Curated articles and podcasts from trusted financial experts and real retirees.
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The latest enticing lottery prizes are the product of misleading advertising and high interest rates, our columnist says....
If you are trying to decide which Nasdaq 100 ETF you should invest in, then you likely came across QQQ ... Read more...
This question is being asked more than ever these days, so here’s what you can do when it comes to making Medicare decisions while you’re still working....
Social Security benefit cuts are gathering political attention again....
Buying a home is often considered the biggest financial decision people make in their lives. As a result, it makes sense as to ask yourself whether buying is the right choice when compared with rentin...
Food prices rise. Consumers struggle. Will food prices fall? Will the Fed reach its 2.0% inflation target? Will the cost of milk, bacon, and other staples decline?...
Retirement planning should start from the inside with your values, goals, and dreams, not be dictated by outside rules and guidelines....
Some Medicare beneficiaries may pay lower coinsurance rates from April 1 to June 30 for the drugs, HHS says....
VUAG and VUAA are two S&P 500 index ETFs. This means that they track the performance of the largest 500 ... Read more...
These mountain towns feature majestic peaks and reasonable housing costs....
Have you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings. To...
I’ve travelled a decent amount in my life, and there are a handful of places I’d maybe like to see but it’s okay if I don’t. I have a part time job that I love and want to cont...
I’ve been thinking about building blocks recently. The thought originated when I built something a few weeks ago, and I’ve been thinking about building blocks ever since. I’ve realiz...
The power of the human spirit. Resilience. Forgiveness. Advocacy. Redemption. Character. Faith. These are just some of the words that came to mind when I reflected on our guest today, Stephany Bening,...
My co-workers are 24 to 38. My boss is 37. Her boss is early 40's. I am 60. I have five years to go. I remember being that young and I get that they do not even know what they are doing. They simply c...
VYM and SCHD are two ETFs that are some of the market’s highest-performing and well-known dividend ETFs. Both of these ... Read more...
VOO is a market index ETF that aims to track the performance of the overall US market using the S&P ... Read more...
Life insurance not only provides a safety net for loved ones and leaves behind a lasting legacy, but the cash value can also help during financial hardship....
The pop star’s recent memoir reveals the toll her involuntary conservatorship took on her and spotlights the drawbacks of these legal arrangements....
Good news: you can. Not-so-good news: it isn’t the best way to make extra money. While you can get paid to watch ads, you may find that the earnings aren’t worth the time spent. We found s...
Seven million low-income Americans who would qualify for SNAP food stamps are not receiving them. And millions have fallen out of their state’s Medicaid coverage or Children’s Health Insur...
Thebrief’skey findings are: Our2023 Small Business Retirement Survey looks at why some small firms offer a retirement savings plan and others do not. Factors that affect whether small firms offe...
This is my 15th yearly retirement budget first quarter test since I retired young at age of 51. When I mentioned retirement budget challenges with every new year’s first quarter to a yet to reti...
Who stands to gain the most from the settlement reached with the National Association of Realtors regarding commission price collusion? The clear beneficiaries are residential real estate investors an...
Nearly half (44%) of all American households with members aged 55-64 have no savings at all and will have to rely entirely on Social Security....
The suggested solution from many who make it can leave regular people thinking they’d still get the same amount. It’s a case of bait and switch....
Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–being forced with an early retirement. We all know that layoffs are part of the corporate landscap...
Who woulda thunk it? I’m a little over a year from turning 50 and I couldn’t have imagined that I would be posting about aging well! I guess time flies when you’re having fun, right?...
Here are some tips to help you avoid falling for a scam, especially when a scammer tries to prey on your affection....
If I should pull the trigger. I’ve been with same company for almost 35 years. I have planned to retire at 59.5 for a while now. We will be debt free, and financially be fine. But, I hate leavin...
I am 66 and retired for two years. I've owned whole life policies for over 30 years and have accumulated a cash value of +400k. (I know, it was a bad investment, but here we are). Death benefit is abo...
The Labor Department’s latest push for a new fiduciary rule would protect investors’ retirement savings and require financial services providers to change....
Check out the latest podcast episode on retirement planning and Social Security by listening on “Apple Podcasts” or “Spotify Podcasts” and watch more retirement planning videos...
(TLDR: A 2-minute stream of consciousness about aging, friendship, and happiness). Like a blurry-eyed man standing in front of a mirror, I lived most of my life without much introspection. Could I att...
A friend, new to Medicare, asked me whether Medicare covered annual physicals. Spoiler: it does not....
The labor market has been booming for years, but the speedy recovery from the depth of the pandemic-induced recession has been uneven....
The easiest way to become a millionaire is to max out your 401k contributions every year. It’s a lot of money to put away but trust me. Your 401k will grow and become the foundation of your port...
Figuring out when it’s time and knowing how to talk about it are just the start. You also need info about estate plans, insurance and health care decisions....
How much money do you need to save … To retire successfully today? Is it $500,000? A million dollars? 5 million dollars? Have you come up with a number that will allow you to finally retire? Mo...
Are you looking to invest in a market index ETF? If you are, you likely came across VTI and SPY. ... Read more...
When it comes to S&P 500-indexed exchange-traded funds, Vanguard provides two key ETF options: VOO and VOOG. When deciding between ... Read more...
BlackRock Chair/CEO Larry Fink calls on companies to help support an organized, high-level effort to address a looming retirement savings crisis....
Americans are taking early withdrawals from their 401(k)s at record rates “across different ages and income levels.”¹ According to Capitalize, “Half of Americans have made early...
Flat-fee financial advisors aren’t for everyone. In fact, there are three types of investors who should steer clear of flat-fee financial advisors. In today’s episode, we’ll talk abo...
I’m a 54F who really wants to retire in two years. My partner and I have planned for retirement at age 59. He said he is okay with me retiring in 2 years-but I’m concerned he will be resen...
Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall. How should he cover it? Skipper in Texas has some unusual pension options, which makes the most sense fo...
This month’s resources start by exploring the impact of rising interest rates on your retirement planning. We’ll also contrast the difference between investing and speculating. Articles fr...
In the world of personal finance, we are constantly bombarded with messages about things that could significantly improve our financial ... Read more...
VOO and QQQ are two of the most popular Index ETFs on the market. While both are well diversified, have ... Read more...
Listener Drew asks about a tax strategy for juggling capital gains and Roth conversions. While it can be a complicated question – especially when large accounts are involved – James provid...