Curated articles and podcasts from trusted financial experts and real retirees.
Showing 50 results of 15024
NIRS Executive Director Dan Doonan reports on his productive conversations in Alaska about workforce and retirement issues confronting the state....
Ron Surz warns TDF participants will be the big losers in the next market correction—unless…...
It's no secret that major life changes can be stressful and retirement is no exception. On this episode we explore different aspects of retirement that sometimes create stress and perspectives that ma...
In addition to increasing the diversity of your portfolio, adding a non-traded REIT within your Roth IRA allows the resulting dividends to grow tax-free....
The gender wage gap and taking time away from the workplace for caregiving duties make saving for retirement a bigger challenge for many women....
Plan your dream retirement with Money’s guidance. Explore our retirement planning sources and discover our top pics for ideal retirement destinations. Wondering about 401(k)? Understand the bene...
Plan your dream retirement with Money’s guidance. Explore our retirement planning sources and discover our top pics for ideal retirement destinations. Wondering about 401(k)? Understand the bene...
Last week, Bloomberg published an article on how the rich avoid paying New York income taxes while still owning a home in the city/state. The key to their tax avoidance strategy is spending less than ...
Three years before he died, my husband had a major stroke while playing golf. He was rushed to the hospital, treated quickly, and had minimal lasting effects from it. However, we did not realize at th...
Cryptocurrency can bolster long-term retirement savings, but there are caveats....
Take these essential steps when structuring a secure retirement portfolio....
Retirement savers can make reasonable assumptions about the future....
Examining key takeaways and trends uncovered in the Allspring Global Investments Retirement Survey results with Nate Miles, Allspring head of Global Client Strategy. I’m always looking for more ...
Early this month I had my annual review with my supervisor. I'm 65 and he asked my plans for retirement. I was honest and said I'd retire at the end of 2024, when I'm 66 and after I finished some majo...
So, two weeks ago retired after working for 50 years in the building and construction industry. I’ve basically been just decompressing since then, even though I still can’t sleep in. I sti...
I retired last year at 60. My wife plans on retiring next April at 60 as well. We’ve done ok in life relatively speaking. We will be able to buy a retirement home and live near our kids fairly c...
My credit union has financial planners who, for a limited time, are offering to create a financial outlook/plan for retirees at no cost. My contact there also draws commissions from certain investment...
Bought a scanner, and started sorting photos. The sorting was good, as i got rid of scenery photos, and sorted them into sides of the family, friend groups, by timeline etc. Not a hard sort. They are ...
Hello, fellow retirees! Can anyone please offer any advice on how not to get overwhelmed with tasks that need completing? For example, I start cleaning up the family room and then think to myself &ldq...
A proposed bill could change how the Social Security COLA is calculated, resulting in higher benefits for retirees....
Plan F was once called the Cadillac of Medigap plans, but after the Medicare Access and CHIP Reauthorization Act of 2015 it's more of an Edsel....
This might seem like inside baseball, but it will have a big impact on the way you save for retirement. Don’t wait until it’s too late to know what that impact is....
The Federal Trade Commission’s (FTC) recent decision on noncompete clauses could be the golden parachute you’ve been planning for. Imagine ... Read more...
It’s time for another reader case! This one caught my eye because of the title “making our money make babies”. That’s exact how investing works. Your money can work harder than...
No, but here’s what we learned. Writing a will can improve the transmission of wealth across generations, by preventing the dissipation of assets such as a family home when divided among multipl...
A letter of wishes lets you explain, in plain language, your intent behind your estate documents, potentially heading off any misunderstandings or disputes....
Looking for the best places to travel in Europe? Check out this list of the 18 best hidden gems, from Spain to France....
According to the IRS, the mailings are being sent to more than 25,000 people who have more than $1 million in income between tax years 2017 and 2021, and to more than ......
Boomers may not be as healthy as their parents were at the same age. This points to the need for long term care. The burden can fall on family to give that care....
With inflation remaining aggravatingly high, it’s easy to assume this works against you in all parts of life. But there are ways the self-employed can benefit....
Let's share slice of life for this particular day. What do you have going on? What do you plan to do? If the answer is "nothing", then what does nothing look like for you? If you happen to be really b...
I worked my way through college by driving various trucks over the summer. Pickups with refrigerators, a Ford that would not go over 37 MPH with plywood for the tailgate, etc. The open road, sunny day...
Linda is retired and financially independent. Her advisor suggests she have a separately managed account specifically for tax loss harvesting. Today on Your Money, Your Wealth® podcast 479, Joe An...
This post was contributed to Leisure Freak by Eliza McRee who is passionate about mindful healthy eating. Venturing into small-scale farming is about cultivating both crops and your future prospects. ...
NIRS Executive Director Dan Doonan Alaska this week meeting with stakeholders and sharing the findings from a recent NIRS report....
(TLDR: A 2 min stream of consciousness about growing up in Los Angeles, CA. What’s Your Story?) One of my earliest memories is riding my bike on the street - where I saw a provocative-looking wo...
What exactly is the worth of your medical practice? We’ve had personal experiences of selling our medical practice. And it ... Read more...
What is a doctor’s office worth if you plan to sell and retire? Recently, my father has been considering selling ... Read more...
The Mad FIentist (Brandon) is a FI legend. Many of his posts are cornerstone content for planning and executing FIRE life. These stand out: And my all-time favorite: How To Access Retirement Funds Ear...
If you’ve taken a new job, chances are you were automatically enrolled into a new 401(k), handed a welcome packet, and then left wondering what to do. The problem is that 63% of Americans don&rs...
Did you know, you have more control over how much you pay in taxes in retirement … than at any other time of your life? It’s true! And if you take advantage of some simple tax planning st...
Retirement is great but not exactly what I had envisioned. I'm not complaining! I pay all my monthly bills with automatic withdrawals from my brokerage account. I have more than enough money for every...
I recently met with a new financial planner, and his model is possibly showing a lower projected investment return than Fidelity. Does anyone know the assumptions underlying fidelity's planning tool? ...
Creative Fabrica is a marketplace that allows designers to sell digital assets to a range of customers. Designers upload their unique creations, like fonts and graphics, and folks like you gain access...
In this episode, we dive into the concept of investment location—a tactical approach in asset allocation across various accounts like IRAs and joint accounts, which can significantly influence y...
All the right attitude and technique in the world won’t get you one step closer to your goals if you don’t act....
Know how to navigate the IRS regs to capture the tax credits under the Inflation Reduction Act....
To avoid lying awake at night once you’re retired, consider having these strategies in place before you take the plunge....
Fitness is an integral part of a healthy lifestyle. We need to exercise to stay healthy. However, life often gets in the way. Most of us are busy with work, kids, chores, social gatherings, side hustl...
Is your portfolio positioned to win the financial “Triple Crown”? It's that time of year when the Kentucky Derby and horse racing enters the national conversation. On this episode we draw ...