Curated articles and podcasts from trusted financial experts and real retirees.
Showing 50 results of 15643
Formulating a one-time, bulletproof financial plan would be incredibly simple if you could supply an advisor with just two pieces of information: exactly how much money you're going to spend every sin...
I've only been retired for about 3 weeks but I left a job I loved because of a new CEO that I couldn't work with or for, and because my partner retired a year ago and has been enjoying it. I guess you...
How important is it to have many different investment companies to hold your Ira, Roth IRA, hsa or brokerage or crypto accounts? We are thinking of leaving vanguard because of the recent changes due t...
The younger cousin to mutual funds, exchange-traded funds offer some convenient advantages, like lower fees and greater tax efficiency....
One of the questions I get asked the most often is, "What should I invest in?" While the right answer depends on a host of factors including your risk tolerance, financial goals, and more, I've slowly...
Impact depends on sources of income, asset holdings, and the amount of fixed-rate debt. In June 2022, U.S. inflation peaked at 8.9 percent – a dramatically high level after nearly three decades ...
Thebrief’skey findings are: Public pension plans are increasingly relying on alternative investments and active management. But how does plan performance compare to a simple 60/40 index over var...
Today’s reader case really caught my eye because not only are they not six-figure STEM people, they love traveling as much as we do. Plus, they are able to do this FIRE thing on a combined $145k...
Are you tired of the same old investments in stocks and real estate? The TV and movie industry is calling ... Read more...
Cheapest Insurance Deals for 2024 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 ...
The Affordable Care Act mandated no out-of-pocket costs for a colonoscopy. So if this test is supposed to be “free,” why do people still get a bills?...
So hiring a mover can be expensive and we are planning on moving across country to be near my son. Without going through the whole house and adding up what it would be to replace everything do you thi...
If someone makes an offer on your property out of the blue, be careful. Sometimes these people are counting on you not knowing your property's value and will offer only a fraction of its worth....
Cinderella and her Prince Charming have a nest egg of $2.3 million and are hoping for retirement income of up to $150K/year. When can they afford to retire? How should they coordinate paying for some ...
Hey y’all. I started drawing retirement in October ‘23. Notice I didn’t say I retired in 2023. I was a landscaper. The only work I have continued is taking care of four properties. T...
I’m vacationing right now and would love to have dinners at a couple of highly rated restaurants but I opted not. When I was working, I wouldn’t have thought twice about doing it. I know I...
Dr. Riley Moynes, author and creator of a popular TED Talk joins James to discuss his own retirement which led him to become the author of The 4 Phases of Retirement. While Dr. Moynes was financially ...
Sponsored Content from Sensible Money...
Medicare Advantage plans are likely to have big changes in 2025, raising premiums and out-of-pocket costs while reducing benefits....
During my days of purchasing homes with mortgages, I had a fondness for adjustable-rate mortgages (ARMs). The appeal lay in securing a lower interest rate compared to a 30-year fixed-rate mortgage. Fu...
Attorney fees and other fees can add up fast, depending on the route you choose. The less contentious the process, the less expensive it could be....
Having a clear understanding of Estate Planning is an important step in your Retirement Plan. Estate planning is a crucial aspect of financial management that helps your assets get distributed accordi...
Understanding the fundamentals of Estate Planning is important. Estate planning is a vital aspect of financial planning that ensures your assets are distributed according to your wishes and minimizes ...
Planning for your grandchildren’s future is important. As grandparents, few things bring more joy than seeing our grandchildren thrive and succeed. One way to invest in their future and provide ...
A woman plans for the future by comparing the benefits of a will and trust. Wills and trusts are two essential tools in estate planning that serve similar purposes but offer distinct advantages and co...
Cheapest Insurance Deals for 2024 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 ...
Where/How to Access Funds for Pre-Retirement Project? We need about 40,000 for a home improvement before we retire. Our house is almost paid off and my partner would like to age in place. To get this ...
By "as part of retirement" I mean shortly before retiring (knowing this is where you want to retire to) or shortly after retiring. By "where" I mean what state did you go to, and either tell the city ...
Been retired close to a year now, and everything is going good health wise and financially, but just missing a little focus. As a engineer working for the government, it never was particularly benefic...
By Dr. Jim Dahle, WCI Founder Today, we're going to go back to my email box for a discussion of a potpourri of financial topics, but let's do this one as a “day in the life” type piece fro...
Have you considered how your instincts influence your decision-making around retirement planning? Our natural instincts and biases create frameworks that lead our perspectives on how we think the worl...
Understanding what’s happening from a neurological perspective, we can develop an unfair advantage in human communication by learning how to truly listen....
Let me tell you a secret, my friends. I’ve been in the real estate game for quite some time now, and I’ve seen it all. The good, the bad, and the downright ugly. And one thing I can assure...
All offer great tax breaks as you save for retirement. In addition, there are 403(b), SEP and SIMPLE plans and more. But don't worry. It’s hard to go wrong....
By Dr. Rikki Racela, WCI Columnist When I read Dr. Jim Dahle’s excellent post on choosing the best small cap value ETF, I was floored by how different the performances of these ETFs were despite...
Most of us know, or will know, someone who suffers from dementia, whether it is our spouse, parents, or grandparents. According to research from the University of California in Irvine, by the time we ...
Kiplinger reviews how to find the right home health care for yourself and your situation....
Patience helped these four investors make their portfolios work for them....
Today, we answer your questions about rolling over an HSA, when to withdraw from your HSA, whether a UTMA or custodial Roth IRA is better for your kids, if it is a good idea to open a solo 401(k) for ...
By Don Wenner, Founder and CEO of DLP Capital [Editor's Note: This blog post is the final installment of a four-part series, published throughout the past year, that delves into the 8 F's for building...
The story of how I came to step away from my public presence on the internet (and stop participating in social media entirely), an update on what life looks like now and a few words on what's next. (M...
last year I finally decided to retire in early 2025 I was thinking getting a couple months in so I could max my ROTH IRA. Then got to thinking "ill get my last check for my vacation time in January so...
The correct paperwork is crucial for a seamless legal process when entering the world of car transactions, whether you are a buyer or a seller. This guide will give an exhaustive list of documents, pr...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
Hiring a financial adviser to help you transition into retirement is one of the most important decisions you’ll make; don’t be shy about asking penetrating questions....
Many people dream of retiring early. But leaving the daily grind may not be the key to happiness for everyone....
Warren Buffett, perhaps the greatest investor of all time, once said, "Risk comes from not knowing what you’re doing." Of course, few can attain the investment mastery of the 'Oracle of Omaha.' ...
As we get closer to our retirement years, one of the most impactful decisions we’ll need to make is deciding ... Read more...
Honestly I wasn't sure of the best place to ask such a thing, but logic brought me here because the demographic of retiree is the one who has the wisdom to answer this question. Maybe you've been thro...
Wife and I struggling over where to retire within 3 years. Me M(64) she F (xx - to protect me from getting stink eye). Leave it to say, she is already retired as is not working and drawing SS. We are ...