Curated articles and podcasts from trusted financial experts and real retirees.
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Taking into consideration the time of the month and the time of the year can make a difference in your retirement income....
A rollover IRA might be in order to help protect your retirement savings from potential (and potentially disastrous) market downturns....
I’ve been a self-directed investor for almost thirty years. Self-managing my investments has saved me tens of thousands in fees, though I’ve been susceptible to my own investment biases an...
After delving into the exorbitant prices of new luxury cars, I've come to the realization that a larger segment of the population is purchasing such vehicles than I initially thought. This trend poses...
Below, we’ve created a list of 12 true online, work-from-home positions with no upfront investment. None of the roles listed below require purchasing inventory, buying a paid course, or any othe...
In making their decision, they ran all the numbers, including arguably the most valuable one of all: time....
VOO and CSPX are two S&P 500 Index ETFs. They aim to track the performance of the largest 500 companies ... Read more...
Citing a rapidly aging society, difficult job market and uncertainty about the future, some young people are rejecting the idea of saving for old age....
If you’ve reinvented your life after retiring from a career, we want to hear how it’s going and any advice you have for others....
The Wells Fargo Active Cash has mastered the art of simplicity without compromising on value. With 2% cash back on ... Read more...
Focusing on “the number” is the wrong way to decide whether you can afford to retire and it won’t help you manage your retirement finances....
Years ago, people turning 65 would retire and enroll in Medicare. But that has changed. Today, more people are working longer....
JEPI and SCH are two of the market’s highest-performing and well-known dividend ETFs. Both of these ETFs aim to generate ... Read more...
Recently, a doctor finishing training asked me how to start their investing path for Financial Independence (FI) even if they ... Read more...
The dream of retiring comfortably has become more expensive than ever for most Americans, study shows....
Here are some do’s and don’ts (plus a never) for when it comes time to create your retirement income plan....
Let me tell you a story about two of my friends, Adam and Benjamin (not their real names). Adam grew up under some difficult circumstances. His parents filed for bankruptcy when he was just five years...
A mentally ill family member can wreak havoc with aging parents. Families are often reluctant to take legal action to protect vulnerable elders....
At first glance, the Capital One SavorOne and Quicksilver look more like twins than siblings. They share common features such ... Read more...
Don’t leave your legacy up to someone else....
Michael Kitces is one of the innovators in the retirement planning and financial services space.His blog and ecosystem of resources help retirees and financial advisors gain the base knowledge needed ...
Sanders is a Senate committee chair. Ghilarducci is a tenured professor. They should know better than to cite data we know with certainty to be inaccurate....
I've been told that I can begin collecting my pension at the age of 60. I'm no longer working in that state so I've been an inactive member for the past 4 years. The amount that I get paid won't go up...
I'm 2 years away from retirement (when I'm 70). right now, I'm working full-time, and I'm really tired on the weekends. I also can hardly do one extra thing a week (socializing) or it also really wear...
Key Points Best places to find data entry jobs with no experience are Startup Jobs, FlexJobs, and RemoteJobs.io. Data entry specialists digitize data, often copying it from a written format into a dig...
For a solid estate plan, you should put powers of attorney in place, designate beneficiaries, tackle tax planning and more....
Legal costs, how assets are divided, and other expenses can be eyebrow-raising. Being prepared before you start the process is critical....
Using after-tax savings to buy an immediate annuity could shift your taxes on income to later years, when you might have expenses that can offset higher taxes....
Financial advisers often encourage older workers to delay signing up for their Social Security as long as possible to maximize their monthly income. But several of our blog’s readers point out, ...
Good news for wages and Social Security tax base, but will costs stay flat? Health care costs are a large and growing share of the nation’s GDP. One way those costs feed into the general economy...
Listener Ray is wondering what to do with his home as he embarks on a nomadic, van-life journey in retirement. Should he sell it to finance his travels or retain it for potential appreciation and cash...
Today Kathe Kline, together with guests Barbara Mock and Marni Jameson, dive deep into the emotional and practical aspects of rightsizing in retirement. This episode isn't just about downsizing; it's ...
Living or retiring abroad doesn’t absolve you of your responsibility to file a U.S. tax return....
I watch this sub pretty closely as my husband and I are closing in on the window of time that "retirement" seems like a close reality as opposed to something far off in the distance. I also work in th...
Managing expenses is critical for any business, especially for healthcare providers facing rising costs and lower reimbursement rates. Nitra offers ... Read more...
There are limits to growth on these popular investment products. What happens when they hit this barrier? And does this place your retirement at risk?...
Hey, everyone. It’s April and spring is here. What’s that bright ball in the sky?! Oh, it’s the sun. That’s what Portlanders say after a long gloomy winter. Finally, we have a ...
Household wealth has substantially and equitably increased during the pandemic – from December 2019 to December 2023....
The Social Security Administration announced a change to how overpayments are handled....
No two people spend or save the same way. What works for you may not work for someone else. But there are tried-and-true ways to save more and build wealth for retirement. Use the following 3 personal...
A no-annual-fee card is often code for compromise. Being frugal can mean losing on generous rewards and tempting welcome bonuses. ... Read more...
ITOT and VTI are two of the most popular total market exchange-traded funds (ETFs). These two ETFs aim to provide ... Read more...
Today’s post comes to you from a guest anonymous writer who wrote about negotiating employment as the leader of an ... Read more...
Is navigating Medicare really that complicated? I have a lot of ads popping up on my feed. One that looks interesting is Boomer Benefits. Then I see many from independent brokers. Do these people real...
In today's episode, we discuss the landmark $418 million settlement involving the National Association of Realtors (NAR) and its potential implications for the real estate industry. As retirees and ot...
The fact that Sanders favorite factoid isn’t even close to true tells us about the quality of the discussion over the U.S. retirement system....
The last time we visited Isla Mujeres was back in 2017 and we were on a scuba diving day trip to MUSA, the world-famous underwater museum, led by our Airbnb host, Diego, a scuba dive instructor. He&rs...
Nice to see two more recent articles in the retirement income press discussing the advantages of dynamic retirement approaches like ours that use guardrails to adjust spending in retirement. These two...
Roth conversions can be a powerful retirement-planning strategy. Watch this clip from Retirement University’s online course, “Tax-Saving Strategies in Retirement” to learn how Roth c...
Retirement is your time to enjoy the things you postponed during your working years. Many of our clients enjoy being able to travel and indulge in the things they have saved for so diligently. Sometim...