Curated articles and podcasts from trusted financial experts and real retirees.
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Fewer people with disabilities applied for federal benefits during COVID. The main reason for the drop could’ve been anything from the ease of working at home to evade the virus to the difficult...
A family meeting is essential to determine whether your heirs want the property, and then it’s a matter of choosing the legal arrangement....
A friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. There are also other options....
Americans seeking an affordable home and a late-in-life adventure may want to consider retiring to Africa....
I turn 52 this year. I believe I’m in a good spot for my plan to retire at 59 or 60, maybe even sooner, but I’d like to get some thoughts from the group on some specific concerns. Hoping s...
Check with your automobile insurance company and let them know if you're not commuting after retirement. May get a decrease in premiums with no decrease in coverage. I got a 10% decrease from Progress...
Anthropologist Kalervo Oberg developed the four stages of Culture Shock in 1954. I got to wondering how these stages related to my experience in my first anniversary of retirement, and I discovered th...
I couldn't be prouder to have my name above the door at Keen Wealth Advisors. If you've read my book, you know that I have a very personal connection to financial planning, and it's been my lifelong m...
I love going on cruises for vacation – it’s my absolute favorite vacation. I know that some people hate ’em and think they’re nothing but a big old petri dish ready to spread d...
If you don’t pay attention to The Big Scary News, the world is amazing. I like to think of all of the differences between modern life and my childhood: You wouldn’t know how great the worl...
Today, Dr. Jim Dahle chats with Dr. Ian Storch about all things DO medicine. Dr. Storch is a gastroenterologist, mentor, and host of the podcast D.O. or Do Not. They go in-depth about DOs, including t...
Managing the taxes that come with an inherited IRA takes smart planning, especially since the SECURE Act eliminated the 'stretch IRA' game plan for most folks....
These annuities are tied to the performance of a market index and address concerns about high fees and complex structures....
Thebrief’skey findings are: The 2024 Trustees Report showed a slight drop in the 75-year deficit, but the depletion date for the retirement trust fund remains at 2033. The prospect of a 21-perce...
It's important to know how Medicare tax works....
Some retirees make an expensive mistake by trying to roll over their required minimum distributions to Roth IRAs....
By Dr. Jim Dahle, WCI Founder A few weeks ago, we asked you tonominate your favorite doctor who is educating colleagues and trainees on financial matters for The White Coat Investor Financial Educator...
IRA, 401k balances and investments...how often do you check them and why? Daily? Weekly? Monthly? When the mood strikes? When there's market news? Out of habit? To update planning sheets? Because you'...
What if the traditional wisdom on how to fix Social Security no longer holds? The trustees who oversee the program issued their annual financial forecast yesterday, predicting that the combined retire...
Fees are one of the most important factors of successful retirement investing — they determine how much ends up in your pocket after mutual funds and 401(k) plan providers take their cut. But mo...
Three years ago, Congress took the unprecedented step of spending taxpayer dollars to bail out private-sector pensions plans. As part of a $1.9 trillion Covid stimulus bill, lawmakers approved an $86 ...
All eggs in one basket for retirement How many folks have their entire retirement funds (cash, 401k, IRA, etc) in one company such as Fidelity? I’m interested in hearing about pros and cons of h...
Retiring in 5 weeks and feeling exhausted I’m retiring at the end of June from a clinical laboratory scientist position .I’ve been coming home from work and basically collapsing every nigh...
For those of you who have retired married, for you and your spouse on the same page for everything going into retirement? My wife and I have yet to sit down and really look at what retirement will be ...
People are really confused. We’ve embarked on a host of studies about long-term care. One component of that effort is to assess the public’s understanding of how these costs are financed. ...
With the U.S. Presidential election set for a rematch in November, many investors are wondering how the U.S. stock market might perform in the months that follow. While predicting the future is never ...
The Dow Jones Industrial Average (Dow) recently achieved a significant milestone by briefly crossing 40,000 points for the first time in its history on May 16th, 2024. The next day, Friday, May 17th, ...
Now that you have made it through theretirement danger zone, you have made it to the Arrivement phase of retirement. You may be wondering, what are my next steps? This season can be full of opportunit...
Episode 447: Just listen to this episode… Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe ————————...
This divorce checklist aims to help you navigate the legal, financial, and personal aspects of the separation so you can be well-equipped to face the challenges ahead....
A guide to how to navigate estate planning as a single person....
You can create this type of self-settled irrevocable trust to protect your assets for yourself, rather than for someone else, but there are limits....
Today one of my colleagues at Abundo Wealth, Maggie Klokkenga, CFP®, CPA, shares some of the key things she is looking at when reviewing a client’s tax return. She provides a checklist to he...
By Dr. Hamik Martirosyan It was the best of times. It was the worst of times. It was the sponsors with conservative leverage and fixed-rate loans. It was the sponsors with all variable loans and high ...
In today’s fast-paced world, understanding credit cards is crucial. Credit cards often come with misconceptions. For budget-conscious families, debunking these myths is essential. I’m goin...
Hi everyone. I (55m) have been spending lots of time lately trying to picture life in retirement. I know that the "right" way to plan for retirement is to figure out the budget you need and then save ...
I am 65 and still working. Still under the company health insurance and using the high deductible plan. I max out my HSA contribution and the company adds $167 per month to my HSA, as an incentive to ...
56F here. Single. Will be retiring at 60 so just about 4 years from now. I really love to travel and the beach. My thoughts are to go to one area at a time, rent Airbnb by the month, move to another a...
Time for another reader case! This one really jumped out at me for reasons that will become obvious in a minute. Hi Kristy and Bryce, I want to first say y’all are awesome! I’m writing aft...
Drew Shockley of MOVE Health Partners joins James to address questions about Medicare. He overviews the Medicare system, explains Parts A, B, C, and D, and breaks down what Medicare does and doesn&rsq...
With the New York Times article on Fat FIRE, I've been thinking a lot more about the repercussions of achieving financial independence and retiring early. One of those repercussions is that financial ...
There are many reasons to avoid probate when planning for your estate. Avoiding probate avoids the hassle of having to go to court, which can be costly....
The IRS again waived the required minimum distributions for inherited IRAs. But not taking a distribution could cost you more over the long term....
It’s easy to see why people are searching for free or inexpensive things for families to do this summer – summer isn’t cheap! Mass Mutual reports, “Nearly half of Americans pla...
Do you want to level up your financial game while finding inspiration in the stories of your fellow physicians? From ... Read more...
Hi all, I’m planning on retiring in the next 13 months. Got all planned, financial, mental stimulation, fitness, wellbeing and social. Mentally I’m ready. The problem I have is that I don&...
I will be retiring in a couple of years (age 67) and would like to move near my son. He lives in Orange County. I currently live in the Midwest where winter is about 6-8 months long. I want to get awa...
I have studied and understand the implications of Pascal's wager and its various extensions on aspects of daily living. I have lived my life uncertain but not willing to take infinite risks, which add...
Lately, my YouTube feed has been full of new car reviews. How did this happen? I must have Googled a new car or watched a car video. Ah… I think I got it. Last month, I complained that a new ca...
I just came back from visiting friends I'll call the L's. He retired from a state job and between pension and SS, his income is more than what his take-home was while working. She's still working but ...