Curated articles and podcasts from trusted financial experts and real retirees.
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If you became ill or an injury left you unable to work, how would you cover your expenses? Life insurance with living benefits could be the answer....
An IRA could be useful to restrict certain inherent rights that are required within qualified retirement plans covered by ERISA. The post Using An IRA Rollover to Eliminate Federal Spousal Rights appe...
A few months ago, I reached out to this community for help with a story in USA TODAY about whether you can live comfortably in retirement on Social Security alone. Well, the story just published. I wa...
I'm concerned that once we retire, it will be the end of us. I am very active and my spouse is slowing down...way down. Weekends are spent a lot of time apart because I'm busy with housework or out wi...
You’ll gain helpful insights to plan your retirement by asking retired relatives and friends thought-provoking questions during the holidays about their life in retirement....
While becoming a millionaire may seem impossible, the good news is anyone can become a 401(k) millionaire if given enough time. The 5 easy steps you need to take, now....
Looking to keep your spending on track and consistent with your spending goals in retirement? Forget the 4% Rule and complicated Monte Carlo simulations. Use the same basic approach/process that actua...
Hey everyone. Happy Thanksgiving! I hope you are having an easy week. RB40Jr has the week off from school and we are taking it easy. Over the weekend, he helped ... Read more The post Black Friday Spl...
Residency is one of the most challenging times and experiences in a physician’s life. After medical school drains you of ... Read more...
LGBTQ+ retirees face financial uncertainties, health care challenges and concerns about federal marriage rights....
This month we’ll start with current events. First, we’ll get some perspective on markets getting frothy on the heels of the election and then examine a sad story from the FinTech world. Ho...
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Black Friday is nearly here, and for many shoppers, it’s an annual opportunity to grab discounted items, often with deals that promise major savings. But is this shopping frenzy really worth it,...
Professional financial advisors often struggle with sales, but there is an approach to business development that is fully aligned with the fiduciary ethic we espouse....
Committing any of these four common mistakes can set you back in your golden years. Here's how to increase your chances of a successful retirement....
I'm semi-retired or maybe retired but haven't realized it yet! One thing I find frustrating is that I can't seem to break the wake/sleep cycle ingrained over years of working. What I mean by this is t...
Hi all. I’ve been reading about different withdrawal strategies when making the leap to retirement. It seems there is the “4% Rule,” which suggests withdrawing 4% in year one and adj...
Roy Gori will stay on as an advisor at Manulife after retirement to support the transition...
Green Leaf Business Solutions taps First Citizens Bank as Custodian to bring top-tier 401(k)…...
Roy Gori will stay on as an advisor at Manulife after retirement to support the transition...
Close to half of respondents in a First Merchants Bank study listed streaming as a spending…...
President-elect Donald Trump on Tuesday nominated the former TV show host to lead the…...
The latest news from Fiserv, ADP, NAGDCA, T. Rowe Price, and more...
This is a 9% increase compared to 2022, finds the ACLI...
You may know how much money you’ve saved for retirement. But do you know how much you’ll owe in taxes when you retire? Some sources of income could get taxed……...
Exploring the idea of starting a home-based business presents a unique opportunity for seniors looking to blend their wealth of experience with the flexibility of self-employment. This venture allows ...
Welcome to this week’s edition of The Sunday Best, where we explore the nuances of a physician’s life and the ... Read more...
I'm within 5 years of retirement, hoping to retire between age 63 and 65, and slowly finding myself getting a little worried about what I'm going to do with all that time. It actually hit me a little ...
Gensler announced Thursday he would step down from his role on January 20, 2025...
While some consumer groups urge lawmakers to reject a bill that would allow collective…...
GOBankingRates is back with another ranking of U.S. retirement havens fancied by wealthy…...
Episode 457: The BREXIT and Trump’s first election to the presidency occurred in 2016, that marked the first widespread populist discontent among the major Western powers. Since the pandemic, th...
YouTube is an essential medium for content creators, to showcase their work, interact with fans, and make money. However, YouTube's technical flaws can be quite disturbing and impossible to avoid whil...
Inherited IRAs often incur unnecessary taxes because heirs don't know some key rules....
Prepaying income tax on a retirement account might be a good idea. Or it could be a really bad idea. Read this before pulling the trigger....
These 12 year-end tax tips for retirement will help you minimize your 2024 taxes and reduce future tax bills. The post 12 Year-End Tax Planning Strategies to Keep More 2024 Money and Prepare for Futur...
Boost your retirement savings, lower your taxes and get the most out of your health insurance....
Unless you can answer these three important questions, you may be at risk for the biggest retirement worry there is: Running out of money....
As our parents age, it’s natural to start worrying about their financial well-being. But how do you approach a conversation about money with the very people who raised you? We get it. It’s...
How can you do more of what you enjoy in retirement? Start by creating a plan. Watch a free clip from the “Retirement Ready: Building Your Financial Plan” online […] The post The Bu...
I have been seriously contemplating retiring early. My biggest concern is medical coverage. Me and my wife are 56 years old and are looking retire as soon after 59 as possible. We have a 24 year old d...
Hi. We're about five years out from retirement. Want to safeguard our nest egg while maximizing any possible returns. Most of it is in pre-tax IRAs. Financial advisor proposes one of two ways to move ...
I'm struggling a bit with something and wonder whether others have too. I guess it feels like a certain guilty feeling as I think about retiring. I'm in higher education and have been teaching full-ti...
why isn't AARP holding Trump to his promise of no fed tax on SS checks and making it a public issue....
True Finance is a trusted cash advance app offering up to $100 interest-free, plus tools like credit monitoring, identity protection, and income opportunities. Learn how True Finance provides a low-co...