Curated articles and podcasts from trusted financial experts and real retirees.
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To say there is a gender equity issue in medicine would be an understatement. Women face gender gap issues in ... Read more...
Whether a famed singer cries with joy when she sees you or whether you're awesome at Jeopardy, it's time to celebrate how cool doctors are. The post 5 Times When Doctors Were the Coolest People Ever a...
It's been eight years since I left my full-time job, and here's what I learned from the last three years of post-FI life! Read more → The post Valuable Lessons from My Eighth Year of Freedom appe...
This September, we're doing something a bit different. We're revisiting the basics with a refresher on the eight pillars of rocking retirement—four financial and four non-financial pillars that ...
Military retirees have a unique set of circumstances and opportunities. In this episode, military retiree and retirement planner Scott Sanborn joins me to explore the financial and non-financial aspec...
The moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on over to Rock Retirement Club to sign up today. ...
Let’s get back to basics—addition and subtraction two ways to get to the same answer. However, we have a tendency to stick with addition. Today we’ll learn how subtraction can help y...
This month we celebrate the Retirement Answer Man’s 10th anniversary milestone with several guests throughout the month. Today we welcome Professor Rick Nason, author of It’s Not Complicat...
Parents often help out their kids with adulting matters, especially major life-changing events like … well, having kids. Probably with restraint and trying not to meddle. Even with the caveat t...
We have been renting up in Maine for the past year (2 different properties) while also maintaining our primary home in Mass. it’s been a great experience for us. We can’t travel internatio...
The reader cases in our inbox is piling up again, so without further ado, here’s the latest one that caught my eye. The subject was about a single dad working towards FIRE and ever since we beca...
Can "Alanis" retire early at age 60? With "Barney and Betty’s" spending patterns, can they retire ASAP? "Daisy and Donald" need retirement income for 40 years. Can they retire now? That’s ...
Will Duke and Daisy’s retirement spending plan work? If you’re a fan of hearing Joe Anderson, CFP® and Big Al Clopine, CPA debate, you’re in luck today on Your Money, Your Wealth...
Suppose I stepped into a time machine that took me back to my drab, corporate cubicle circa 2019. Say I was greeted there by an oracle who foretold that in a year’s time a deadly pandemic would ...
We are INCHING TOWARDS retirement. Quite often, since our kids are all grown we vacation when we want to vacation (sometimes one or two of them come, but we don't plan around them unless we're plannin...
Capital gains tax rates might be lower than the gift and estate tax rate, but how you handle your estate and whether you use a trust can make a big difference in taxes owed....
In April 2017, I made a commitment to be a stay-at-home parent for the first five years of my son's life. When my daughter was born in December 2019, I made the same commitment for the sake of equalit...
We’ve been talking a lot about expert witnesses lately. From the job description to what it takes to become an ... Read more...
The Trump tax cuts are set to expire at the end of next year. And when they do expire, it means nearly everyone – including you – will be paying…...
Do you think you could pass a basic quiz about planning for retirement? You might be surprised to learn that in a recent study… Only 31% of Americans … got…...
Here are some factors to consider if you want to quick, but don't want to lose gains on retirement funds....
Is there a way to use the prohibited transaction rules for IRAs in your favor? Hypothetically, there seems to be. The post Using the Prohibited Transaction Rules to Your Advantage appeared first on Ge...
Discover the most affordable auto insurance in Connecticut with our comprehensive guide. Compare minimum and full coverage options, tailored for different driver profiles and regions. Find the best ra...
There are numerous successes to celebrate as ERISA turns 50, but challenges remain to create better retirement outcomes in the future....
If you want to give an inheritance while you're alive, there are many points to think through, including what you can afford and what the rules are around giving....
If you're losing sleep at night worrying about your investments, you might want to consider the benefits of protecting at least some of your principal....
Mortgage rates are always a hot topic in the news. Whether they are up or down they are newsworthy. There is a way to save on your mortgage and get a better great rate, regardless of whether rates are...
Moving to Mexico provided me with a lot more opportunities than I would have been presented with if I had stayed where I was in the US....
How do you balance different desires to travel? We’re 62 and 56. My wife has turned in her notice. I’ve already spooled down a consulting career. She has rarely traveled for work, but trav...
Is it possible to use the SSA.gov calculator to determine your payment amount if I retire at 62 (or some other age) and delay payments until another age, say 63. I believe, but could be wrong, that th...
I will be retiring sept 2024. I’m looking at this Form and don’t know what year to enter as my tax year . Do I enter 2024 ? even though it won’t be reduced by that much since I&rsquo...
Dave Ramsey’s Baby Steps have become a widely recognized and followed framework for personal finance in America. They offer a structured, step-by-step guide aimed at helping individuals and fami...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
We Need changes now for Social Security. They have been kicking the can down the road to long. This is not "Charity". We need a New calculation for COLA. This next year 2025, You will be paying anothe...
The best parenting advice I ever got applies to all the thorniest issues we choose to address with our kids—sex, alcohol, drugs, rock ‘n’ roll, and yes, money....
Depopulation in rural areas is making antique houses called Kominka available at reasonable prices throughout Japan. American writer and food stylist Hannah Kirshner offers a great example of what it ...
A look at Kamala Harris' stances on Social Security and Medicare, including her history with the programs....
Kiplinger looks at Donald Trump's stances on Social Security and Medicare, including what he did as president....
Knowing what to expect when it comes to your taxes, investments, real estate, Social Security benefits and other money-related issues is critical....
Have you ever fantasized about moving to a new country? It doesn’t have to cost a fortune—if you choose the right place. We've got the cheapest countries to live....
Creating a retirement plan can be challenging when considering the possibility of a recession. [https://www.forbes.com/sites/stevevernon/2023/05/19/how-to-recession-proof-your-retirement/] However, no...
When I was young my mum had the radio on all day at home, as did my grandma. It was a childhood memory I never really thought about. I never paid it attention until my daughter came by and said why do...
Thank you to everyone who sent encouragement, advice and ideas after my last post. These are all things we can use at one time or another during our lives. Another is permission. I decided to take som...
I've signed up for a trending finance newsletter ... today's installment mentions that 65-yr-olds reach out for advice, but that they are too old to be helped by this particular expert. (I'm not givin...
As you get older, leaving a legacy may become increasingly important to you. It's rather comforting to know that a part of you will remain after you are gone. Your family and friends will never forget...
As we age, it’s normal to become more empathetic toward widows and widowers. We see friends go through the struggle of losing their spouse and deal with that difficult transition […] The ...
Consulting with a professional, especially when it comes to insurance and taxes, could save you a ton of time and hassle and money....
Discover the most affordable auto insurance options in Colorado for 2024. Explore rates for minimum and full coverage, tailored to different driver profiles and regions. Compare top insurers like Amer...
Since I purchased my house in October 2023, I’ve been feeling broke. I’m living paycheck to paycheck to cover my bills and fund venture capital calls. In fact, even after realizing I had m...
Steve Abramowitz from Humble Dollar delves into the unexpected performance of the JPMorgan Equity Premium Income fund (JEPI), a fund ... Read more...