Curated articles and podcasts from trusted financial experts and real retirees.
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Have you heard of the G2211 add-on code? If you qualify and document it correctly in your medical coding, it could make you more money. The post Clinic-Based Doctors: This One Move Can Make You an Ext...
I have met few older, wealthy investors who got that way by trading stocks. Let's talk about why trading investments probably isn't for you. The post 11 Reasons I Don’t ‘Trade’ Inves...
All I wanted to do was help my fellow residents care for their patients and set them up to live the life they want to live. But I messed up. The post To All My Fellow Residents Circa 2011: I’m R...
When should Jack and Swan in Florida pay off their home, retire, and convert their savings to Roth for lifetime tax-free investment growth? Jennifer in Colorado wonders whether she should take taxes i...
Well, that was…certainly something. Once again, defying all odds and every reputable poll (we have GOT to stop reading those), Donald Trump has once again been elected as President of the Unite...
One reason many people shy away from competition is that they dislike losing. With often only one winner, the sting of defeat can feel too humiliating. When people stop competing, they can become more...
Roth IRAs offer great tax-free income benefits, but to make the most of them in retirement, here are seven things you need to know: Contribution Limits: In 2024, you can contribute up to $7,000 annual...
Ultimately, cars may not be the first among such so-called investments. Buying cars through online auctions has recently become intriguing and even lucrative for investors. Through online websites lik...
We welcome back Jim Dahle to the podcast after taking a few months off to recover from a climbing accident. Today, he and those involved tell the tale of his accident and how he fell on the north face...
He proposed exempting Social Security benefits from income tax—effectively raising benefits for those higher-income retirees now subject to the levy....
Two proposed bills aim to open new doors to caregivers for contributing to Roth IRAs and making catch-up retirement contributions....
Financial advisors, tax professionals and their clients will need to make careful planning decisions about claiming Social Security benefits and starting distributions....
A complex mixture of new or expiring laws, intersecting retirement planning questions and the threat of so-called stealth taxes could add up to a highly beneficial strategy....
NAMPA, Idaho (CBS2) —Tennis is a great way to stay in shape but for some people, it’s much more than that. For local tennis coach Larry Haugness, tennis is a…...
Did you know the Social Security Trust Fund is projected to run out of money in less than 10 years? And now BARRONS has reported if this happens… an average…...
On November 8, the Centers for Medicare and Medicaid Services announced the Medicare premiums and costs for 2025. Let’s take a quick look at what you need to know....
Spending is a poor proxy for enjoyment and life satisfaction. The best things in life are nearly free. Don't worry whether you're "underspending." Learn the Nuts and Bolts I put everything I use to ma...
The post-election rally has rekindled investor optimism, but with the S&P 500’s lofty relative valuations, the road ahead isn’t without ... Read more...
Since last Wednesday, depending on your political leanings, you have been celebrating or in mourning. Or maybe you greeted the news with indifference. Now, as the dust settles, you might be wondering ...
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Welcome to Retirement Solutions – The Podcast, your new go-to source for all things retirement, hosted by Ryan Thacker and Tyson Thacker! Listen as Ryan and Tyson kick off the…...
As you rake the leaves and clean the gutters, you should also consider tackling seven key year-end planning chores....
It takes planning and some frank conversations, but women can aim for a happy and financially secure retirement while supporting loved ones. Here's how....
Author weighs the pros and cons of dropping that portion of his car insurance....
I (60F) retired almost a year ago. My spouse has just past retirement age and is still working by choice. He has never spoken about retirement- when he would like to, what plans he has, things he want...
We’re recently retired with more than sufficient savings to fund our retirement. We’ve decided to self-fund our Long Term Care from our savings. I’m trying to decide whether or not t...
First my wife is totally capable emotionally, physically and otherwise to handle any situation. My concerns center around if she should develop a disease or condition that reduces her capacity to make...
I'm 59 and my retirement savings situation is not great. I'm single, female, and live in Texas. I do own a home right now, I have about $140k in equity. I am still working full-time and I'm planning t...
A guide on how to move to Ireland as a U.S. retiree. Plus, how to get an Irish passport by tracing your family tree....
President Trump might extend the bonus estate tax exemption or even repeal the estate tax. But estate planning remains important, just different....
It's vitally important to acknowledge what we can—and can't—control in life, elections, work, and our personal finances....
Medicare participants with an income above the threshold must pay a surcharge for Medicare Part B and Part D based on their income....
Medicare premiums for 2025, and the cost of Medicare Part A Medicare Part B and Part D premiums and deductibles, have gone up. Here is how much you'll pay in 2025....
A sabbatical can help you get over burnout, explore a new career or hobby and won't break your retirement if done right....
From applying for Social Security and donating to charity to maximizing your savings accounts, ere are retirement moves to make before 2025....
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy....
Has anyone consulted for their company after they retired? Did you create your own company to work as a consultant, or were you a part-time employee of the company? My current manager and others are r...
Hello, I'm hoping to get some counsel from the group on how to think about retirement, and when. I'm 57, married well, kids mostly launched - early 20's. We've saved enough that probably any additiona...
Already on A only (dependant on wife's group med). My wife will be retiring in early '25 and although she will go Cobra for a bit, I think I will lose my 'creditable converage' classification. I only ...
Hi everyone. Just an update to a previous post where I was wondering how to occupy myself in my retirement in a rural and isolate place, sans car, whilst my husband continues to work. Well, I won a 9-...
Workers who are 60 to 63 will be able to put in up to $11,250 in extra contributions, if they can afford it....
What is a CCRC? On this episode we discuss some of the basics for retirees and soon to be retirees to understand about Continuing Care Retirement Communities. Glenn is available for in person and onli...
Crafting a retirement income plan is more important than ever, given our longer lives and uncertain times....
Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from retirement or already there....
Did you know that the risk of heart disease is especially high right after retirement? Discover why and how to protect your health. The post Heart Health and Your Retirement Well Being appeared first ...
President Trump's reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes. The post The Election is Over: Should You Think Any Diff...
Should you try to cut housing costs? Is there an option that is right for you? Downsizing? Retire abroad? Refi? Explore your options. The post 8 Ways to Cut Housing Costs for Retirement appeared first...
Many Americans are potentially missing out on retirement savings by falling victims to the 401(k) to IRA rollover cash trap. According to Andy Reed, head of investor behavior research at Vanguard, &ld...
If Black families wrote wills at the same rate as white, how much would it help? Having a will is really important. In the absence of a will, a decedent’s assets are distributed according to sta...
Retiring, for many if not most, is a leap into the unknown. New retirees quickly learn that hard work is required to fill the void created by leaving the workplace. Building and consolidating this new...