Discover the Best Insights for Every Stage of Retirement

Many Want to Work with a Financial Professional—But Aren’t

Americans worry advisors will try to sell them products or judge them...

Alera Acquires Retirement Plan Practice Fraser Group

Industry leader George Fraser and his team will continue their existing roles and combine…...

Nursing group celebrates 10 year anniversary

Care Connector recently celebrated its 10th anniversary through announcing the appointment of Kim Sutton as Holistic Nursing Solutions (HNS) chief executive officer. Kim will head parent company Care ...

Evolving - Wiki Wednesday Part 2 - 12.2023

Hello community! In support of being a resource for retirement - today is the second edition of Wiki Wednesday. These posts highlight an item in the r/retirement wiki located on the sidebar/ about/ co...

Delaware the Latest to Offer State Auto-IRAs

The first state will be joining the Partnership for Dignified Retirement, which includes…...

Auto Portability: It’s All About the Participants

Tom Hawkins explains how auto portability expressly addresses the needs of small-balance…...

7 Industries Most Prepared for Retirement (and 3 that are Not)

Across all industries, half of workers have less than $100,000 saved for retirement, Human…...

Self-Directed 401(k)s Fall 9.2% From Q2 2023

While recent data from Charles Schwab shows a dip among SDBAs in Q3 2023, year-over-year…...

Generation X Expresses Doubt In a Dream Retirement

Faced with competing priorities and little help, Gen Xers aren't sure they'll achieve their…...

When Should You Collect Social Security if Your Spouse is Much Older?

James addresses a listener's question regarding Social Security strategies in retirement. Sasha, aged 59, seeks advice on when to start collecting Social Security, considering her husband's benefits a...

The Benefits of Gamifying Retirement Spending

Today’s guest post is from David, a long time blog reader. He retired early at age 52. In the five years since, he has lived exclusively off of his investments while leading an adventurous lifes...

Advisor Touts 8% Returns, But Says I Can Only Withdraw 4%?! - 459

Do financial advisors have some secret blood handshake that they’ll all claim they can get you 8 percent returns, but then tell their clients they can only withdraw 4 percent in retirement? That...

Where do Americans live after 85? Look inside the homes of 11 seniors

It’s one of the most critical questions facing aging Americans: Where to live as you get older, and may require more care? Many might imagine living in a nursing home. But an analysis of census ...

Anybody here doing the RV living thing? What have you learned from doing that?

Some retired folks I know threw the switch to sell the house and buy and RV and live the mobile life. I also know some that did that for about five years and then gave that up and resettled in a perma...

LAYOFFs are on the rise 231211

Episode 437: Layoffs at smaller companies appear to be on the rise. That’s good and bad news. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ &mda...

Places to retire after leaving Seattle in the near future?

I am 63 and have been living in Seattle for 30 yrs. I will be retiring in the next few years and don’t want to stay in a big city. Both of my kids live in Massachusetts and my entire family is o...

Encore: Tax Loss (and Gain!) Harvesting with Andy Panko

Another special encore episode just in time for year end. Managing taxes in retirement may have a greater impact than any other single cost-saving measure you take. Today, we're replaying our epsiode ...

Is It a Good Time to Buy That Single Premium Immediate Life Annuity, Updated

In prior posts, we discussed possible assumptions used by life insurance company actuaries in pricing single premium immediate life annuities (SPIAs). In those posts, we provided implied discount rate...

Planning for Health Insurance in Retirement Pre-Medicare, Ep #205

If you are planning on retiring before age 65, there is no doubt that you have had this question. What do you do about health insurance? In the United States, the health insurance landscape is ever-ch...

How the 2024 Social Security COLA May Impact Retiree Tax Bills

Understand how Social Security payments are adjusted for inflation and think about your taxes for the coming year....

Newly retired at 62, starting to get my post work life organized, but not too organized.

Hello, I am glad to have found this thread. After working for 30 plus years in the finance industry, I'm finding retirement to be an interesting adjustment. I've always operated on a very regimented s...

Seeking your advice on near-retirement burnout + working part-time later in life

Hi, all. Long-time lurker, first-time poster. Thanks to everyone who shares their experiences and knowledge here. This sub is very helpful as my wife and I plan for retirement. I'm 57 and burned out p...

Estimating Present Values of Long-Term Care Costs and Survivor Benefits Payable After the First Death Within a Couple

The Actuarial Approach recommended in this website involves periodically (generally annually) comparing the present value of a retired household’s assets with the present value of its anticipate...

”Easy Wins” In Personal Finance Part 2

In this episode we continue building on our list of potential “Easy Wins” - We hope you enjoy and build on your own personal list of “Easy Wins”! Glenn is available for in pers...