Curated articles and podcasts from trusted financial experts and real retirees.
Showing 50 results of 15019
A couple receives guidance on managing their IRA Contribution and Distribution. As you plan for your retirement, understanding the rules governing Individual Retirement Accounts (IRAs) is essential to...
This article was contributed to Leisure Freak by writer Samantha Higgins. Higher interest rate returns may make annities look like an attractive addition to one’s retirement portfolio and fundin...
Seven decades after he became addicted to Superman, Gary Prebula’s collection of graphic novels and comics has a permanent home at the University of Pennsylvania library....
Today, the distinction between conventional investments and AI stocks is becoming increasingly noticeable. AI stocks represent companies using the latest technologies to revolutionize industries, opti...
This is one of several reasons I am in NO HURRY to return to FLORIDA!!! ??? I will have to at some point as I AGE, my "only" child lives there and luvs it. ??? Nicole ? *** To read this article, you m...
Don’t let the political fearmongering derail you from your financial plan....
If you're looking for personal development, pick up a book! Each one offers helpful guidance and eye-opening wisdom. Checking out how others handle their challenges gives you new insights. Techniques ...
If you want a happy retirement, it's critical to pay attention to these 'sins' — ignoring even one could put your dream retirement at risk....
When it comes to estate planning for your aging parents, knowledge about their wishes and finances is power....
A couple learning about the different types of withdrawal strategies to consider for retirement. Planning for retirement involves not only accumulating savings but also strategically withdrawing funds...
Abstract This study examines how transition-aged youth with disabilities receiving Supplemental Security Income (SSI) may have been affected by the Workforce Innovation and Opportunity Act (WIOA) and ...
The Great Recession is nearly gone from our collective memory. But for the people who lost a house to foreclosure in the subprime mortgage scam, the recession is still affecting their finances. The ho...
A geriatrician warns against aging loved ones taking commonly prescribed sedatives. Authorities in geriatrics say elders should avoid them....
Should Dollar Tree change it's name to “7 Dollar Tree”? With prices soaring from $1 to as high as $7, shoppers are in for a surprise. Why is Dollar Tree raising prices, and how will this i...
Saving for retirement means setting goals, investing wisely and preparing for a higher cost of living....
I've learned from this space that retirement brings many questions! But here is my own: We're hoping, when my husband retires in three years, to be able to buy a house outright. Is there any good reas...
To me Fridays always seem to have a special feeling about them . In the summer we like to go to garage sales in the morning, lunch at our favorite restaurant and spend the afternoons on the porch swin...
I’ve always loved charts. Done well, they offer a great opportunity to learn a lot in a short amount of time. If you’re a chart-lover like me, you’re going to love today’s post...
Working longer is becoming more common. Why retire when you love what you do? Be aware of some financial considerations if you don't plan to retire anytime soon....
Navigating how finances are split in a gray divorce? Divvying up assets accumulated over many years of marriage can be complicated....
Are you unclear about what you should leave out of your will when estate planning? Legal experts share the seven items to exclude....
The answer depends on multiple factors, such as what your alternative investment options would be, whether you want to leave money to a beneficiary and more....
Have you ever feared running out of money? I have. This fear is why there's a phenomenon called the “one more year syndrome,” where workers keep working to save more, even though they've r...
In the multifamily real estate market, the promise of profit often takes center stage, overshadowing the critical consideration of risk. ... Read more...
Should Mike in Virginia keep using his IRA money to pay the tax on his Roth conversions? How do you do a Roth conversion when you don’t have the money to pay the tax? That’s PeterLemonJell...
If you’re feeling overwhelmed, you’re not alone. But your journey to financial independence can start here....
A recent article in the Wall Street Journal says it’s time to consider borrowing money from your 401(k). These loans have become more popular as more Americans get deeper into debt at high inter...
We're looking at going to New Zealand and Australia, then cruising to Hawaii, then coming back home to Boston. When we went to Hawaii our first time, we broke it up by spending a couple of days in Cal...
I retired about a year ago from this workplace, but recently, suddenly out of nowhere, my previous company is asking me if I am available for the next 6 months. I politely declined their initial offer...
In its newest Profile of Older Americans, the federal Administration for Community Living paints a detailed picture of the lives of US residents age 65 or older....
Physicians invest a significant amount of time, effort, and money into their careers. But all it takes is one unexpected ... Read more...
![Average Car Insurance in Each State [Updated 2024
Rates]](/postImages/postImage8471.png)
Between April 2023 and April 2024, car insurance rates skyrocketed 22.6%, according to Consumer Price Index data from the Bureau of Labor Statistics. This far surpasses the 3.36% rate of inflation, le...
Using Excel sheets to track your finances just isn’t cutting it anymore, and let’s face it - they can be about as exciting as watching grass grow. Today, accounting software is streamlined...
Before we get to today’s post, I want to announce the winner of last week’s book contest. After randomizing the entries (I really enjoyed reading all the amazing 180+ comments! Thank you a...
Home equity is sometimes overlooked as a viable resource in retirement. You don’t have to sell your home to find income and liquidity....
In a thought-provoking analysis, Nick Maggiulli of OfDollarsAndData delves into the world of alternative investments, exploring their role in wealth ... Read more...
Would you like to have the confidence to know that it is all going to be okay so that you can walk away from your career? So would Judy! In this episode of Retirement Answer Man, you’ll meet Mik...
Identifying the common health savings account mistakes, identifying key strategies to maximize your HSA and exploring some of the practical ways to utilize your HSA over your lifetime. If you’re...
Tackling three roadblocks to retirement plan participation...
New LIMRA research shows majority of workers interested in guaranteed income products—and…...
Health Savings Accounts (HSA) can be a very effective tool not only to pay for out-of-pocket…...
DC plan sponsors are making changes to their benefits to set workers up for retirement…...
This comes as 18% are unaware of SECURE 2.0's startup tax credit, finds Sharebuilder 401(k)...
Voya says it's offering its PrimaryPlus feature after hearing demand from advisors wanting…...
SmartAsset study ranks 345 largest U.S. cities according to mean retirement incomes for…...
Renée Wilder Guerin of Retirement Clearinghouse recounts RCH Chairman Robert L. Johnson's…...
The market for document management software is expanding steadily. It is predicted to reach $11.47 billion in 2026, which is almost twice as much as it was at $5.51 billion in 2020. Every year, busine...
Healthcare subsidies are like a tax break and should always be optimized, right? That seems like an easy question that should have a straightforward answer. But the correct answer is, “It depend...
Spouses can coordinate their retirement benefits to get bigger tax breaks and employer contributions....
Why storing gold at home in a self-directed IRA violates IRS regulations and what to do instead....