Curated articles and podcasts from trusted financial experts and real retirees.
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Many of my readers are concerned about how they will survive financially after retirement, especially when they realize how small their Social Security benefits will be, compared with what they curren...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
As stated in the title. What is the optimal amount of money to keep in liquid cash while one is in retirement? I currently have about 3.5 years' worth of expenses in a combination of a money market ac...
I officially retired 6 years ago, on July 5, 2018. Before I retired, I was curious about what life would REALLY be like in retirement. Now…I know. I started The Retirement Reality Series to sha...
The new year is a popular time to set financial goals, but now is the ideal time to check how you're doing. Four tweaks could make a big difference....
Could Noah have been a good retirement planner? On this episode we discuss a number of possible comparisons between Noah's planning process and preparing for retirement. Glenn is available for in pers...
Jonathan Clements, columnista de finanzas personales de The Wall Street Journal, tiene muchos ahorros. No le disgusta que una enfermedad mortal le impida gastarlos....
My Dad retired in 2002 with a 403(b) and lifelong teacher’s pension. Unsure of his retirement savings, some fellow retired teachers recommended a financial advisor who “specialized in reti...
Here are some strategies for utilizing whole life or indexed universal life policies to convert your traditional IRA to a Roth with LTC protection....
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth....
One in four 20-somethings in the Boston metropolitan area said in a recent survey that they are planning to quit urban life. Their biggest reason: high housing costs. South Carolina, on the other hand...
The IRS and the Treasury Department released final regulations on RMDs related to the SECURE Acts....
There's a classic saying, “Youth is wasted on the young.” It's meant to convey that those who are young lack the perspective to appreciate all the advantages of youth and thus take it for ...
Hello everyone. I retired June 1, at age 65+8 months. I know, that's a year ahead of 'full retirement age'. Fact is, I was tired. I'd been working full time for 44 years, that felt long enough. My wif...
We need to declutter our portfolio. We also need to rebalance our holdings to align with our goals but we have multiple accounts, account types (taxable vs non-taxable) at different brokerage companie...
Consider these retirement spots in England, Northern Ireland, Scotland and Wales....
Doctors, lawyers, engineers, teachers – all the tired horses are in the sun. So, is it really a wonder there’s ... Read more...
How are you feeling about the upcoming elections? Until about a week ago, I think that many folks might have had November on the periphery of their radar, especially if they don't live in a contested ...
Retirement savers can reap benefits in the conversion if they are able to pay a tax now....
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! Logging in to Your Social Security Account? You May Find a Surprise. SSA sign-in change will affect millions of My Social Security users. By Andy Markowitz, ...
Long story short, I work a full time job and I will be 67 yrs old . I recieved a notification from SS that I can start collecting my full SS. Friends are telling me not to start collecting since I am ...
SSA.gov - Office Closings and Emergencies-Closures or Delays Affecting In-Person Service From the link ~ Due to widespread IT outages due to the global Microsoft and Crowdstrike issues, local Social S...
Save on Car Insurance Today Explore and compare rates from over 50 top insurance companies, including Progressive, Travelers, AAA, and Nationwide, to find the best car insurance deals. Get Your Free Q...
Can your children or other loved ones be trusted to have unfettered control over substantial assets and cash?...
There's a time and a place for taking on risky investments. Don't even consider speculative bets before you've built a strong financial foundation....
The IRS has issued final regulations focused on required minimum distribution (RMD) rules for inherited IRAs....
For many individuals, the dream of retiring early is a goal worth striving for. Whether it’s pursuing passions, spending more time with loved ones, or exploring new adventures, early retirement ...
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I worked at a company headquartered in NC for 20+ years. That company was one if the few remaining companies to offer a pension. I have left the company but haven't started taking my pension. Word on ...
Be sure to read our latest Advisor Perspectives article about the “buckets” used to fund essential and discretionary expenses in retirement under the Actuarial Approach....
Listener Michael asks about how Social Security is taxed, the rationale behind the 50% and 85% tax thresholds, and the implications of these taxes on Social Security and IRA withdrawals. James respond...
A quarter of participants surveyed are also borrowing from their retirement accounts, finds…...
Still, adoption among advisors is growing in small doses, finds Cerulli...
Over half of women in the "Peak 65" demographic have less than $100,000 in retirement…...
Does anyone have experience with an ACO (Accountable Care Organization? I read some of the material provided but still not sure if this really is a no cost added benefit. Sounds more like an HMO-type ...
Here's a song I found on YouTube yesterday that I can't recall having heard for a very long time. It is one of the most beautiful songs ever released. One of its composers and lead singer passed away ...
How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick’s tax loss harvesting transaction a wash sale? At ...
My favorite scene in the movie Arbitrage (spoiler alert) is where Richard Gere's character, Robert Miller, negotiates the sale of his business to a rival, James Mayfield. Miller, who has become increa...
Identifying and understanding 5 simple marriage money talk steps you can take to improve your understanding of finances within a marriage and work towards a common goal. Money is one of the most conte...
The Retirement Law Group today announces rebrand to FLC and the addition of Matthew Eickman…...
A new report by PGIM analyzes whether the U.S. is undergoing a retirement crisis, and how…...
New ICI research shows lower fees have helped savers earn higher returns, balances in retirement...
New research from F&G shows 2 of 3 pre-retirees over 50 are considering postponing their…...
The deadline to submit nominations is August 26...
Caregiver’s Guide to Smart Home Tech...
