Curated articles and podcasts from trusted financial experts and real retirees.
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Currently, only Medicaid and certain Medicare managed care programs provide long-term care benefits....
The Medicare Prescription Payment Plan, also known as MPPP, MP3 or M3P, is a brand-new program that will take effect on January 1, 2025....
Vice President Kamala Harris proposed a plan for Medicare to cover in-home healthcare....
I'm retired, husband will be retiring in about 2 years. We are planning to sell our large, Midwestern home and move out west into a smaller house when he does. If we don't go crazy we can pay cash for...
I am just a month shy of my 63rd birthday and I just retired at the end of last week. I worked at my company just under 25 years as a corporate lawyer. There were lots of lunches, dinners and even a c...
https://rootrivercurrent.org/a-tiny-bakery-thrives-in-newburg/ I love that this couple found a place to fulfill their retirement aspirations ...off the radar. (The Midwest is a great place to retire.)...
It is difficult to get straight answers as to whether adult children are allowed to live in these 55+ communities between college and grad school or such. Obviously they cannot buy or rent, but do the...
I've reached a stage where I can travel anywhere, but I want to do something other than travel. Although I grew up poor with immigrant parents, I earned and saved during my sales management career, am...
I was recently invited to speak at the EconoMe conference about the process of creating more accurate retirement projections. In preparing for my talk, I reviewed Darrow’s extensive work on reti...
We’ve recently received a bunch of questions from our listeners and today Jeremy answers the first batch! Tune in to learn about Social Security, required minimum distributions, and annuities....
Tune in to learn about differences that Canada and the U.S. have when it comes to retirement accounts, tax, pensions and benefits. Find out how to get the most out of your u.s. and canada retirement a...
ames responds to a question from Chris regarding restricted stock units (RSUs) and how to avoid costly mistakes when managing them. He explores whether it’s wise to hold onto company stock or di...
What are the benefits of Roth conversions in retirement planning? James addresses questions about when Roth conversions become worthwhile. This episode explores key factors: Changes in tax bracket Spo...
Are short-term savings using an adjustable rate mortgage worth the risk of rate hikes? In this podcast, we cover how adjustable rate mortgages (ARMs) work, how they differ from fixed-rate mortgages, a...
Unexpected jackpots can profoundly improve your life — if you carefully manage the money....
Hawkeye and Elle are age 61 and in the 32% tax bracket. How should they get money into their Roth accounts for tax-free retirement income? Clark and Ellen are 69 and 68, expenses will pretty much be c...
Erik in MN is divorced, and the OC Birdman of South OC is getting divorced. Should Erik contribute to pre-tax retirement accounts or Roth? How should the Birdman and his soon-be-ex time the sale of th...
Can Jessie and Becky in Iowa retire now at age 52? Should Robert and his wife file their taxes separately, to pay less tax on their required minimum distributions? Can Joe and Al validate Mike in Minn...
Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) The Bank of Canada has two more interest rate announcements this year. One later this month and another in December. Although the U.S. ec...
A Wall Street Journal Your Money Briefing podcast appeared on my feed shortly after the recent Fed interest rate cut. The title was As Interest Rates Fall Bonds Become a More Attractive Investment. Th...
Reaching your financial goals builds confidence and peace of mind, which are essential for making informed decisions that benefit your entire family. In this episode, we’re following a fictional...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! By Jennifer Sauer, AARP Research. Published October 07, 2024. The AARP Personal Finance Poll Series provides timely insights on the views of Americans age 50...
Episode 427: The Market has been down for two consecutive months…how bad will it get? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ -----------...
The decade of July 2024, or at least it feels that way, is finally coming to an end. I have a great collection of resources to provide a break from the political news and current events of the day. I ...
My wife and I will retire in our 40s, and we need to decide how to draw down our investments. So, we created a Retirement Drawdown Statement. The post I’m Retiring in My Mid-40s; Here’s Ho...
Investing in Dual Citizenship for a Secure Retirement: How the Portuguese Golden Visa Opens Up New Horizons...
The peace of mind from knowing your family is financially protected if something happens to you is invaluable, but there are other compelling reasons, too....
More than a trillion dollars sit in forgotten bank accounts, abandoned pensions or other misplaced assets. Here’s how to look for your unclaimed property....
Hey everyone! Did you have a good month? September was glorious in the Pacific Northwest. The weather turned cooler, RB40Jr started 8th grade, and life settled into a familiar rhythm ... Read more The...
I viewed about 15 minutes of each of the infamous debates. I don't take them too seriously because as we know, the way politicians get elected is not to tell us what they intend to do, but to tell us ...
Long-term care is a reality that many retirees will face, but the question is—how will you pay for it? In this episode, we break down the three primary ways to cover long-term care expenses. We&...
A SIMPLE IRA through a small employer is often set up with an expensive broker. Roll it over to a Traditional IRA after two years. Learn the Nuts and Bolts I put everything I use to manage my money in...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! See how retirement benefits stack up to cost of living where you live. By Andy Markowitz, AARP. Published October 07, 2024. Social Security was never intende...
The average retirement age is 62, but many people wait until Medicare starts at 65. Should health care be the key driver of your retirement date?...
If you're afraid you're behind in saving for retirement, it's important to act. You can do something. Here are four ways to help get back on track....
Get as mad at debt as I am! Do the math, make a plan, take control, and seize the life you want by paying off your debt FAST. The post How Fast Can You Get Out of Debt? appeared first on The White Coa...
Retiring early is more than just a dream, it’s a reality that many people can achieve with the right plan. If you’re like me, you’ve thought about leaving the 9-to-5 grind before the...
For many, early retirement feels like the ultimate goal. More time with family, pursuing hobbies, and saying goodbye to the daily grind. When I retired early, I imagined relaxation, adventure, and mor...
I'm 59 1/2 and my wife and I are wanting to plan retirement but we have quite a few issues to safely retire. We are still having to be caretakers of parents and don't have funds really set aside to fi...
I'm retiring at the end of the month (Happy Halloween!). Until I am eligible for Medicare in 3 years, I will be getting health insurance through the exchange. When I'm asked for my income, do I put my...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
Here is the latest research on happiness and wealth. Do you have a 'happiness number' you're trying to achieve?...
What are buffered ETFs? Are they something you should be investing in, or is it a product made to be sold? Here's the scoop. The post Buffered ETFs — What You Need to Know appeared first on The ...
Learn how to value your pension with different methods, understand its worth, and make informed financial decisions for retirement....
Planning for retirement is crucial to financial stability, but many individuals unknowingly jeopardize their future by making poor decisions regarding their retirement accounts. Understanding the comp...
When you convert a traditional IRA to a Roth IRA matters if you want to limit how much you pay in taxes....
I think I know the right answer but …I plan to retire at some point next year and I know I have to roll my 401k and pension into a IRA but do most pull out the money on a monthly basis or pull ...
I own a home in the U.S. but want to live in Australia. Due to its visa restrictions, I can only be there three months at a time, which means I'd split my "residency" between the two countries. Plus, ...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! 5 Features to Help You Make the Most of Your 401(k). It’s more than just a place to park a chunk of your pay until retirement. By Alani Asis, AARP. Pub...
I often think that when I reach retirement (less than 5 years), that I might like to register to be a volunteer for disaster relief. Wondering if any of you have done so, and what it's been like. Also...