Curated articles and podcasts from trusted financial experts and real retirees.
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First my wife is totally capable emotionally, physically and otherwise to handle any situation. My concerns center around if she should develop a disease or condition that reduces her capacity to make...
I'm 59 and my retirement savings situation is not great. I'm single, female, and live in Texas. I do own a home right now, I have about $140k in equity. I am still working full-time and I'm planning t...
A guide on how to move to Ireland as a U.S. retiree. Plus, how to get an Irish passport by tracing your family tree....
President Trump might extend the bonus estate tax exemption or even repeal the estate tax. But estate planning remains important, just different....
It's vitally important to acknowledge what we can—and can't—control in life, elections, work, and our personal finances....
Medicare participants with an income above the threshold must pay a surcharge for Medicare Part B and Part D based on their income....
Medicare premiums for 2025, and the cost of Medicare Part A Medicare Part B and Part D premiums and deductibles, have gone up. Here is how much you'll pay in 2025....
A sabbatical can help you get over burnout, explore a new career or hobby and won't break your retirement if done right....
From applying for Social Security and donating to charity to maximizing your savings accounts, ere are retirement moves to make before 2025....
You've worked hard for your wealth. Don't let it fall into the wrong hands. Consider prenups, trusts and other protections to safeguard your family legacy....
Has anyone consulted for their company after they retired? Did you create your own company to work as a consultant, or were you a part-time employee of the company? My current manager and others are r...
Hello, I'm hoping to get some counsel from the group on how to think about retirement, and when. I'm 57, married well, kids mostly launched - early 20's. We've saved enough that probably any additiona...
Already on A only (dependant on wife's group med). My wife will be retiring in early '25 and although she will go Cobra for a bit, I think I will lose my 'creditable converage' classification. I only ...
Hi everyone. Just an update to a previous post where I was wondering how to occupy myself in my retirement in a rural and isolate place, sans car, whilst my husband continues to work. Well, I won a 9-...
Workers who are 60 to 63 will be able to put in up to $11,250 in extra contributions, if they can afford it....
What is a CCRC? On this episode we discuss some of the basics for retirees and soon to be retirees to understand about Continuing Care Retirement Communities. Glenn is available for in person and onli...
Crafting a retirement income plan is more important than ever, given our longer lives and uncertain times....
Having a tax strategy is crucial to making your money last. These tax-saving moves can help, whether you're years from retirement or already there....
Did you know that the risk of heart disease is especially high right after retirement? Discover why and how to protect your health. The post Heart Health and Your Retirement Well Being appeared first ...
President Trump's reelection likely means major policy shifts. Here are 5 considerations for preparing your retirement plans for these changes. The post The Election is Over: Should You Think Any Diff...
Should you try to cut housing costs? Is there an option that is right for you? Downsizing? Retire abroad? Refi? Explore your options. The post 8 Ways to Cut Housing Costs for Retirement appeared first...
Many Americans are potentially missing out on retirement savings by falling victims to the 401(k) to IRA rollover cash trap. According to Andy Reed, head of investor behavior research at Vanguard, &ld...
If Black families wrote wills at the same rate as white, how much would it help? Having a will is really important. In the absence of a will, a decedent’s assets are distributed according to sta...
Retiring, for many if not most, is a leap into the unknown. New retirees quickly learn that hard work is required to fill the void created by leaving the workplace. Building and consolidating this new...
Explore Super.com, a versatile savings platform offering cash-back rewards, travel discounts, and exclusive deals across categories....
The 401(k) contribution limit for employees in 2025 has increased to $23,500, up from $23,000 in 2024. The employer contribution limit also rises to $46,500, bringing the combined employee and employe...
Savers using employer-sponsored retirement accounts can boost savings and have more opportunity for compounding....
He said that Social Security won't be federally taxed.......
Reflecting on the past 9 years of writing has been an interesting trip down memory lane. The first 3 years, ... Read more...
On Tuesday, they easily rejected a ballot initiative that would have killed the far-reaching law. It provides up to $36,500 in long-term care insurance benefits....
Semi-retirement is a powerful strategy to help you enjoy life while improving your financial security. Here's how to semi-retire in 5 easy steps!...
Planning for a financially secure retirement is crucial. One effective strategy is to invest in a Gold IRA. A Gold IRA, or Precious Metals IRA, is a unique investment vehicle that allows you to divers...
As we approach retirement, my wife and I are wondering when we should give our two financially responsible grown kids a heads up on our finances. We feel they should know just in case (god forbid) som...
I retired 4 years ago and continued on with FEHB. Turned 65 this year so have to sign up for Medicare. I met with a Medicare marketplace advisor and he suggested if I have the means, to continue on wi...
Thoughts on developing interests after retirement I’m not retired, but working hard to be. My wife and I are currently 55 and m looking at 4-6 more years. I have a retirement planning notebook w...
Hi. Like the title says, I lost my job at 64. I was laid off and the industry that I am in is very depressed so the chances of getting a similar job soon is pretty low. In fact I don’t really wa...
This list can have an impact on your drug coverage in 2025 and shows why this open enrollment is so important....
At Keen Wealth, we often describe tax-planning as an ongoing process, not just something we help folks accomplish every spring. And while Tax Day is certainly circled in red on our annual planning cal...
5 Steps to prepare your savings within 12 months of your retirement....
Donald Trump has been elected to serve another term as president and that could have pros and cons for retirees....
So I'm 65 and a year from hitting my full retirement age this month. I am still working full time. As I understand it, one can start drawing their social security without a reduction or penalty the ye...
Raising financially savvy kids starts with little lessons that help them understand value, patience, and sharing. This year, Halloween brought us the perfect opportunity to have fun while teaching som...
With Donald Trump set to become the 47th President of the United States, it’s natural to wonder what this new administration could mean for your finances. For most people under 30, a change in l...
There are higher 457 plan contribution limits for state and local government workers in 2025 than in 2024....
Preparing for retirement includes watching movies, reading books, and newsletters. Seek out role models. Keep learning and growing....
Recently someone asked me, "When did this bull market start?" It's a great question because it can provide insight into whether the market is getting overextended. Of course, bull markets have no spec...
We’ve been doing a few touch-feely emotive articles lately, so as a change of pace today’s article is going to be about something completely different: Harvesting Capital Gains! Why Would ...
Skate to where the puck is going. – Wayne Gretzky This is the post I never wanted to write. That’s because index funds are the right choice and I don’t want to give anyone bad ideas....
Welcome to a transformative episode where we delve into year-end financial strategies to optimize your retirement planning. Join us as we discuss tax-loss harvesting with Erin Coe, a seasoned planner ...
So, at least in the U.S., things aren’t looking good for primary care physicians. We’re all facing the brunt of ... Read more...