Curated articles and podcasts from trusted financial experts and real retirees.
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There are LOTS of reasonable budgets.Learn to create one to fit YOUR priorities and values as you use money as a tool to bring happiness. The post Doctors Need to Budget, Too (With a Few Examples) app...
I've been reading reddit and other social media about the assassination of United Healthcare's CEO. Murder is wrong. However, many people are so angry at United Healthcare and are expressing their ang...
Hello kind community. I am 61 and planning to retire Jan 15. I have worked for 35 years for the same organization (100 employees) and loved my job until 5 years ago, when we got two new sets of leader...
For those of us who experience winter weather and don't have a lot of outdoor activities this time of year, what new activities or events do you plan to participate in these next few months? I plan to...
Dave Ramsey suggested seven baby steps to help people reach financial freedom. But here are the 10 steps those with high incomes should use. The post 10 Financial Baby Steps for White Coat Investors a...
An interview with Dr. Bryan Jepson, an ER doc who found his way into finance and who became a chartered special needs consultant. He talks about raising children with autism and navigating financial p...
I am 61 years old. I retired in 2023 and receive a pension. As part of that pension I am allowed to, and do, pay for the same health insurance that I was getting as an employee. The difference is I mu...
In this episode we continue the conversation on our list of 10 things that would simplify financial and retirement planning if more people understood them. Glenn is available for in person and online ...
It's no secret that healthcare planning changes in retirement. In this episode we discuss planning a for Medicare, long term care and variety of related topics. Glenn is available for in person and on...
As we approach the end of 2023, we take a step back and discuss strategies and checklists to help determine if the “i's” are getting dotted and the “t's” are getting crossed be...
Are you making excuses for poor financial decisions? Unfortunately, many people have an uncanny ability to rationalize almost anything. On this episode we explore a number of potential excuses that ar...
Witnessing the struggles of older relatives and friends can motivate you to realistically plan ahead for a long retirement....
Today’s my last day. 61F (turning 62 next week). Husband already retired. I’m relishing every “last” moment of this day. Last time waking up at 5:45 am Last time taking a showe...
I (64M) am thinking about retiring. Still working now and want to keep my job as long as I can (or 67 whichever comes first). But ageism is real and I may get laid off. If I get laid off, can I take u...
Since retiring seven years ago, I’ve noticed that eating out at restaurants, whether an inexpensive $2 Taco Tuesday, a neighborhood Vietnamese eatery, or a pricier white-tablecloth Italian resta...
Hi everyone! I am just over 6 months from retirement. I am waiting for my husband to be on Medicare and I will be 59 and 1/2. I have seen a financial advisor and was told I could retire now. I have wo...
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
I try to avoid talking about politics on this blog, because a) There is no shortage of people discussing politics on the Internet and b) It keeps attracting crypto bros to the comments section, and no...
Now that we have a kid, naturally the next step is to buy a house, right? I mean, that’s what people tell us, anyway. Of all our friends and family members, the number of parents we know who cho...
An IRA or 401(k) can help you supercharge your retirement savings. We'll help you pick one or opt for both....
To ensure your expenses in retirement are covered, you need to know what sources of income you'll have and where to turn to make up for any shortfall....
None of us want to die. All of us will. In preparation for that inevitability, I write an annual “Love Letter” to my wife. In the event of my passing, […] The post Why I Write A &ld...
New study from IRALOGIX examines challenges of managing withdrawals; finds half of…...
New study from IRALOGIX examines challenges of managing withdrawals; finds half of…...
Atkins has a track record of crypto-friendly moves, including serving as co-chairman of…...
Employee benefits industry leaders honored for careers devoted to preserving, protecting and…...
Expected through 2048, the Great Wealth Transfer presents opportunities for advisors to…...
Addition of Allianz Lifetime Income+ Annuity and Putnam Retirement Advantage Income Series…...
Some folks are concerned. Others are lacking clarity. But what you really want to be is confident. So, how do you stack up?...
I recently had dinner with Steve Chen, founder of Boldin, in San Francisco, and I’m excited to deepen my partnership with his company. Since first writing about Boldin (formerly NewRetirement) i...
Gen Zers reported having the highest level of financial anxiety at work, reports Betterment at Work...
Q3 2024 Retirement Analysis finds Gen X savers make impressive gains; 2.2 million…...
Bisignano has previously worked for JPMorgan Chase, Morgan Stanley, Citigroup and Shearson…...
Tom Hawkins explains how the many flaws of traditional automatic rollover IRAs can be…...
Explore Brigit in 2025: a leading no-interest cash advance app offering up to $250, credit building, and identity theft protection. Learn about its features, pricing, pros, cons, and whether it's the ...
For most of my life something has been calling me to visit Japan. As a child, I spent tens of thousands of hours playing Super Nintendo, Pokemon, and Playstation though I didn't know anything about wh...
RMD mistakes can lead to IRS penalties and in some cases, more taxable income than necessary....
There is support for a House vote in Congress to eliminate this provision. This article is written to provide you with the reasoning for WEP....
Here are six key end-of-year 2024 deadlines that retirees and those saving to retire won't want to miss....
When picking which type of 401(k) or IRA is right for you, consider whether you want to save a little on your taxes now — or save a lot more on them later....
Annuities can be a sensible option for retirement, offering steady income in your later years. But these common traps can damage your investment....
There’s a lot of enthusiasm for Roth IRA conversions and Mega Backdoor Roth IRAs—and for good reason. Paying taxes upfront on your retirement accounts can be a savvy move, especially if yo...
The savings playbook is a methodology for determining the most impactful way to use your money. Check it out, #4 surprises people. The post The Savings Playbook, a Logical and Meaningful Way to Priori...
The inheritance expected from baby boomers to younger Americans keeps getting bigger. One research group's estimate is already 45% higher than it was three years ago....
The adult children put a lot of effort into finding a seniors' home for Mom. She got there and suddenly refused to enter. Learn about your options if this happens to you....
The longer a husband delays his Social Security retirement benefits, the larger the check his wife will get when he dies. And odds are that he’ll die first, so that decision to delay will leave ...
Annuities can be a valuable tool for middle-market consumers approaching retirement. By providing guaranteed income, stability and protection from longevity risk, they help fill…...
In this episode, we explore an unrefined, yet accurate, approach to determining your risk tolerance. Beyond traditional risk tolerance questionnaires that often fluctuate with market conditions, we in...
In this episode, we dive into the recent IRS revenue ruling that has the financial and estate planning communities buzzing. The possibility that trust accounts may no longer benefit from a step-up in ...
Gold's role in diversifying portfolios extends beyond inflation protection, offering an alternative to stocks and bonds in volatile markets....