g., a slight reprieve for Social Security's trust fund — 2024 was a turning point for American retirement. Here's ...
Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?...
When doctors don't talk about money, they end up making the same dumb mistakes. Stop the cycle and learn from others. The post Biggest Financial Mistakes Doctors Make appeared first on The White Coat ...
Welcome to this week’s edition of The Sunday Best, where we dissect the trepidation around investing at all-time market highs ... Read more...
Republican lawmakers and conservative think tanks are proposing a new type of tax-advantaged savings account. Think Roth IRAs, but not just for retirement....