Curated articles and podcasts from trusted financial experts and real retirees.
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How would retirement planning change if life expectancy rose to age 100? Exploring how differently each generation approaches retirement saving and spending....
I retired to Pennsylvania because we had some family in the area, the cost of living is less than our old home in metropolitan New York, the winters are a little warmer, and it's not so far away that ...
Roth conversions can be an effective strategy for creating tax-free income in retirement. But Roth conversions can also get complex, and if you’re not careful it’s easy to make mistakes th...
Most healthcare providers don't learn basic marketing principles during training. This lack of knowledge can cause a financial setback. The post Are You Making This Costly Marketing Mistake in Your Me...
Saving for your financial future requires more than the bare minimum. Given the cost of today’s retirement, it’s worth doing what you can now to maximize your 401(k) contributions. Why 401...
Federal law gives IRAs limited protection from creditors, and some states provide even more asset protection....
What happens when a client loses their sense of purpose and identity when they choose to retire?...
I'm not fully retired yet but have cut way back on my hours. What I'm noticing is that if every day feels like a weekend, I can have a tendency to binge-watch a couple extra episodes at night and stay...
While U.S. healthcare costs as a percentage of GDP are by far the highest in the developed world, the news from the 2024 Medicare Trustees Report is relatively good. It is true that the Hospital Insur...
Unsurprisingly, six of the top 10 costliest destinations are in California....
Pickleball's simplicity and health benefits make it an ideal choice for retirees who want to stay active and engaged....
Meaningful balances require continuous coverage and for that we need a national mandate. It’s always interesting to look at Vanguard’s most recent edition of “How America Saves.&rdqu...
Black Americans’ homeownership is dramatically lower than it is for Whites, and one reason is discrimination. This also seems to be the case for the LGBTQ+ community, a new study indicates. Abou...
Some problems are easily solved with a bit of reasoning, logic, or by using a bit of math. Other problems go beyond quantitative thinking. The most thought-provoking issues aren’t numbers-based....
If you serve as trustee for a friend or family member, you understand how much work can go into the role....
We love doing reader cases on this blog, as that’s kind of our way of giving back to the FIRE community that has been so kind to us over the years. Most of the time, we don’t really have a...
Here are eight reasons why your kids should be involved with your estate planning meetings (and one potential downside to it). The post Why You Should Bring Your Kids into Your Estate Planning Meeting...
After taxes and inflation, the real return you get may not be as good as you think. Here's another approach to consider: fixed deferred annuities....
Returns for investors who get in before companies go public can be white-hot. But you'd better be savvy and have nerves of steel. What to consider first....
Hey everyone! I’m heading home later this week. Woohoo! I’ve been away for almost 6 weeks and am anxious to get home. Travel is fun, but I’m completely worn out. ... Read more The po...
A while ago we did an article on what states are best to retire in based on the tax situations ... Read more...
An elder who became mentally incapacitated had a problem Power of Attorney document. His wife got stopped from helping with finances. Learn from this case!...
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In this episode of Big Picture Retirement, we’re back answering more of our listener-submitted questions. Join us as we cover: Anna's Query: When will NESARA begin? Ron's Question: Clarification...
With elections approaching, let the political mudslinging and insults begin! This time, its regarding being childless and loving cats. Republican VP nominee JD Vance said this during an interview with...
Veterinarians May Use AI to Treat Pets...
Last week, the American Academy of Actuaries (AAA) released An Actuarial Perspective on the 2024 Social Security Trustees Report. This Issue Brief was released about six months after the release of th...
What are the key questions for Baby Boomers to ask when it comes to retirement planning? On this episode we explore a variety of questions and perspectives that could make a real difference. Glenn is ...
Four Life Hacks To Help Retirees Set The Course For A Long Life...
Only 17% understand how much monthly income they'll need in retirement...
Tom Hawkins exposes the drawbacks for both plan sponsors and participants...
Our Retirement Readiness Calculator provides a rough idea of how long your retirement savings and income will last....
Preliminary injunction granted late Thursday means controversial Retirement Security Rule…...
The latest news from the 401(k) industry, including Paychex, Mutual of America, Nationwide…...
The NAGDCA Leadership Awards was created to recognize the brightest ideas and innovative…...
Stay issued on Friday means DOL’s embattled Retirement Security Rule will not take effect in…...
Planning for the unknown in retirement might sound impossible, but you can manage it by breaking it down into these five components....
This might seem like an odd question but I've been getting conflicting advice. Husband 71 and retired with pension and SS. I'm 65 and working full time at the moment. My full SS is 66, 10 months. My h...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
Before addressing root issues and finding the best financial tools and techniques, here is a one-step process for recovering from financial screw ups....
Transfer on death accounts are growing in popularity, but be sure to know all the angles before using one....
Discover how to effectively manage car insurance premiums within your household budget, prepare for emergencies, protect your assets, and align your coverage with your financial goals....
We are both on all 401k and ira accounts. Our pensions have 100% survivorship to the other spouse. That's sad, I'm wondering about life insurance. Currently I have life insurancev my employer but that...