Curated articles and podcasts from trusted financial experts and real retirees.
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Learn the difference between domestic asset protection trusts and foreign or offshore asset protection trusts to help you decide what might work best for you.
We asked professional wealth advisers to weigh in.
You need to share details with your family (including passwords and document locations) and stay focused on keeping your plan up to date.
As women gain wealth and influence, being proactive about financial planning is essential to address longevity and close gaps in confidence and caregiving.
Make 2026 the year you stop coasting and start supercharging your retirement savings.
Saving for retirement is just one step. Now, you have to figure out how to spend and maintain funds. Here are four frequently asked questions at this stage.
Your retirement could be jeopardized if you ignore the risks you'll face later in life. From inflation to market volatility, here's what to prepare for.
Even when your financial plan says you're ready for a big move, it's normal to hesitate — but haven't you earned the right to trust your plan (and yourself)?
As 2025 draws to a close, take time to review your finances, maximize tax efficiency and align your goals for 2026 with the changing financial landscape.
Careful planning encompassing location, income, health care and visa paperwork can make it all manageable. A financial planner lays it all out.
Two recent reports on family caregivers capture the size and nature of caregiving activity. In terms of the number of people caring for adult family members, the reports — the first from the Bureau of...
Here are seven tips from professional financial planners to help you retire in the new year.
As a retirement editor, I've gleaned valuable wisdom (and a lot of laughs) from one older couple that tops the seniors' stock photo charts.
Ever wonder why financial resolutions fail? It’s not willpower. Learn the real reasons and how to achieve your goals and dreams. The post 8 Reasons Why Financial Resolutions Fail (and What Actually He...
Your home is a valuable asset. It is also a powerful financial tool for retirement. Explore 5 ways to use your home equity. Read now... The post Will Retirees Use their $14.39 Trillion in Home Equity ...
The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier. The post 10 Ways to Get Luckier with Money (And, Why Luck Is ...
Well, good heavens, I'm turning 70 this year. And it dawned on me on New Year's Day that there's a decent chance I won't see 2036, and a substantial chance I won't see 2046. This should feel sobering,...
One of the things I appreciate about retirement is that the list of “things I should do “is now second to the list of “things I feel like doing at the moment. “ Today’s a great example. I got up spent...
I retired at 62 (now 63) in June 2025,and I have a Roth IRA with 15% and traditional IRA with about 85% of total. My wife is 64 and still working to pad her retirement and for our health insurance. I ...
Tuesday, December 30 - Monday, January 05, 2026 Most Commented score comments title & link 92 40 comments Day 1 - Here's Where The New Story Begins Top Comments score comment 42 /u/Suspicious-Cat8623 ...
I have been retired 1 year. I made about 50k managing my fidelity IRA and overall made around 10%. My plan was to take 4% a year or 20k so that tracks. I keep 6 months of bills in savings currently an...
Did you know you could triple your 401(k) contributions with a mega backdoor Roth tax planning strategy? We share how to maximize your tax free retirement income.
Sue van der Linden and her women-led Bluestone Planning Group emphasizes planning discipline, risk management and education to help clients navigate markets and multigenerational decisions.
Travis Musgrave and Musgrave Dunn & Associates focus on a planning discipline, and proactive problem-solving.
Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.
The Willenbrock Group—led by husband-and-wife partners—starts every relationship with a planning roadmap and uses alternatives primarily to reduce volatility.
Real progress comes from small, consistent steps that compound over time. These five strategies throughout 2026, will lead to meaningful, lasting financial results.
I’m two months out from retirement. My last day of work will be the day before my 65th birthday. I’ve been excited since fully deciding to do this, last summer. But for some reason, over the last few ...
Hi all, Not retired yet and I’ve got 6 years to go. However, I’m in a weird spot. I don’t have time to do activities during the day and my work is not predictable as to when it ends each day. Thus, I ...
I lost another old friend this week. He’d had what should have been a routine gallbladder surgery a month ago. The recovery looked normal, until suddenly it wasn’t. One unexpected turn, and two days l...
I’ve been aggressively buying the dip since March 2020, when I wrote How To Predict A Stock Market Bottom Like Nostradamus. My daughter was born four months earlier, and something inside me clicked, p...
I’m back in Honolulu for the winter holidays, visiting my parents, and I’ve been looking forward to this trip for months. Especially after spending about $41,000 remodeling and furnishing a neglected ...
As I watched my kids tear through their Christmas presents, I felt an unexpected twinge of melancholy. I knew the thrill over that one toy they had wanted for so long would be fleeting. Soon enough, i...
One thing I have always tried to get better at is anticipating the future. I do this as an investor and try to see what the world might look like five, ten, even twenty years from now. The earlier you...
Happy New Year 2026 everyone! With another year wrapped up, I thought I’d do a 2025 year in review so I can one day look back fondly as an old man. Overall, I give the year an A for effort, which is a...
In July 2009, I started Financial Samurai to make sense of the financial destruction unfolding at the time. I had been toying with the idea since 2006, when I graduated part time from UC Berkeley’s bu...
Every year, as December rolls in and holiday lights start appearing on houses, a curious phenomenon shows up in the stock market: the Santa Claus rally. If you’re an investor, it’s the kind of quirky,...
Happy New Year! In a strange turn of events, we didn’t all get the plague this year and are somehow all healthy and well-rested. Maybe this has something to do with the fact that we already paid the p...
CMS has launched the BALANCE Model, a five-year test to lower costs & expand Medicare access to GLP-1 weight-loss drugs while tackling coverage & adherence challenges.
From CES to retail shelves, technology to extend longevity and healthspan is becoming a new run-rate cost of living and living in retirement.
Looking to enjoy a fulfilling and healthy retirement? Start planning your five pillars in the "peri-retirement" period, years before most begin to prepare.
YMYW friends, welcome to 2026. What actually mattered most to you in 2025? It turns out to be tax-free gains on investments, retirement timing, and claiming Social Security. Today on Your Money, Your ...
I can't be the only one. This past 2 weeks every time I went shopping or out to drive somewhere, there was three times the usual people and car traffic I see normally. Forget about taking in a museum ...
Like many pre-retirees, it was the single most important question on my mind. "Do I have enough money?" Actually, being married, it was, "Do WE have enough money?" My wife and I were retiring at the s...
When working I would have a list of things to do around the house. I like having a list. Whenever my wife wanted me to do something she would add to the list. She was not impatient because I worked fu...
As the year comes to a close, Roger Whitney reflects on the power of words, walks through an important year-end tax planning reminder for retirees, shares listener stories and perspectives, and invite...
Performance chasing is when you invest your money into whatever has done best recently. Here's why that's not a good way to invest. The post Stop Chasing Performance! appeared first on The White Coat ...
An interview and debate with Dr. Tod Stilson about working on a 1099 vs. being a W-2 employee. It’s a friendly, engaging conversation with plenty of debate, and listeners on both sides of the issue wi...
If your house is too cluttered, it's probably time to do something about it. Decluttering will save you time; space; and, yes, money. The post Decluttering as a Financial Strategy appeared first on Th...
Their crystal balls might be cloudy, but that hasn't stopped several WCIers and analysts from making their financial predictions for 2026. The post Your Crystal Ball Predictions for 2026 appeared firs...