Curated articles and podcasts from trusted financial experts and real retirees.
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F66 and Husband 71. Full Retirment is 66 and 8 month. Received a severance package that covers me till January 2025. Our total combined net worth including home around 750K Home is about $250k SS woul...
Thinking about living abroad? International Living just released its Annual Global Retirement Index—which highlights the best places to move....
What do Joe Anderson, CFP® and Big Al Clopine, CPA think about alternative investments? Andrew in Ohio wants to know. Are real estate syndication deals for real, and a YMYW listener just chose poo...
Should Terry and his siblings take out a whole life insurance policy on their parents before they inherit their folks’ $10 million worth of farm land? Is Terry on track for retirement? That&rsqu...
Market declines just before you retire, or early in your retirement, can really screw up your retirement income strategy. If you’re in the middle of the expensive kid years, how do you avoid thi...
Will building a new home delay Janelle's early retirement? Can Mike and his wife retire early at ages 50 and 55, and how much should they convert to Roth? Maria and her partner keep their finances sep...
Rob and his wife in North Carolina are 51 and 44 and would like to retire in the next 3-5 years. Are they on track, and what should they consider as far as Roth conversions are concerned once the tax ...
Roth conversions are almost a buzzword today, with many people jumping into them like they’re a guaranteed fix for tax worries—much like rushing into surgery hoping it will solve all your ...
Meet Sarah—a retiree with a multi-million-dollar portfolio, no mortgage, and all her income needs covered by Social Security. Yet, she hesitates to furnish her newly expanded home, fearing it wo...
We meet many people who are in a position to retire early. But when they think about healthcare in retirement and not being eligible for Medicare until age 65, they feel stuck, even though they’...
Jennifer, 54, plans to retire soon. Her husband, 70, is retired, on Social Security, and dealing with some severe health issues. Jennifer worries about possibly becoming single in retirement, which co...
When we think of retirement, it often evokes dreams of leisure, relaxation, and the freedom to pursue one's passions. Yet, the decision to retire is not merely about leaving a career; it's about embar...
Think about what you could receive from a $1 million annuity as you plan for retirement....
Early retirement has unique financial planning challenges, particularly regarding health insurance and tax strategies. For people who retire before age 65, the challenge of finding affordable and adeq...
As we come to the end of 2022, we reflect on some of our favorite reads and podcasts that we have highlighted in our monthly newsletter.If you’d like to check out what we’ve been reading o...
2024 is almost in the books. Below are 12 financial planning ideas to consider before year-end....
After Thanksgiving, it’s often time to talk about aging parents’ needs. Here are 7 questions adult children should discuss to ensure family caregiving plans are in place....
Here are some of the pros and cons of annuities, along with an explanation of the different types. Which might work for you?...
Help your families—and change the world—by including legacy planning in your retirement plan....
I retired in March of 22 at 64 years of age. That was my goal for several years after working in the telecom industry all of my life. I was a manager of engineering in wireless. We had been working re...
It took a year, but NOW we are clearly retired! submitted by /u/roblewk[visit reddit] [comments]...
Hubby retired in end of 2023. I retired June 2024. Life is so much easier. Of course, I fainted and sprained my ankle two weeks into July. Spent the next few months proving to hubby and docs I was jus...
The majority of Americans surveyed expect to rely on Social Security benefits to help cover everyday expenses in retirement, yet 73% worry they won’t get them....
A more in-depth talking head version of this article is available on YouTube (view below). I chased early retirement for almost two decades. My early retirement goal made me a disciplined saver and in...
I FEEL GRATITUDEforthe lifeI’ve had.But that doesn’tmean I don’t have a few regrets: Friendships that turned sour or simply faded ... Read more...
Two key appointments set the stage for market disruption: Chris Wright’s energy agenda is expected to boost fossil fuels and ... Read more...
Welcome to this week’s edition of The Sunday Best. We delve into the spirited debate on whether being a doctor ... Read more...
Wondering when to retire? Explore expert advice, financial tips, and key factors to decide if 2025 is the right time for your retirement....
Talking about money with friends, family, and peers can improve your financial outcomes. You'll make better decisions. The post 10 Reasons Why Talking About Money Can Give You a Better Future appeared...
I (61M) gave my official retirement notice at work yesterday. My boss took it very well. She knew that I would be leaving at some point because of the company's idiotic, arbitrary RTO/RTH policy, but ...
How long do you go before you catch yourself and say, OK, I really need to get active or I am going to start losing it? It has been 3 weeks for me, I’ve skippped the pool and gym and I’ve ...
Cleo is an AI-powered financial assistant that makes managing money fun and interactive....
Chet Bennetts explains how the results of a financial literacy survey focused on retirement finances impacts the way they are taught today....
Melanie said, 'I'd like to get a horse,' and Dana helped make that dream a reality. Here are five lessons we can learn from their adviser-client relationship....
From pie to growing retirement accounts to moderating inflation, financial advisers and their clients have much to be happy about this Thanksgiving....
If you're lucky enough to have surplus wealth in retirement, but worry that giving it to your kids will spoil them, consider helping in these practical ways....
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 ...
Bob Sipchen offers his observations on filling your schedule during retirement....
Oro Valley, Arizona, takes the top spot as the safest and wealthiest retirement town, while no Florida-based retirement town made the list, survey shows....
There are many Thanksgiving traditions we enjoy, yet often participate in them without knowing their origins. For instance, why do we eat turkey? Why do we watch a parade with giant inflatable charact...
Episode 458: Curb your enthusiasm about a Trump Trade because a LOT could go wrong. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ --------------------...
As we age, our parents may need more help and care. Are you prepared to be part of the sandwich generation, caring for your own children and your parents?...
Many people believe they have solid estate plans but really are putting their legacies at risk because of some very common oversights....
An early player in the online learning space tackles a new challenge: making tax planning and retirement savings easier for solo practitioners and small businesses....
You'd be shocked at how many people leave a job and let their 401(k) languish at their former employer. Instead, three steps can help safeguard your retirement....
Resident physicians have a lot to consider during their residency, namely what comes next: Will they pursue a fellowship? What ... Read more...
Measuring net worth is popular, but is it the only (or even best) way to assess your financial health? Explore the pros and cons of tracking this metric. The post The Pros and Cons of Tracking Net Wor...
Some parents can be very demanding. This is hugely stressful for adult children. Learn to set boundaries so you protect your own mental and physical health....
Investors can create a well-structured plan to help achieve their financial goals before year-end. Check out these six investment planning ideas to consider....
Mutual of Omaha and Clear Spring have decided to leave the Medicare Part D drug plan market. Thousands of people could end up with no coverage....