Discover the Best Insights for Every Stage of Retirement

2024 Maximum Social Security Benefit

Learn more about the maximum Social Security benefit and how it affects retirement planning...

How to Make Money Without a Job: 21 Ways in 2024

Most methods for earning money require you to work, at least to some degree. But after a long day at work, you might be looking for ways to earn that don’t require you to pick up yet another gig...

The Holy Sale of Investing

I've always liked Tony Robbins, so when I heard he had a new financial book coming out, I was intrigued. Robbins' doesn't have a traditional financial background, but he did write Money: Master the Ga...

Medicare Advantage Reigns. So Who Still Buys Medigap?

Low premiums, aggressive marketing and extras like dental care and prescription drugs have propelled Medicare Advantage plans to half of the retiree insurance market. Nevertheless, some people still p...

Why Did IBM Reopen Its Defined Benefit Plan? Will Others Follow?

Thebrief’skey findings are: IBM has reopened its defined benefit plan to use the plan’s surplus – rather than corporate cash – to fund retirement contributions. This shift has ...

Favorite Gifts for Senior Citizens and People of All Ages

When I was a young woman, and my parents and grandparents were still alive, I could never figure out what to give them for holidays and special occasions. "Not another sweater," they would say to me. ...

Americans’ Retirement Literacy Is Lacking, And It Matters

The American College of Financial Services' fourth Retirement Income Literacy Study finds that older Americans lack actionable retirement knowledge....

Should Congress End Retirement Tax Breaks To Support Social Security?

The public program is a critical source of income for low- and moderate-earners, who get only modest benefits from IRAs or employer-based retirement plans....

Looking For Romance? Help Aging Parents Avoid Thieves

Valentines Day brings up the subject of romance for those who are alone. When aging parents seek companionship online, risks of scams are there. You can help....

Is there a tax “time bomb” hiding in your IRA & 401K?

The U.S. government has made it easy for you to save for retirement in a traditional IRA or 401K. But there’s a hidden risk that most people don’t see until it’s too late. Putting mo...

The Dangerous Decade. How to Successfully Navigate the 10 Most Critical Years in Retirement

It’s called the dangerous decade of retirement planning. It’s the five years leading up to retirement… and the first five years of retirement. This is when you’ll be faced wit...

Key Lessons from “The Automatic Millionaire”: A Financial Planners Review

Before I began my path toward working as a financial planner, I had enjoyed reading books on self-development and financial ... Read more...

The Cost of Raising A Child

Will kids ruin your plan to FIRE? (Financial Independence Retire Early) Kids can be expensive, but don’t let that stop you. They might change your plan a bit, but FIRE won’t be out of reac...

Is Retirement Income From Social Security Taxable?

You’ve contributed towards your Social Security benefits for decades (via your paychecks). Now you should know how much of your Social Security will be taxed....

US Stocks Seem Extremely Overbought

Contents from freedom 35 blog. (www.freedomthirtyfiveblog.com) The S&P 500 continues to reach new highs on a weekly basis. But a major top could be forming right now. One of the most reliable indi...

100% Stocks for the Long Run?

February 12, 2024 – Last week, I wrote about how equities historically outperformed bonds by a comfortable margin. So, the principle of “stocks for the long run” is still valid. Does...

Money Moves And Curious Questions For 2024

Hey look, it’s 2024 already. Where did 2023 go? Never mind. This is supposed to be a money blog, but I find that I don’t write about money much anymore. However, I still think about it. Al...

How To Fight Fair In Couples’ Money Conflicts

A good marriage is hard work, and money makes it harder....