Curated articles and podcasts from trusted financial experts and real retirees.
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I am retiring in December of this year. I will start collecting SS in January 2025 or may push it off a few months if finances allow. For the past nearly 15 years I've been able to count on yearly sal...
You’ve got questions and we’ve got answers. On this episode of Retirement Answer Man, Taylor Schulte from the Stay Wealthy Podcast joins me to answer your retirement questions. Grab your e...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! 7 Big Retirement Surprises and What to Do About Them. Try these tips to navigate retired life’s unexpected twists and turns. By Bruce Horovitz, AARP. P...
– “I used to read Mr. Money Mustache”, some people say these days, “Until he got all rich and fancy so that he no longer understands the common person’s plight. Stash pro...
When’s the last time you saw a headline highlighting some young person making five figures of “passive income” a month? ... Read more...
In the late 1960s and 1970s, the U.S. Social Security Administration subsidized college expenses for young adults with deceased, disabled or retired parents who were receiving dependent benefits. The ...
I'm a fan of both stock dividends and rental property income, my two favorite sources of passive / semi-passive income. When younger and less wealthy, rental property income may be preferable. As you ...
Are big changes in tax laws coming soon? Not likely, but you might want to take advantage of higher estate and gift tax exemptions well before the end of 2025....
Hi FIRECracker and Wanderer (and Little Matchstick), I could also title this, “I think I’m mathing my shit wrong.” I’ve never been a Mathlete and always like to use the excuse ...
I’m curious if anyone here uses any DIY retirement planning software, or does everyone just pay a financial planner every year? I’ll be 63 later this year and planning on retiring sometime...
One of the biggest mistakes someone about to go on Medicare can make involves COBRA - the Consolidated Omnibus Budget Reconciliation Act....
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! How to Save Like a 401(k) Millionaire. More Americans than ever have seven-figure nest eggs; this blueprint can help build yours. By Tamara E. Holmes, AARP. ...
Sometimes books, movies, songs, and other art forms are instant classics that resonate with people. Other times, things resonate for different reasons. They catch your attention at a time and place th...
It's unclear whether Generation X savers are ready for retirement, although some long-term account balances are surpassing those of boomers....
If you're delayed taking Medicare because you have employer coverage, changes ahead may disqualify your plan....
A good financial adviser will focus on how your financial planning and investment strategy align with your lifestyle and aspirations....
These contracts provide a clear framework for asset management and protection and are especially useful if you get married later in life....
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...
Let’s say you’ve recently come into a lump sum of money. Maybe a relative passed away and left you an inheritance. Perhaps you finally saved up from your job. Regardless of the source, you...
The risk of falls increases with age. A partnership between EMS and the communities they serve can stem the risk of overwhelm on services...
My wife and I are planning to retire at the end of the year and we're in a position where the majority of our pension pots are in my name. It means that I will quickly hit the threshold for paying inc...
I (63) retired 5 years ago. My wife (64) retired last month. We have accumulated a lot of possessions. Some have financial value, most don’t but are useful. I have a “I worked hard for tha...
I'm retiring early in a couple of years at 60, and I'm trying to figure out if there's a best time of year. Bonuses come out in March, so it kind of makes sense to wait for that. I'll need to buy heal...
Hi. As the title says, I (62F) am retiring at the end of July. For some reason, I'm feeling very anxious, and every day that goes by I'm just getting more and more anxious. Is this a normal reaction t...
I’m posting this here because a lot of retirees and soon-to-be retirees have relocation as part of their retirement plans. Also, a lot of us have been in our current homes for years, homes which...
Photo credit: jb Often we find ourselves in situations that we never dreamed of – like owing the IRS a considerable amount of money. Maybe you earned a lot more than you expected, perhaps you ha...
In this episode of the Big Picture Retirement podcast, we dive into listener questions about Social Security, tackling a wide range of scenarios to help you navigate the complexities of your benefits....
Hey everyone! I’m in Thailand for 3 weeks to visit my dad and check on the progress of the RB40 Villa, my ultimate goal. I wrote a post about it 12 years ago. The ultimate goal is a long-term pr...
Despite a brief 6% correction in the latter part of the first quarter, the stock market has shown resilience and growth in the first half of 2024. Keep reading for factors contributing to this and wha...
Hey, remember how our ultimate goal in life was simply to graduate medical school as a doctor, and we thought ... Read more...
Meaning is more important than money and significance is more important than success....
These international cities offer safe, friendly and vibrant communities for retirees in the LGBTQ+ communities....
We're not saying you shouldn't spend it on a new car, but there are some considerations to guard against lifestyle creep and to help ensure a comfy retirement....
Many of my readers are concerned about how they will survive financially after retirement, especially when they realize how small their Social Security benefits will be, compared with what they curren...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
As stated in the title. What is the optimal amount of money to keep in liquid cash while one is in retirement? I currently have about 3.5 years' worth of expenses in a combination of a money market ac...
I officially retired 6 years ago, on July 5, 2018. Before I retired, I was curious about what life would REALLY be like in retirement. Now…I know. I started The Retirement Reality Series to sha...
The new year is a popular time to set financial goals, but now is the ideal time to check how you're doing. Four tweaks could make a big difference....
Could Noah have been a good retirement planner? On this episode we discuss a number of possible comparisons between Noah's planning process and preparing for retirement. Glenn is available for in pers...
Jonathan Clements, columnista de finanzas personales de The Wall Street Journal, tiene muchos ahorros. No le disgusta que una enfermedad mortal le impida gastarlos....
My Dad retired in 2002 with a 403(b) and lifelong teacher’s pension. Unsure of his retirement savings, some fellow retired teachers recommended a financial advisor who “specialized in reti...
Here are some strategies for utilizing whole life or indexed universal life policies to convert your traditional IRA to a Roth with LTC protection....
Estate planning for millionaires and high-net-worth families is a serious business. Set up your team, paperwork and tax plan to pass down wealth....
One in four 20-somethings in the Boston metropolitan area said in a recent survey that they are planning to quit urban life. Their biggest reason: high housing costs. South Carolina, on the other hand...
The IRS and the Treasury Department released final regulations on RMDs related to the SECURE Acts....
There's a classic saying, “Youth is wasted on the young.” It's meant to convey that those who are young lack the perspective to appreciate all the advantages of youth and thus take it for ...
Hello everyone. I retired June 1, at age 65+8 months. I know, that's a year ahead of 'full retirement age'. Fact is, I was tired. I'd been working full time for 44 years, that felt long enough. My wif...
We need to declutter our portfolio. We also need to rebalance our holdings to align with our goals but we have multiple accounts, account types (taxable vs non-taxable) at different brokerage companie...
Consider these retirement spots in England, Northern Ireland, Scotland and Wales....
Doctors, lawyers, engineers, teachers – all the tired horses are in the sun. So, is it really a wonder there’s ... Read more...