Curated articles and podcasts from trusted financial experts and real retirees.
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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....
medici.tv streams ballet, opera, jazz, and classical music performances. Some public libraries provide free access or you can subscribe directly. Learn the Nuts and Bolts I put everything I use to man...
"Sam" is 58 and he retired at the end of the first quarter of 2024. His wife, "Alice," is 65 and still working as a paid caretaker for the couple's son with special needs. Sam has $400,000 in a Roth I...
When our leaders in Washington passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act in 2019, it marked a major change in retirement planning. In a sense, the government was co...
In this episode, we’re diving into the latest legal drama surrounding the Corporate Transparency Act (CTA). A federal judge in Texas has temporarily blocked this law, which would have required U...
In their new podcast, Root Talks, James and Ari open up about the story behind Root—their financial advisory firm—and how it grew from humble beginnings into a nationwide company with hund...
Discover the unique car insurance landscape in New Hampshire, one of the few states where insurance isn’t mandatory for drivers with clean records. Learn about the 2025 rates, top providers like...
December 2, 2024 – Many of you have asked me to comment on a recent phenomenon in the FI/FIRE community: Small-Cap Value (SCV) Stocks. Oh, my! Just when I thought we were making progress in the ...
A car in 2025 is a very expensive purchase. I’m wondering how retirees budget for a new car… I’ve been driving BMW so mince I was 45 and love the brand, but new cars cost more than ...
My retirement begins on Jan 1, and I’m in the fortunate situation that my income for next year will be about the same as what I made this year, due to a combination of VSP and deferred compensat...
Explore the thriving world of remote work from home jobs in 2025. Discover top companies like GitLab, Spotify, and Amazon offering flexibility, global opportunities, and competitive benefits. Learn ho...
TAX BILL CALCULATOR COULD YOUR TAX BILL IN RETIREMENT BE TOO BIG? If you’ve saved for retirement in an IRA, 401(k), or other tax-deferred vehicle, you have a tax bill…...
To read this article on KSL.com, click here. NEW YORK — Hope Murray retired in 2013 after a 50-year career that ranged from game show producer to Hollywood party planner…...
Why wait until you're gone to help the people and causes you love? Get a jump-start on gifting and see all the good you can do....
Instead of passing on an inheritance, giving your children cash to buy a home can be a smart move — as long as you’re not jeopardizing your own retirement....
In our digital age, automated financial management systems are changing how we handle money. They offer advantages like accuracy in reports and quick transaction management. By automating tasks, they ...
Chris was burned out. Despite enjoying aspects of his work, the relentless grind of long hours and aggressive saving left him exhausted and longing for retirement. His goal was to save as much as poss...
Join us for a special episode as we welcome Christine Benz to discuss her new book, "How to Retire." In a captivating conversation at the Rock Retirement Club, we dive into topics like long-term care,...
You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your e...
Have you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings. To...
Bonds are a ubiquitous part of a balanced portfolio and in recent years bond funds have become even more attractive to many investors. However, due to rising interest rates, bond funds are now losing ...
Learn how to tap into the soul of wealth to build a life that breeds happiness and purpose in this episode of “Retirement Revealed” featuring Dr. Daniel Crosby....
Did you know that the average retired couple could end up paying hundreds of thousands of dollars in taxes on their retirement savings? Join Tyson Thacker and Ryan Thacker, as…...
The years leading up to retirement are filled with excitement and angst. But for many, that can change once you actually step into retirement. Join Tyson Thacker and Ryan Thacker…...
For most of my life (70 M), I was a late bloomer in romantic relationships, my career, and my friendships. Luckily, during the last two decades, I got it together—I got remarried, did well in my...
Should I try to keep my IRA spend down such that my year-end value stays the same every year, goes up with inflation, or draws down to leave just a small amount at the end of my life expectancy. I und...
I’m approaching retirement and want to maintain the sense of “bonus years” I’ve enjoyed while working. In my current job, I receive annual bonuses of 10%-30% of my salary based...
![Americans Lack Plans for Retirement Income [New
Study]](/postImages/postImage10985.jpeg)
Allianz Life’s 2024 Annual Retirement Study is out, and it shows a whole lot of Americans lack plans for retirement income. In fact, more than half of Americans do not have a plan in place for r...
Hey everyone! Did you have a good month? November was an interesting month. We had the Presidential election in the U.S. and emotion ran high. I was disappointed with the ... Read more The post Novemb...
Financial advisors discuss the secrets to growing your net worth over time....