Curated articles and podcasts from trusted financial experts and real retirees.
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Retirement, a phase many of us anticipate for a long time, comes with its own set of financial intricacies. Specifically, how do you effectively withdraw funds from your savings to ensure a comfortabl...
How much should you save in pre-tax accounts vs. post-tax accounts? Joe Anderson, CFP® and Big Al Clopine, CPA spitball on the "age plus 20" rule for retirement savings, Roth 401(k) contributions ...
In this episode, we explore the realities of stock-picking, revealing that it’s a gamble where the odds are heavily stacked against the average investor. Studies show that most individual stocks...
If Kamala Harris should win the presidency, financial observers say there could be positive and negative outcomes for retirees....
This week, all eyes are on the Fed’s Core PCE inflation report, which is expected to guide markets after last ... Read more...
Few trusts provide this level of multigenerational asset protection....
Learn to make smarter financial decisions with math-driven strategies. James Lange shows how Roth IRA conversions and tax planning can maximize wealth and reduce taxes....
Many couples begin discussing a prenuptial agreement by just wanting to protect their inheritance and end up caught in the intricacies of planning for a divorce....
Have you ever walked into a home and instantly felt cozy, even in the heart of a bustling city? It's hard to pinpoint exactly why it feels so comfortable and serene amidst all the noise and chaos. In ...
If you worked in the education, especially higher education, did the retire at the end of spring semester? If not, did you try and focus on the end of a term, for instance fall or summer? I understand...
Long term care is a very uncomfortable topic to talk about. The reality is most of us will need long term care at some point. And it will come sooner ... Read more The post My Idea for Long Term Care ...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! Agency streamlining cumbersome claiming process for safety net benefit serving older adults and people with disabilities. By Reyna Gobel, AARP. Published Sep...
If the Pandemic taught us one thing, it’s that remote work was actually feasible for many people. Think about it: ... Read more...
After years of favoring online and telephone scams, a number of crooks are drifting back to old-fashioned theft involving paper checks....
Looking for affordable car insurance in Kansas? Discover the cheapest options for full and minimum coverage, plus tips to lower your premiums. Find the best rates for young drivers, seniors, and those...
Of all the emotions that can steer us toward suboptimal decisions, fear may be the most powerful because of its physiological and psychological implications....
Almost half of middle-class workers will be poor or poor retirees....
Blue Owl Capital says its platform aims to educate clients on implementing alternative…...
Yet, HR leaders and managers say reducing debt is the youngest working demographic's main goal...
FinFit clients will be able to add Sunny Day Fund emergency accounts to FinFit's existing…...
Just reading some old posts about how people had to get used to not putting everything that didn't have to do with work, crammed into their weekends. Its true, my weekdays are now busier than my weeke...
Hi. My mother's husband started collecting her social security after she died 6 years ago. Recently a previous husband she is divorced from 50 years ago is now trying to file for 1/2 her social securi...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
Unsustainable deficits will likely force an end to this era of low taxes, but you can plan for it....
Leaders tout landmark law’s impact and evolution while preparing for what’s next...
The latest industry news from T. Rowe Price, IRALOGIX, Northern Trust, Equitable, and more...
The ecosystem will be powered by Northern Trust’s digital assets platform, the Northern…...
Close to two-thirds of caregiving women surveyed say their responsibilities have impacted…...
Panel will seek to clarify who is required to serve in a client’s best interest for…...
I am not experiencing this personally nor is anyone taking care of me, but it does come up in conversations within my friend circle. Many months back a retired member of r/retirement shared a comment ...
I’m 60, and I’d planned to retire in 18 months at 62. Our current savings is about 20x our expenses, but I was hoping to get to 25x. Well, our company has offered many of us a voluntary se...
Just had my initial meeting with HR where I was asked to submit an email to HR and my bosses what my official retirement date will be, Feb 1 2025. That way I will be able to use/get paid for my 2025 v...
Discover why millions of retirees are unretiring and returning to work. Explore the reasons, benefits, and drawbacks of this growing trend....
Check deposits and ACH pulls increase the chances to get your account restricted. Learn the Nuts and Bolts I put everything I use to manage my money in a book. My Financial Toolbox guides you to a cle...
With over 24 years of experience as a real estate investor, I’ve seen countless homes struggle to sell. The reason? First impressions matter more than you might think. When potential buyers walk...
Would you believe me if I told you that most millionaires don’t earn six-figure incomes? It’s true, and it’s exactly why income isn’t the biggest hurdle to retiring young. Rece...
Saving lots of money comes with one downside. You have to spend less. But having a high savings rate can set you up for the rest of your life. The post A High Savings Rate Covers a Multitude of Sins a...
Discover the cheapest car insurance options in Indiana for 2024. Compare rates from top providers, find affordable coverage for high-risk drivers, and explore tips to lower your premiums. Learn more a...
Don't think you could possibly save more money for retirement? These tips will help you shift your mindset for a secure and happy future. Read now! The post How to Save More Money: 23 Smart and Mostly...
Fritz, who has been retired for 6 years, discusses his journey to retirement and the importance of purpose, planning, and health. The post Podcast, Episode 85: Intentional Retirement Living with Fritz...
On this episode we continue our conversation on . . . When It Comes To Retirement Planning . . . “How Do You Know?” Glenn is available for in person and online meetings if you'd like to di...
Brush up on your Italian and prepare to enjoy a slower pace of life if you plan to retire in Italy....
Think about the responsibilities involved before agreeing to be an executor....
FIRE involves making large sacrifices to achieve financial independence at a younger age....
At long last, after four years, the Federal Reserve has finally cut the Fed Funds rate by 50 basis points, bringing the target range down to 4.75% – 5%. Expectations suggest we’ll see anot...
Heading into retirement can be a difficult in-between-time. Here are 8 ideas for how to thrive as you navigate the transition. The post Counting Down the Days to Retirement? 8 Ideas for How to Thrive ...
The FIRE movement made the rounds in national news for a few years and still gets a head nod here and there. The early retirement (RE) part of FIRE always received more criticism because it’s th...
More than one in five older Americans is living with other adults – adult offspring, parents, grandchildren, extended family, friends – who are not their romantic partners. A new study exa...
I read an online survey that was conducted from February to March 2024 with a nationally representative sample of 1,000 ... Read more...
I love to travel: famous cities, cruises, National Parks, skiing, cabins in the woods, beach resorts with swim up bars, etc. etc. I’m waiting two more years to retire to better fund my travels. ...