Discover the Best Insights for Every Stage of Retirement

Veterinarians May Use AI to Treat Pets

Veterinarians May Use AI to Treat Pets...

7 Dating Dos and 7 Don'ts

7 Dating Dos and 7 Don'ts...

Four Life Hacks To Help Retirees Set The Course For A Long Life

Four Life Hacks To Help Retirees Set The Course For A Long Life...

Americans Think They'll Need $1.8 Million in Retirement

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You Need a Retirement Contingency Plan: Five Steps to Get It Done

Planning for the unknown in retirement might sound impossible, but you can manage it by breaking it down into these five components....

Social security early for working spouse

This might seem like an odd question but I've been getting conflicting advice. Husband 71 and retired with pension and SS. I'm 65 and working full time at the moment. My full SS is 66, 10 months. My h...

The Sunday Best (07/28/2024)

The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...

A One-Step Process For Recovering From Financial Screw Ups

Before addressing root issues and finding the best financial tools and techniques, here is a one-step process for recovering from financial screw ups....

Advantages And Disadvantages Of Using TOD Accounts To Avoid Probate

Transfer on death accounts are growing in popularity, but be sure to know all the angles before using one....

The Financial Impact of Car Insurance

Discover how to effectively manage car insurance premiums within your household budget, prepare for emergencies, protect your assets, and align your coverage with your financial goals....

Life insurance in retirement?

We are both on all 401k and ira accounts. Our pensions have 100% survivorship to the other spouse. That's sad, I'm wondering about life insurance. Currently I have life insurancev my employer but that...

Organizing Medical Records - Suggestions? Resources? Forms? Successes? Tools?

I'm retired, I have gotten our finances organized, next step is getting health records organized for both of us. seems every doctor has different questions on past medical conditions, How do I put tog...

How to Hire a Caregiver: Tips for Finding the Right Fit

When a loved one needs a little (or a lot of) help, take heart. You have options. Here's where to start looking for the support you need....

Check Your State’s Tax Law Before Converting An IRA

Some states tax IRA conversions differently than the federal government. Know the details before you decide on a conversion....

How financial advisors can serve clients diagnosed with dementia

By blending empathy, pragmatism, prompt action and effective communication, financial planners can have an outsized impact on clients with dementia and their families....

Who Is John Galt? It’s John Bogle!

How are John Galt and John Bogle similar, and how did they manage to change their respective worlds for the better? The post Who Is John Galt? It’s John Bogle! appeared first on The White Coat I...

Social Security Login Changes Taking Effect Soon

my Social Security accounts created before 2021, are transitioning to the Login.gov platform....

Protect Your Loved Ones With an Estate Plan

Here are eight things you can do to help protect your family....

Vanguard vs. Fidelity: When First Class Is Cheaper than Economy

In a surprising twist on the classic “Vanguard vs. Fidelity” debate, seasoned financial advisor Steve Abramowitz shares his unexpected findings ... Read more...

What Is A Mortgage Recast, And When Is Better Than A Refinance?

Imagine a financial strategy that can lower your monthly mortgage payments, save you thousands in interest, and bring you closer to the dream of early retirement. Mortgage recasting is a powerful tool...

Comprehensive Mercury Car Insurance Review 2024

Discover comprehensive insights into Mercury Insurance, including customer satisfaction ratings, coverage options, pricing, and discounts. Learn how Mercury stands out in affordability and service for...

Planning Retirement as a Single Person - do I need more or less?

I (50f) am working on my final phases of retirement planning as a single person. Even if I were to find a partner, I would not get married again and plan on financially supporting only myself in the f...

Life Insurance Settlements Experience

I (64F) am retired. My husband (65M) has a term life insurance policy that we may want to sell as the premiums are escalating to the point of becoming unaffordable. We have met with 3 different planne...

Financial (and life) management without close relatives

My wife and I are in our mid-60's and retired. We (supposedly ;-) have enough money to last us through our lifespans, We do not have any children or close younger relatives and we both have parents wh...

Surprising Finding: Tooth Loss Associated With Increased Dementia Risk

We may not think that gum disease and tooth loss can be risks for dementia. Solid research shows that they are. Attend to aging parents' oral health....

Why these authors want you to spend your money and die with $0 saved

According to the book Die with Zero, we should all run out of money just as we run out of life. Here’s a summary of that book and a few others that explore this theme and variations on it. The p...

Even Experts Don’t Always Get It Right: My Relocation Journey

I’m sharing our Colorado relocation story. Despite a few mistakes, we're finding balance in living well now and planning for the future....

Solving Social Security’s Funding Shortfall Requires Acknowledging Uncertainty

We know what we are dealing with, and can take steps to address it. The key metric used to summarize Social Security’s financial status is the 75-year deficit. This number is the present discoun...

How Much Does Inflation Affect Retirees?

For several years before the pandemic, everyone became complacent about an inflation rate hovering reliably around 2 percent. We were jolted from our torpor by the COVID spike in inflation to nearly 9...

Comprehensive Mapfre Insurance Review 2024

Discover the key aspects of Mapfre Insurance, including customer feedback, coverage options, pricing, and discounts. Get insights into customer satisfaction, claims handling, and additional services o...

A Parent’s Existential Crisis: When All Financial Obligations Are Met

After publishing my post, “When To Stop Contributing To A 529 Plan,” I felt a sense of emptiness. For years, I had been trying to find a logical way to decide when to stop saving for my ch...

How to Risk-Adjust Returns

The concept of risk-adjusted returns is important to understand. While calculating returns is relatively standard, risk is harder to measure. The post How to Risk-Adjust Returns appeared first on The ...

12 Negotiation Techniques You Need to Know

Doctors and other high income professionals are often completely naive about the basics of negotiation. Here are a dozen tips that can help. The post 12 Negotiation Techniques You Need to Know appeare...

Olympians Who Became Doctors

As the Paris Olympic games are set to begin, let's take a look at past elite-level athletes who went on to become doctors. The post Olympians Who Became Doctors appeared first on The White Coat Invest...

Social Security Issues Two Alerts

The Social Security Administration recently issued two alerts, one describing an important change and the other warning about a new scam....

Leaving Social Security Untouched May Drive 3.8M Seniors Into Poverty

Failing to fix Social Security's looming financial shortfall would throw 3.8 million seniors into poverty by 2045. Median promised benefits would decline by $5,900....

Retire Aboad? Here’s What You Need To Consider First

Discover the key factors to consider before deciding to retire overseas, including affordability, taxes, medical insurance, and residence requirements....

The Best Places To Retire Abroad In 2024

For Americans retiring abroad, discover top retirement destinations around the world offering affordability, healthcare, quality of life, and beautiful surroundings....

Why Your Credit Score Is Important For Securing Business and Personal Loans

Learn how credit scores impact loan approval, interest rates, and borrowing options for both personal and business loans. Discover strategies to improve your credit score and enhance financial stabili...

Top 5 Impacts of Social Media on Business

Discover how social media is revolutionizing business communication, increasing competition, and enhancing customer loyalty. Learn key strategies to leverage social media trends and market research fo...