Curated articles and podcasts from trusted financial experts and real retirees.
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As an investor, understanding financial ratios is important to help assess the current state of a company. For example, we have P/E ratios, debt/equity ratios, EV/EBITDA ratios, interest coverage rati...
These steps, including converting to Roth IRAs, using a Roth 401(k) and leveraging life insurance and annuities, can help reduce your taxes in retirement....
“Trust is a non-negotiable element of financial systems.” - Hendrith Vanlon Smith Jr Today's business environment is hyper-competitive. To keep your business successful, you must consisten...
I’ve been retired for three years now. I recently took a vacation and was talking to my mom about it. She’s been retired for 20 years and has gone on many trips. She was joking with me, sa...
Retirement is a death as one phase of life is ending....
401(k) accounts are far from perfect as a retirement benefit, but they are getting better, and more improvements are on the way. For better or worse, private-sector employers have largely substituted ...
Want to move out of the U.S.? A new company called Expatsi is helping Americans move abroad and live their dream life....
*What a boring title! Some days, the creative juices just aren’t flowing. 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 o...
One way to build wealth is to max out your company’s retirement plans, but doing it in tax-efficient ways can make an even bigger difference....
The Roth 401(k) vs. traditional 401(k) decision can mean the difference between higher taxes now or in retirement. It's your choice....
Will your monthly Medicare premiums increase next year? It depends....
New advisor tech provider is expanding its recently launched platform built for advisors to manage portfolios specifically for private business owners....
![Costco Car Insurance Review 2024 [Is It Any Good?]](/postImages/postImage8769.png)
Save on Car Insurance Today Explore and compare rates from over 50 top insurance companies, including Progressive, Travelers, AAA, and Nationwide, to find the best car insurance deals. Get Your Free Q...
Save on Car Insurance Today Explore and compare rates from over 50 top insurance companies, including Progressive, Travelers, AAA, and Nationwide, to find the best car insurance deals. Get Your Free Q...
One of the more confusing Social Security rules is the limit on earnings while receiving retirement benefits....
Hard work is a value in our society but it can interfere with health. We need to make changes now to have a healthy retirement. See how....
Many expat havens offer beachside living along with every city convenience. Here’s my pick of beachside cities for retirees in Europe, Latin America, and Southeast Asia....
So I retired over a year ago. At that time I declined a couple of job offers. The 5 years prior to retirement were a bit hectic due to 3 cross country moves, several different jobs, losing a parent, e...
If other baby boomers and members of Gen-X are like me, they have taken a second, third or even a fifth look at their finances and asked: Will I really be able to retire? The impulse to ruminate over ...
Doesn’t seem 100% real yet that I’m going to be free after tomorrow. Bet it sinks in Monday morning :). This is my favorite sub, it kept my spirits up over the last year when the work days...
It has been almost a year since I was seriously working out each day in the gym and it shows. Last year at this same day my body weight was 161 Lbs, compared to today at 179 Lbs. Despite the fact that...
Retirement doesn’t need to mean Viking cruises on the Danube, or RVing for three years, or hiking the Pacific Crest Trail. I’m a huge fan of the Small Adventure, something that gets you ou...
Over the Years, many people have found profound wisdom in the words of the Great Yogi Berra. On this episode we discover some interesting financial wisdom from a few of his memorable quotes. Glenn is ...
If you’re expecting a pension when you retire, your decisions on how it’s distributed could have long-term effects on your financial security....
Enough retirement savings for one person might not be nearly enough for another or way too much for someone else. Here’s what to consider....
Here’s how to go about updating your retirement plan, including adding important elements, to ensure it meets all of your retirement objectives....
If you need money now and are thinking about tapping your 401(k) savings, you might want to consider other available options....
Let’s face it, doing a clinical 9-to-5 gets more than a little stale for physicians out there. That’s not to ... Read more...
Enjoy the warmer weather and sunshine during this time of the year. Summer is in full swing and it’s a great time to get outside with activities that promote physical health, social connection, ...
As state and local governments struggle fill public safety positions, new research finds pensions play a critical role with worker retention....
In sports trading, the real game is buying and se­lling odds to make money, like trading stocks. This guide­ shows how to use changing odds, supply and demand, and real-time­ info to your ...
A few weeks ago I ran the J.P. Morgan Corporate Challenge in NYC with 19 of my fellow coworkers. It’s a 3.5 mile race (slightly longer than a 5k) through Central Park in the early evening. The l...
Medicare Drug 2024 Donut Hole...if you take a prescription drug and pay out of pocket because your Plan D Drug company doesn't cover the drug due to the cost, will your out of pocket costs go toward t...
How much do retirees really spend in retirement? Does the Social Security Primary Insurance Amount (PIA) continue to rise with inflation? Is all the talk about higher future tax brackets just fear-mon...
I hope you are having a great summer. This month I have a collection of resources that will challenge you to think more deeply about your approach to financial independence and early retirement. We&rs...
Roger Federer won 54% of points, similar to the stock market's 54% up days (1950-2023). His lesson: perfection isn't needed—stay disciplined through market ups and downs....
Discovering the link between Social Security spousal benefits within a couple and breaking down the consequences of deciding when each person starts taking it. Managing your Social Security as a coupl...
More than 60% of Americans feel they are in better shape to reach their financial goals than the generations that came before them, according to a 2024 Schwab Survey...
A large part of building wealth involves delaying gratification. Therefore, you might find yourself wondering whether to buy your dream home now or wait for a better price. But what if you wait too lo...
If you bought a home during a high-interest rate environment, it's wise to prepare for either a mortgage refinance or a recast. Interest rates have been gradually coming down since their highs of 2022...
Your choice to set up a revocable vs. irrevocable trust could have a big impact on your heirs....
Figuring out which annuity suits you best starts with knowing what you want the annuity to do for you. Like vehicles, there are lots of options and add-ons....
Retirement planning is like climbing a mountain — how you came down the mountain is just as important, if not more so, than how you get to the top....
Save on Car Insurance Today Explore and compare rates from over 50 top insurance companies, including Progressive, Travelers, AAA, and Nationwide, to find the best car insurance deals. Get Your Free Q...
A slate of new policies change how much you pay for premiums, medicine, vaccines, telehealth and more....
Aging well is not simply a matter of luck. We do have solid research that tells us how we can make our last decades better and healthier. That takes work....
In these 3 European cities, retirees can go car-free, cut their costs, and rely on safe and efficient public transportation systems....
The Great Wealth Transfer is happening now, but maybe not entirely in the way you think. Aging Boomers are living while giving multigenerational travel experiences....
Have you ever dreamed of living in Italy? Tuscany is paying new residents to purchase and renovate a home. But you need to move fast....
Widows discuss what helped - and would have helped - with finances and documents after their spouses' deaths....