Curated articles and podcasts from trusted financial experts and real retirees.
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I am coming up on a year of retirement at 62. We did all the planning ahead of time to make sure we had enough SS income and retirement savings. All good. Dental - If I could go back to my last year b...
I'm coming up on 3 months retired, and so far, so good! I'd like to look back, though, on the last 10 years. 10 years ago, in the fall of 2014, I had a plan. My wife and I were both 56 years old. Our ...
My husband (66) will be retiring next May. I (60) am already retired. We signed on with a financial advisor a few months ago and we are working to set things up optimally for us. Recently, our financi...
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For many folks, their home is their only investment or a majority of it - for many, they think about the equity that it gains as a form of retirement financing - be that selling it for a hefty profit,...
Episode 218 is the final episode in the April Bond series. We’ve walked through all the benefits and dangers of bonds over the past few weeks. In this episode, we talk about some gadgets that co...
Episode 452: US economy continues to grow…are you? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ----------------------------------------------...
Hearts & Wallets latest research features a focus group’s reactions on lifetime income…...
Among the industries expected to see the most loss are healthcare, construction, and…...
401(k), 403(b), and IRA accounts have all experienced consistent growth throughout 2024,…...
And only 22% have talked about their Social Security concerns with an advisor, reports Allianz Life...
Becoming a retiree creates a number of life changes, including a number of insurance needs. In this episode we discuss some of the potential changes to health, long term care and life insurance needs ...
Schwab survey finds Americans think it takes $2.5M to feel “wealthy,” but net worth needed…...
A PNC Bank report highlights the diverse demands from different generations of workers...
The latest news from Alight, Prudential, and Corebridge Financial...
But courts block effort to curtail conflicts of interest. In October 2023, President Biden announced that the Department of Labor (DOL) would propose a new rule to protect people saving for retirement...
Use these three changes in Social Security to plan ahead for 2025....
It's likely that most of us will need some kind of long-term care as we age, so it'd be a good idea to start planning for those expenses now....
People are getting married later and kids move out later. For instance I am 62 and going to back to school night tomorrow for my youngest. I can’t downsize yet and I still got my wife and three ...
Stop worrying that you’ll be a burden on your children; instead, spend the time it takes to prepare solid plans that your kids can follow....
86% of seniors describe their financial situation as either "doing okay" or "living comfortably." Are they lying to themselves?...
To make the process of filing for Social Security benefits easier, it’s important to know what documents you need when applying. Here are the documents you need to collect....
A recent Bureau of Labor Statistics survey finds the median retirement savings of 55-year-olds is just 10% of the target financial experts advocate for....
Medical providers play a crucial role in your health and well-being, so expecting them to perform their duties with care ... Read more...
An interview with Carl Richards—one of the most influential voices in the financial planning world— where we discuss what the behavior gap is, why it is so persistent, and what we as inves...
In the ever-evolving landscape of data security, the recent and alarming cyber crisis has left millions of Americans reeling. This particular data breach included PII (personal identifiable informatio...
Last month, I missed a $25,000 capital call without even realizing it. The Managing Partner of the fund, a friend I've known since business school, texted me while he was on vacation. He wrote, &ldquo...
"Never in a million years did I think that I'd enjoy my retirement years doing..." I'll go first, jigsaw puzzles. I received a jigsaw puzzle as a gift this past Christmas, and it sat unopened for six ...
Binary options trading, a financial option in which the payoff is either a fixed monetary amount or nothing at all, has been the subject of intense debate in the financial world. The allure of making ...
Most of us try to help our loved ones whenever we can and however we can. But when that "help" is money, our best intentions can turn bad very quickly. As uncomfortable as it may feel, if you don't in...
Why are people scared about the decumulation phase in retirement? It has more to do than with how much money they have. Let's explore why. The post Fear of the Decumulation Stage in Retirement appeare...
We’ve all collectively been through a rough few years. After a brutal global pandemic and stock market crash, followed by years of inflation and the subsequent rise in interest rates, you can be...
Here are four scenarios in which a 1031 exchange to defer capital gains taxes would be worth exploring if you're a Baby Boomer selling property....
Conventional wisdom says don't carry any mortgage into retirement, and if you can manage that debt-free feat, good for you. But there are other options....
Financial, medical and safety preparations can ease the burden for caregivers while ensuring your loved one receives their preferred care....
A few weeks ago I tweeted the following, which caused a bit of controversy on Twitter/X: Hot take: Maxing out your 401(k) when you are younger is almost always the wrong choice. The extra 0.5% per yea...
1 - Spent Christmas 2019 in Florida with a retired sister in law. Watched her spend her days attending social events and figuring out where she was dining in the evenings. I note that I could get used...
My husband will be 70 in September and will retire in October. He will go to the social security office to get more information but he did not sign up for part A when he was 65. He was covered by his ...
The potential theft that concerns me is hacking theft/fraud of investment accounts and property titles. I have two-factor authentication on every kind of account I have, including banking and investme...
Have you ever tried to pay with Bitcoin only to be met by a blank stare from the cashier? It can be incredibly frustrating, right? Crypto debit cards are here to make you forget the hassle of conversi...
Americans' top regret is not starting to save early enough for retirement. Here's what you can do about this and other financial regrets....
If you are exploring a unique retirement, it is important to do your research. The best way to research something is to talk to someone who has walked the walk. That’s why, on this episode of Re...
Becoming an expert witness has risen in the list of alternate jobs for physicians in the US. Why? Many ongoing ... Read more...
curiosity, sex, retirement, Dr. Ruth, transitions, taboo subjects...
Examining the 5 reasons you might want to retire ASAP with Ashley Micciche....
Life is interesting. And that’s a good thing. How boring would it be if every day on this planet was the same? For about a decade now, we’ve made some choices that have swung our days into...
The Medicaid expansion in 41 states that began a decade ago has helped low-income workers in numerous ways. Millions have gained health insurance for the first time under the program, which saves live...
The release of the Federal Reserve’s 2022 Survey of Consumer Finances offers a chance to catch up on the retirement saving of Millennials – those born during 1981-1999. This group, despite...
If your retirement plan assumes a thirty-year retirement, will you be able live comfortably if it turns out you’ll live another ten years beyond that? A QLAC can help...