Discover the Best Insights for Every Stage of Retirement

10 Years to Retirement? Invest in a Roth IRA Now

Lean into a Roth IRA well before your “day one” of retirement....

Retired and Married: How's it going being with your partner day in and day out?

I work from home in my partner is hybrid. We've always gotten along very well and this arrangement has not changed that. However when they do go into the office, though I miss having the company since...

I'm not sure how to go about accessing my retirement funds

I am 63 have enough money in investment accounts that I should be able to retire. But I am really unclear about how I go about withdrawing money to live on. I have a Schwab investment account, a tradi...

Recent retiree, when (and how) should I be paying income taxes?

Retired last year, living off savings and small SS for my wife until I turn 70 in December. Filed taxes for 2023 using HR Block software, paid state and Feds calculated taxes due. Then in last few wee...

Just a recommendation: New Retirement tool is sweet! Im not associated at all

So I've been trying to find tools to help with my retirement financial planning and it's been a nightmare. Someone recommended NewRetirement.com and it is great BECAUSE it handles everything from expe...

Comprehensive medical tests before I pull the trigger on retirement?

I can retire 60 but my place of work is throwing money at me to stay a bit longer. Honestly I will probably leave anyway in a year, I'm just ready for a new adventure. While I still have full health i...

Confessions of an Early Retiree

Last March marked the 5th anniversary of my retirement. I earned my last dollar from work at 52, just shy of my 53rd birthday. Now 58, I ask myself what, if any, regrets I have about retiring early. I...

What are you no longer buying now that you are retired?

Someone once told me that once you get to the age of 55, you have all the clothes you need for the rest of your life. For me, I think that's largely true. This year, I've bought one pair of shorts, on...

Looking for a low cost forum for my former co-workers to keep in touch

I would like to offer a forum to my former co-workers to meet and post messages but the difficulties are: I am willing to pay a certain amount for it, but I don't want other people to have to pay to j...

Phone addiction in retirement?

What do you all consider to be a reasonable amount of phone use? I have set a somewhat arbitrary number of 4 hours. I am horrified by my 6-8 hour average. This is a ramatic increase since retirement. ...

VANGUARD TOTAL BOND MARKET INDEX returns

( I am sort of a newbie. ) I am looking at the total bond market as I get older. Looking at VBTLX (Total Bond Market) it has earned about 1.25% past ten years. Isn't this a very poor investment, since...

Embracing Change: Barbara's Cancer Recovery Journey and Journey to Healing

Host Kathe Kline is joined by guest Barbara, who candidly shares her transformative journey after undergoing surgery for breast cancer. Barbara provides an intimate account of the emotional and physic...

Unpacking the New IRS Estate Planning Memo

In today's episode, we examine the recent IRS Chief Counsel Memorandum, which introduces significant changes to one of the cornerstone strategies in estate planning. We explore how these new guideline...

Stocking up on things pre retirement

Hello! For the retirees out there...were there things you stocked up before you retired because you knew you would have limited funds? I remember my grandmother going to JCP during their big underwear...

Has anyone discarded their work awards accumulated over a long career?

I have been retired for 1 year now. This week my wife is on a mission to declutter and I fully support that. On my side I have a stack of nice walnut backed US Patent awards, probably about 15 and eve...

What Starting an S-Corp Could Look Like for You in Retirement, Ep #217

Today we’re diving in to a specific path that many retirees consider as they move away from the “corporate” world and enter their second act – which is starting a business. Wit...