Curated articles and podcasts from trusted financial experts and real retirees.
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Planning for your grandchildren’s future is important. As grandparents, few things bring more joy than seeing our grandchildren thrive and succeed. One way to invest in their future and provide ...
A woman plans for the future by comparing the benefits of a will and trust. Wills and trusts are two essential tools in estate planning that serve similar purposes but offer distinct advantages and co...
Cheapest Insurance Deals for 2024 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 ...
Where/How to Access Funds for Pre-Retirement Project? We need about 40,000 for a home improvement before we retire. Our house is almost paid off and my partner would like to age in place. To get this ...
By "as part of retirement" I mean shortly before retiring (knowing this is where you want to retire to) or shortly after retiring. By "where" I mean what state did you go to, and either tell the city ...
Been retired close to a year now, and everything is going good health wise and financially, but just missing a little focus. As a engineer working for the government, it never was particularly benefic...
By Dr. Jim Dahle, WCI Founder Today, we're going to go back to my email box for a discussion of a potpourri of financial topics, but let's do this one as a “day in the life” type piece fro...
Have you considered how your instincts influence your decision-making around retirement planning? Our natural instincts and biases create frameworks that lead our perspectives on how we think the worl...
Understanding what’s happening from a neurological perspective, we can develop an unfair advantage in human communication by learning how to truly listen....
Let me tell you a secret, my friends. I’ve been in the real estate game for quite some time now, and I’ve seen it all. The good, the bad, and the downright ugly. And one thing I can assure...
All offer great tax breaks as you save for retirement. In addition, there are 403(b), SEP and SIMPLE plans and more. But don't worry. It’s hard to go wrong....
By Dr. Rikki Racela, WCI Columnist When I read Dr. Jim Dahle’s excellent post on choosing the best small cap value ETF, I was floored by how different the performances of these ETFs were despite...
Most of us know, or will know, someone who suffers from dementia, whether it is our spouse, parents, or grandparents. According to research from the University of California in Irvine, by the time we ...
Kiplinger reviews how to find the right home health care for yourself and your situation....
Patience helped these four investors make their portfolios work for them....
Today, we answer your questions about rolling over an HSA, when to withdraw from your HSA, whether a UTMA or custodial Roth IRA is better for your kids, if it is a good idea to open a solo 401(k) for ...
By Don Wenner, Founder and CEO of DLP Capital [Editor's Note: This blog post is the final installment of a four-part series, published throughout the past year, that delves into the 8 F's for building...
The story of how I came to step away from my public presence on the internet (and stop participating in social media entirely), an update on what life looks like now and a few words on what's next. (M...
last year I finally decided to retire in early 2025 I was thinking getting a couple months in so I could max my ROTH IRA. Then got to thinking "ill get my last check for my vacation time in January so...
The correct paperwork is crucial for a seamless legal process when entering the world of car transactions, whether you are a buyer or a seller. This guide will give an exhaustive list of documents, pr...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
Hiring a financial adviser to help you transition into retirement is one of the most important decisions you’ll make; don’t be shy about asking penetrating questions....
Many people dream of retiring early. But leaving the daily grind may not be the key to happiness for everyone....
Warren Buffett, perhaps the greatest investor of all time, once said, "Risk comes from not knowing what you’re doing." Of course, few can attain the investment mastery of the 'Oracle of Omaha.' ...
As we get closer to our retirement years, one of the most impactful decisions we’ll need to make is deciding ... Read more...
Honestly I wasn't sure of the best place to ask such a thing, but logic brought me here because the demographic of retiree is the one who has the wisdom to answer this question. Maybe you've been thro...
Wife and I struggling over where to retire within 3 years. Me M(64) she F (xx - to protect me from getting stink eye). Leave it to say, she is already retired as is not working and drawing SS. We are ...
Has any of you grown your nerworth in retirement, after retiring with just enough - say 1 million USD , outside of your primary residence? The general wisdom is that your drawdown reduces the savings ...
I'm two years out from retirement and still have 6 years left on my mortgage which is $2950/month with a balance around $140k. Rate is 2.125%. I have the funds to easily pay this off without dire effe...
When my son was born in April 2017, I promised to become a full-time father until he turned five. I was so serious about this commitment that I sold our largest rental property to free up time. This p...
These questions go beyond the basics and may actually help you decide whether a particular financial planner is right for you....
We all have our own dreams for retirement and today, Mike and Judy share theirs. On this episode of Retirement Answer Man, you’ll hear Mike and Judy describe their ideal retirement, then in the ...
In the dynamic world of cryptocurrency, decentralized finance (DeFi) has emerged as a game-changer, offering new and exciting opportunities for businesses to maximize their returns. One such opportuni...
I just caught up with an colleague, who retired this year at 68 years old. Community Nurse for the last 30 years and he had a great work ethic. Hence he had over 1000 hours sick leave when he finished...
What to do when only one spouse handles the finances...
A new study finds that Social Security is more valuable to Black retirees than to Whites – despite the fact that Blacks have shorter lives and receive monthly benefits for fewer years of retirem...
Ever wondered how to leave a lasting legacy for your kids without the taxman taking a huge chunk? FiPhysician’s Dr. ... Read more...
Pre-retirees and retirees: Do your homework to make sure your adviser has the qualifications to help you with the critical decisions you face as you transition into retirement....
Here are some questions to consider and general rules to maximize your overall lifetime benefit if you're single and have never been married....
Closely held businesses using insurance funded redemption agreements may face tax after Supreme Court ruling. Act now to revise your plan....
A tournament is about more than winning for one father/daughter duo...
Actress June Squibb nabs her first lead movie role in ‘Thelma’...
Commodity trading is a practice as old as time. But as climate change pushes soft commodity markets into more aggressive volatility, should broker-dealers place their reliance on contracts for differe...
Identifying retirement sentiment from the Employee Benefit Research Institute and examining the strategies you can use to avoid unnecessary financial strain in retirement. Today, I’m diving into...
Two retirement plans, the solo 401(k) and SEP IRAs, allow small business owners and the self-employed to save up to $69,000 annually....
Higher taxes can help stave off the projected 2036 insolvency of Medicare's Hospital Insurance trust fund....
Becoming aware and fully understanding which tax-saving strategy fits your needs is important in maximizing your retirement wealth. Minimizing taxes in retirement can be tricky. Below you will see a b...
New research confirms earlier studies showing that financial decision-making capacity declines first before cognitive impairment is obvious. Take protective steps early!...
We tend to think that adding more to our lives is the solution to success. Simplify your retirement planning and stop doing these six common habits....
I am 63 and ready to leave my current job after 40 years. My wife is 4 years younger and works full time and will be able to provide health benefits. I would like to find something part time but I am ...