Curated articles and podcasts from trusted financial experts and real retirees.
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As a Chartered Financial Analyst with over 20 years of experience in real estate investing and financial services, I’ve seen firsthand the financial advantages of owning a home versus renting. I...
Sixty-seven percent of parents expect to pay at least some of their children's higher…...
Monday’s thousand-point drop in Dow put many retirement investors on edge, but best move is…...
Sixty-seven percent of parents expect to pay at least some of their children's higher…...
As a result, Summer will acquire several of Vault’s assets, intellectual property, and…...
A new bill introduced by Rep. Brittany Pettersen would revise ERISA to expand retirement…...
The average 401(k) contribution rate held steady at 6.5%...
As the presidential election draws closer, a look into possible Social Security policies…...
The complicated way Social Security is taxed can catch middle-income earners by surprise....
You may have been hearing more about the so-called “Yen carry trade” lately. But what exactly is the Yen Carry Trade and why should you care?...
Alight’s 401(k) Index shows yesterday’s trading volume was more than eight times above…...
However, respondents to a Northwestern Mutual survey still expect their 401(k) or retirement…...
Recordkeeper’s earnings of $236M in Q2 2024 represents 19% year-over-year growth...
If you've been a good saver and face large required minimum distributions (RMDs), then you need to plan for how to head off or limit higher Medicare premiums....
When you're gone, you want your heirs to be happy and successful and for your life's legacy to live on. Creative estate planning can help with all of that....
Investing in private markets can help lower portfolio volatility and potentially achieve better returns. Here's what to know before deciding to dive in....
There’s something sexy about a shiny gold bar, but should you go for the glitter? If you're tempted, a four-pronged investing approach could be best....
The S&P 500 is now roughly 8.5% off its all-time highs last month, foreign stocks are getting hammered, and the crypto markets saw over $1 billion in liquidations over the past weekend. What is ca...
The biggest change coming to Medicare may be the $2,000 cap on Part D drug costs which has spawned a new program: the Medicare Payment Prescription Plan or MPPP....
Taking legal control away from an impaired elder's access to free spending can make them mad. But the risk of their anger is worth it. Family can stop financial abuse....
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Hi -- I am a reporter at USA Today, and I am halfway through an article about people who are retired and living on their Social Security checks. I want to find a few more people to interview. If you a...
I worked long and hard to make it to my role now where I make $130k per year. I am 59. I'm saving 45% of income and have $225k in retirement accounts. My plan on paper is to quit working at age 67. Hu...
While many people look towards retirement as a golden period during which they can finally relax, that isn’t the case ... Read more...
It’s hard to know how much house you can afford. Actually it’s easy to know how much house you can afford. It’s hard to know how much house you should afford. The McDonald’s Pr...
Should you max out your 401k? It’s an intimidating idea. Before jumping into why you should max out your 401k, let’s step back. If you are under 50, you are allowed to contribute up to $22...
How can Medicare B not be covered automatically when benefits start regardless of the impact of work earnings? I am enrolled in Medicare part B while continuing to work. My benefits began, but my earn...
It is not difficult to find people who have received a fake email claiming to be from the government or a retailer asking them to clear up a problem with their Social Security number, tax filing, or r...
I have 401ks, SIMPLE and Traditional. In preparation for retirement I’d like to simplify by rolling my 401k and SIMPLE IRAs to one Traditional IRA. Assuming I keep the same funds, are there any ...
Traditional planning for the cost of long-term care doesn't reflect the realities of what the costs are and how they'll be paid....
When you're paid less, it's hard to get by, much less save for retirement. And your Social Security benefit could be lower, too. What's a woman to do? Invest....
A 401(k) is a powerful retirement tool. Here's how they work and why your older self will thank you for investing in one....
Explore Bristol West Insurance Group, a Farmers subsidiary specializing in auto insurance for high-risk drivers....
It’s inevitable that stock market crashes will happen during your retirement; plan ahead to protect yourself....
The economy is in a rough place right now, and everyone is feeling it. And yet, social media would have ... Read more...
Americans still believe they need $1.8M to retire comfortably, Schwab study shows...
Gary is a 73-year-old with $8 million in savings. Despite having substantial assets, he’s concerned about missed opportunities for Roth conversions as he faces significant required minimum distr...
I'm interested in the idea of no taxes on Social Security benefits. I understand that this is a campaign promise by a presidential candidate but feel it is something that AARP should support....
Starting on July 16, 2024, we had a mini-stock market crash with the S&P 500 declining from 5,667 to 5,186 by August 5, 2024 (-8.5%). The NASDAQ saw a larger drop, falling from a high of 18,647 on...
Breaking down the 4 steps of the "live to 100" strategy as life expectancy increases and conventional retirement wisdom struggles to keep up. Average life expectancy in the United States rises with ea...
Many couples trust each other and have shared goals for retirement, but more than half have yet to put an estate plan in place....
Hello out there! It’s been a while since I fired up the keyboard. Summer is here and I’ve been busy with the family moving about the country: And it’s not over yet. Phew. After that,...
It is natural for a parent to want to help their children financially, but helping kids financially isn’t always the best decision. You may end up hurting them more than helping them – esp...
Why don't Medicare Part D plans cover drugs like Wegovy?...
Here's how financial advisors recommend helping a client who feels in danger of losing their sense of purpose or identity when entering retirement....
What’s the biggest risk to your retirement savings today? Most people think it’s inflation, the cost of healthcare, or taxes. But according to BARRON’S Magazine… The biggest t...
Did you know… 96% of Americans forfeit an average of $111,000 in social security income… And it’s all because they file for their benefits… at the wrong time. Discover how&h...
No one can exactly predict the direction of interest, although we can make educated guesses. According to a recent article ... Read more...
Learn how to protect retirement assets from financial elder abuse....