Curated articles and podcasts from trusted financial experts and real retirees.
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? Show Notes Join us in this episode as we celebrate a special birthday and dive into the intricacies of retirement planning with our ongoing case study featuring Laura and Nick. Discover the unique f...
Unlocking the power of relationships to enrich your retirement and reap the health & wealth benefits of social fitness with Susan Hogan....
I have been exploring different options for retirement. Do I hire a financial planner? Do I hire an investment firm? Do I do it myself since there are a few excellent resources that can help… p...
President Donald Trump has tapped businessman Frank Bisignano as the Social Security Commissioner. What could that mean for you?...
Vanguard's fine centers on December 2020 actions related to the asset manager's target-date funds and capital gains taxes. Here's what you need to know....
Dividing assets fairly in a divorce means looking beyond their current values and asking whether they'll create tax liabilities — or tax breaks — in the future....
Hi all, I am posting here to get the collective wisdom of this community on the subject of credit cards. I am 66 years old and retired last year at age 65, although that was not of my own choosing. I ...
As a retiring lifetime investor in ETFs and mutual funds, I want to add some stability to my portfolio. For me, that means adding bonds (probably to get to a 70/30 ratio). The learning curve is steep ...
The risk of being sued is the elephant in the room during every clinical encounter with patients. Here's what to do if it happens. The post What (Not) to Do If You’re Sued — Lessons from a...
Over 100,000 financial professionals plan to retire within the next decade, finds Cerulli...
New Allianz Life survey finds 81% of Generation X has this worry as oldest members turn 60...
Over 100,000 financial professionals plan to retire within the next decade, finds Cerulli...
The latest news from 401GO, PSCA, Equitable, Prudential, and more...
President Trump rescinded a Biden-era Executive Order that would have lowered the copays for some drugs to $2 for Medicare enrollees....
When it comes to retirement plans for self-employed physicians or those with side gigs, two popular options are the SEP-IRA ... Read more...
The General Enrollment Period provides an opportunity to make up for a past oversight – the failure to enroll in Part B....
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Today on Your Money, Your Wealth® podcast 513 with Joe Anderson, CFP®, and Big Al Clopine, CPA, YMYW listeners in their 40s are ready to call it quits at work, become financially independent, ...
When is a managed account not managed? When it’s a QDIA,” says Ron Surz...
New initiative will feature ads on CNBC to promote protection of the investment funds…...
The report by Security Benefit finds that RIA sentiment has increased slightly post-election...
DOL proposed regulation provides guidance for fiduciaries to ensure employer stock bought,…...
Settlement announced by SEC order today stems from Dec. 2020 move to significantly lower…...
The podcast is the second one to be launched by the investment manager...
Housing accounts for more than a third of many seniors’ spending. Here’s how to save....
Optimize your IRA and 401(k) strategies with these key tax-saving tips for year-end planning....
How about this twist? We just started Medicare January 2025 We got hit with IRMAA because our 2023 MAGI was too high HOWEVER, I retired in 2023 (life changing event - work stoppage) and our MAGI for 2...
The increase of 2.5% for Seniors this year, was an unfunny joke. Medicare ripped us off for more money, and Medicare Advantage raised Co-pays across the board. Can't afford it, Congress say's, as well...
The importance of resilience in a tech-dominated world. The post Are You Resilient? appeared first on Can I Retire Yet?....
Whether you are buried under feet of snow or lying on the beaches of Maldive or Thailand, show us your winter wonderland. I’ll start. Here is a rarity, snowfall in Houston, TX! We got 3” i...
Retirement savers, take note – 2025 is bringing big changes to 401(k) plans. That’s because the SECURE Act 2.0 introduces changes that could offer investors new opportunities to enhance th...
Living in Portugal as a retirement landing spot has abundant advantages, but do your homework and due diligence first....
2024 was a great year for investors. The S&P 500 went up more than 23%! I didn’t think 2024 could top 2023, but I was completely wrong. This is why ... Read more The post Annual Passive Inco...
If Social Security reserves are depleted by 2033, as predicted, future benefits could be cut by as much as 21%. Here’s how to weather the impending storm....
In this Financial Samurai podcast episode, I speak to Ben Miller, co-founder and CEO ofFundriseabout his outlook for residential commercial real estate in 2025. Despite high mortgage rates, he's taken...
If you've ever wondered what the 72t early distribution is, this article will give you the basics, including methods of accomplishing it. The post Facts About the 72t Early Distribution appeared first...
Sometimes life throws curveballs, and you may end up retiring earlier than planned. In this episode, we dive into JP Morgan’s data on why people retire earlier than expected and discuss how to p...
Compound interest is vastly important in your financial life. But don't quit it too early. Otherwise, you'll miss out on huge gains. The post The End Matters Most: Compound Interest at Its Finest appe...
Hello: I'm interested in purchasing a book on Medicare (first time enrollee) , preferably one that is updated annually, like a copyright 2024 copy? Does anyone have any firsthand use suggestions? I'd ...
The jury's out on the 2025 stocks forecast: will investors enjoy higher interest rates that dampen the market, or another year of double-digit returns?...
Many retirement planning mistakes are easily avoidable. Here are 10 to have on your radar so you don't end up running out of money in your golden years....
An eventual market crash is inevitable. We can't predict when, but preparing for the ups and downs of investing is imperative. Here's what to do....
My husband carries the insurance and will retire at 64. I’m retired early due to an injury and I’m collecting SS I’m 64 in April. My question..if he retires at 65 in January, I will ...
We’ve made ourselves, and/or our solutions, the main character in the narrative of our client’s financial planning, rather than ceding that role to the client....
If you want to increase your return on investment, you'll need to take on more risk. But, be careful how you try it—if you try it at all. The post 9 Ways to Increase Your Investing Return appear...
Looking at the current inability of Congress and the disposition of the incoming administration to actually address the SS trust fund depletion in the next 8 to 10 years, does it not make more sense t...
Welcome to this week’s edition of the Sunday Best where we comb through the internet to curate the best reads ... Read more...
Dr. David Blanchett, Head of Retirement Research at PGIM DC Solutions, has been recently active on LinkedIn, advocating his 2022 paper “Redefining the Optimal Retirement Income Strategy.” ...
We are in New England and tired of the dark and cold. I don't like resorts where they play loud music by the pool and people drink too much, although we like to swim in warm water. We are not interest...
Retirement can be a period of personal growth. Acknowledging that your time is precious — and investing it wisely — will help you reap huge rewards....