Curated articles and podcasts from trusted financial experts and real retirees.
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I don’t know if this is the type of question that’s allowed here, but here it goes… My husband is inheriting a large sum of money (about $1M) from his recently deceased father, some...
Right now in Indiana anyway is the time for County Fairs. This is the first time I can get in for free with my senior citizen status. Plan on going next week. I absolutely love the smell and feel of t...
I was examining our retirement funds with our financial advisor's website. The projection is showing them to keep increasing after we retire. Is this normal? Do we need to maybe re-evaluate our spendi...
We ask too many what and not enough who questions. When we understand what’s most important to someone personally, we can simplify the most complex financial issues....
There has been a lot of discussion about asset allocations in retirement, and I suppose there always will be. My conclusion is that many asset allocations "work" in retirement, but they all work diffe...
Decided a long time ago that I would retire as soon as I could, but thought it would be at 65 years old or 62 the earliest; been watching our investments increase with the recent market surge over the...
We love to road trip, camp, and generally seek fun and adventure. Two years ago we spent 108 days and drove 15,000 miles, all the way to Alaska, camping all the way. We even drove to the Arctic Ocean ...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
Before you start packing, you might want to check out the potential impacts on your taxes, investments, retirement planning and estate planning....
Today, we’re diving into something that’s not exactly fun to think about but is absolutely crucial for your financial peace: writing a personal will. Now, I know talking about writing a wi...
Take action now to make sure there will be enough retirement income for the surviving spouse when one of you passes away first....
Fifty years after Congress passed a landmark retirement law, 401(k) and I.R.A. accounts enrich mostly higher-income households. Here are five ways they can be improved....
Jonathan Clements, a longtime personal finance columnist for The Wall Street Journal, has a lot of savings. He’s not mad that a fatal illness will keep him from spending it....
If you remember Paul Harvey, you probably remember him talking about “the rest of the story”. On this episode we discuss 5 retirement topics that sometimes have more to them then what meet...
By Max Schloemann, Guest Writer Social inflation in the United States continues to intensify and bear influence on liability-based industries. This cultural shift toward more extravagant claims and in...
Understanding the trends and statistics that are associated with retirement is important. Retirement age trends and statistics offer valuable insights into the shifting landscape of retirement in the ...
I was scrolling YouTube last week when the following video caught my eye: As soon as I saw it I thought, "Wait, haven't I seen this before?" I searched "impossible curl" on YouTube and I was right. Wi...
We've all heard the phrase, “Be greedy when others are fearful, and fearful when others are greedy.” But what about being even greedier when others are greedy?! As I sat peacefully in the ...
If you have a rental property that is generating positive cash flow and is expected to appreciate in value over time, then you must hold onto it for as long as possible. The problem, however, is you m...
Aging in place often requires costly and time-consuming home renovations....
Per today's SSA Blog, going forward users must use either an ID.me or a login.gov to log into their SSA account You can still use your username and password for "awhile". And the blog says there are h...
Retirement age plays a significant role in determining the benefits you’ll receive during your retirement years. Understanding how your retirement age affects benefits is crucial for making info...
Hi all, My husband (66) is planning to leave this fall from his job of 30 years with a pension. I (65) have a small business and work PT which I plan to keep doing to some extent. We both plan on taki...
Abstract This paper reviews the theoretical and empirical literature on micro pension products for informal sector workers in developing countries. Micro pensions provide a mechanism that allows these...
Maximizing your tax free income in retirment is worth celebrating. Keep reading as we share way to get more of your retirement income from getting killed by taxes....
Our life decisions are often determined by the amount of money we have at the bank. Having too much means having flexibility in terms of your lifestyle. However, you could be a high-earner and, at the...
A Medicaid asset protection trust can help ensure your protected assets go to your beneficiaries rather than your long-term care, but it has to be set up properly....
He's 56, she's 32. How does this 24-year age difference impact retirement plans for "Bonnie and Clyde", and what strategies should they implement now for the most tax-efficient retirement possible in ...
The GOP platform is filled with promises for “our Great Seniors.” But there is little policy behind most campaign pledges and many irreconcilable contradictions....
President Biden and retirement in America. Reasons why President Biden is reluctant to retire and step aside. Former President Trump, Mitch McConnell, Nancy Pelosi....
In the crucible of COVID, the Medicaid expansion that was part of the Affordable Care Act made a difference to older Americans, who were more vulnerable to becoming seriously ill or hospitalized from ...
Millennials are saying only one or none to having children - what might declining birth rates mean for their retirement planning and living in old age?...
If you own a rental property and are thinking of selling, don't do it unless you absolutely have to. To build great wealth, aim to own your rental property for as long as possible. As fate would have ...
When it comes to investing for your financial future, understanding the tax consequences is important to growing wealth. Because it’s not just what you make, it’s what you keep, that count...
Instead of relying on selling stock to fund your retirement, consider these actions to safeguard your retirement income....
I met the blogger Frugal Professor last week when he traveled to my area for a family gathering. I learned from his blog post that he earned over $5,000 tax-free by transferring a Roth IRA to Robinhoo...
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...
Managing expenses is critical for any business, especially for healthcare providers facing rising costs and lower reimbursement rates. Nitra offers ... Read more...
Lanju Photografie, Unsplash Recently a friend reached out asking for my take on concerns raised in this article: What Goes Up I hate these kind of requests, probably because every time this sort of ha...
Project 2025 also known as Agenda 47 cuts Social Security benefits by raising the retirement age. Why have we heard nothing from AARP on this? If you aren’t familiar with Project 2025, It’...
Learn how to calculate the impact on your pension from changing your start date and evaluate the value of your pension based on your financial situation. I recently received a question from a listener...
For your next good read, how about a book that will help improve your financial future?...
The moment you’ve been waiting for is here! The Rock Retirement Club has opened its doors once again. Enrollment is open until July 18, so head on over toRock Retirement Club to sign up today. A...
What time is it? It’s Case Study time! Kristy & Bryce, First and foremost, I LOVED your book and continue to get so much from listening to it, as well as your blog posts and Podcast intervie...
Tax planning to minimize state taxes can help you pay few taxes over your lifetime. Where you choose to live can play a big role in the taxes you pay in retirement....
It's pretty common now to see articles online talking about how crypto investing could be a valuable way to save for retirement. Some have gone so far as to say it's one of the best ways to secure eno...
Retirement means different things to different people. This can range from opening up a new business to "if you're working at all, you're not retired". It can mean devoting yourself to unpaid service ...
Listener Nael opens up a discussion about Roth conversions. There are benefits to doing Roth conversions, but can you do too many? Are there any downsides to Roth conversions? Reaping the tax benefits...
We talk a lot about capital in this era. Money is important, and that’s more significant now than ever. From ... Read more...
Hello, I am being forced into retirement at the early age of 60. I have been out for 1 month now and I don't really like it. I will be sufficiently comfortable financially but the perspective of no lo...