Curated articles and podcasts from trusted financial experts and real retirees.
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I am thinking of opening a high yield savings account at an online bank. The yields are so much better than what I can get locally. Then I start looking at the online customer reviews and get worried....
As part of our efforts to bring you actionable strategies to help you reach your ideal retirement, we’re tackling a complex question today. The backdoor Roth strategy can be a way to increase yo...
Today, I am 59 1/2. And six months ago... I. Was. Dead. (well, dead adjacent) see: 6 months and everything just changed After my birthday heart attack, it was pretty clear to me that it would be a cha...
Discover the year’s best films, shows and talents — and use this list to make your Oscar predictions!...
Let's ditch the one-size-fits-all debt drama from financial pros and gurus in favor of more personalized personal finance guidance....
Pooled employer plan debuts this week in partnership with Ameritas, AmericanTCS and…...
SageView acquires Palmer Retirement Consulting, financial advisors launch a new RIA co-op,…...
The insurance organization partnered with several hip hop stars to bring attention to…...
We've got no kids and I'm not particularly close to my niece and nephew, having spent all of about 20 hours with the since they were born. My partner and I do need to make a will because it's irrespon...
The Sunday Bestis a collection of articles I’ve curated from the furthest reaches of the internet for your reading pleasure. ... Read more...
When considering the over 240 million adults in the U.S., that figure exceeds to $388…...
High-net-worth clients are increasingly showing interest in investment service offerings,…...
There are now nearly 100,000 CFP Professionals, with most ever exam-takers in a single year…...
YOU HAVE WORKED HARD, SAVED, INVESTED — all with the goal of having enough to live the retirement life you ... Read more...
I am retiring in six months and am trying to figure out what to do with my ira and 401 I have with Fidelity. I do not have children and my goal is to have as much cash flow as possible versus keeping ...
Our FreeCash App Review: 4.5 Stars We review apps like FreeCash all day long, and we aren’t afraid to let you know when an app simply isn’t worth downloading. Based on our research, FreeCa...
Small Cap Exchange-Traded Funds (ETFs) have become increasingly popular instruments for those seeking to navigate the volatility of small-cap markets. ... Read more...
Me and my spouse really like the idea of The Villages in Florida where you get to own your own home and there’s a bunch of things to do all the time (soccer, pickleball, swimming, knitting) and ...
Our financial planner recommended living off of our cash and taxable investments before starting to draw down our IRAs, giving them more time to grow tax-free. My wife and I retired end of 2022, but t...
Dividing your money this way can help ensure you don’t run out during the many years you spend happily retired....
In this episode, I interview Ben Miller, the CEO of Fundrise, discussing his revised perspective on the real estate market for 2024 and beyond. The year 2023 posed challenges for institutional real es...
For some, the Amex Platinum is a shiny status symbol, and for others, it’s the ultimate travel companion. But ... Read more...
Sorry for the length. I'm looking for reactions to our approach to downsizing and staying out of managed care. We've watched a number of people our age dealing with parents who are forced to move out ...
Learn how to increase your Social Security benefit in retirement....
Hi! Illinois, USA. Under snow and a winter storm warning . The schools and even the bank (very unusual) are closed. submitted by /u/Mid_AM[visit reddit] [comments]...
I would like your opinion. I don’t plan on collecting SS until my full retirement age which is a few years from now. After that, God willing, I plan on working until I’m 70. My wife is at ...
In this episode we continue exploring our list of topics that can create financial tension between couples and strategies to help resolve conflicts and tension. Glenn is available for in person and Zo...
I’m a DIY financial planner and investor. Hiring a financial advisor never made sense since I studied finance and enjoy money management as a hobby. I almost became an investment advisor a few t...
The Amex Business Platinum reigns supreme in the world of premium travel perks, impressive rewards, and versatile redemption choices. ... Read more...
By the time Millennials and Generation Z retire, signing up for Social Security online will no doubt be second nature. It’s been a little rockier for the less technologically adept baby boomers....
Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z....
Loneliness, social isolation, anxiety and depression are widespread among aging parents. Family can help. Learn steps to take with aging loved ones....
My plan was to wait until age 70 to collect my Social Security benefits based on getting an extra 8% per year for delaying. The figures shown on the Social Security web site don't line up with this. I...
[Editor's Note: Deadline alert! Today is the last day of our flash sale that will save you $200 off an in-person registration (or $100 off a virtual registration) for the Physician Wellness and Financ...
I recently terminated my financial advisor based on the helpful feedback from this subreddit. NOW, I need to educate myself more. I am planning to retire next year, and wondering about when to start s...
Long-term employees in these industries are often able to retire comfortably....
Coming up on 60, and beginning to try to organize my retirement. I'm in pretty decent shape, I think....have one pension that starts when I turn 60 that is almost 50K, and another that is about 28K, a...
Sooo…. Scenario is husband will be retiring 5-7 yrs. He is over 55 now, and we are looking forward. We are looking at new states that are military friendly mainly. I am also looking at states t...
I reviewed the Capital One Spark Cash Select Card recently—an excellent pick if you’re looking for flat-rate rewards for ... Read more...
I have decided to retire early (62) and trying to decide if I should start this process with HR or just take all my vacations and then give 2 weeks notice. I have a pension plan but I probably will no...
While I consider myself frugal, there are instances where saving money isn't worth the additional time investment. Let me share a story illustrating how excessive frugality cost me my health, producti...
While concern about stability is understandable, worry about costs is based on serious misperceptions. At any given time, only about half of private sector workers in the United States are covered by ...
Last week Austen Allred started a huge debate on Twitter/X after tweeting: Why isn’t the ideal investment strategy for 99% of people under the age of~45 just putting 100% of cash directly in the...
By Dr. Jim Dahle, WCI Founder I often get questions from white coat investors such as: Do I need to have more than one brokerage account? Is it OK to have all of my assets at Vanguard? How much is too...
The promise of free nights, room upgrades, and hotel points with the Marriott Bonvoy Amex Business Card sounds tempting. But ... Read more...
Ever thought about upgrading your office? Maybe it’s time to replace those squeaky chairs, or perhaps you’re eyeing cutting-edge equipment. ... Read more...
Attention self-employed individuals and rental property owners, if you have an LLC, S-Corp, partnership, C-Corp, or other state-registered entity, your entity has a new federal reporting requirement s...
For this topic, I'm not asking anything about your income or draw-down rate. I'm only interested in what your annual expenditure is, as a thermometer for how much it takes to survive comfortably in re...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Live a Purposeful & Regret-Fr...
If you’re married, do you have retirement planning meetings? If you’re single do you plan a time to meet with yourself to plan your retirement? What or whom do you use as a sounding board?...