Curated articles and podcasts from trusted financial experts and real retirees.
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By Josh Katzowitz, WCI Content Director When I think of the generation gap that spans from the Baby Boomers to Generation X and Millennials to Gen Z, one of the biggest changes (aside from people unde...
By Don Wenner, Founder and CEO of DLP Capital [Note: This blog post is part of a four-part series, published throughout the next year, that delves into the 8 F's for building prosperity and fulfillmen...
Laura Stover, RFC® looks at the ongoing Israel-Hamas war and how it might affect interest rates and your financial future.. With ongoing uncertainty about the economy, wars in Europe and the Middl...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How Can Retirees Avoid the Tax Bomb in T...
The report by Transamerica analyzes how pooled plan arrangements can increase access and…...
Recordkeeper’s new report out today reveals retirement account balances down for the…...
Those who don't have any financial plan in place plan to delay a full five years more, finds…...
J.D. Power ranks top wealth management firms for digital experience among self-directed and…...
Brighthouse's new SecureKey touts growth opportunities and protection against market loss...
Looking for the latest on 401(k) contributions in 2024? Go no further. Read our write up on the current 401(k) contribution limits and what they mean for you....
What would you do if your retirement planner said no when you asked them for a report? I’ll address this question and many more on this episode of the Retirement Answer Man Show. We’ll als...
Several changes stemming from SECURE Act included in 2023 Form 5500 Series annual return, report...
If you are trying to see if you are on track for a secure retirement, you may wonder how much others your age have saved. How much do you need for retirement by age....
Looking to maximize dividend income in your retirement portfolio? Here are four high-yield dividend stocks for retirement....
Some changes in retirement plans take effect in 2024....
Are you looking to invest in an ETF that generates income while also appreciating? If so, then JEPI and JEPQ ... Read more...
In an ideal marriage, both spouses want the best for each other. This includes a comfortable retirement. Unfortunately, there is one 401(k) mistake married couples make without even realizing they are...
In an attempt to save on costs, millions of Canadians are using self-directed investing platforms to manage their own investments. These robo-advisors and online brokerages have made investing more af...
The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line....
I must admit that until my editor drew it to my attention, I had never heard of infinite banking. Apparently, this topic is drawing a lot of interest from retirees, but I’m guessing many younger...
“Move out of your apartment and enjoy the RV life,” they said… “It’ll be fun!” Ok, that’s only sort of what happened. We enjoyed our past couple of monster r...
Some form of risk-sharing plan would be good, but coverage is the real issue. How did this happen? Now that the shift from defined benefit plans to 401(k)s is almost complete (see Figure 1), everybody...
This is a fun TED talk on a topic all of us can relate to: procrastination. It is relevant to a central theme of this blog: retirement. Research shows that procrastination plays at least a small role ...
Abstract The U.S. workforce is aging, which has raised concerns about the implications of older workers for businesses and the economy. However, little research has been conducted on the quantitative ...
In this week’s video we’re going to look at an introduction to estate planning. This will kickoff a series of estate planning posts that will explore more in depth concepts surrounding it....
The benefits of diversification have been known for over half a century. In the early 1950s, Harry Markowitz demonstrated that there exists an "optimal" portfolio which has the highest investment retu...
Make the most of the holidays by talking about important retirement questions with your relatives and friends....
We are approaching retirement. I (60f) was laid off a couple of months ago and am finding it difficult to find another role and I’m finding it more difficult to think about going back to a corpo...
It's not my work that taxes me, it's the interactions and ups and downs of working in a 600 person office. My boss and grandboss are great people but there is still the expectations of work, the meeti...
Planning to retire early? Joe and Big Al spitball on bridging the gap to your retirement income when there’s a pension in the mix, today on Your Money, Your Wealth® podcast 456. Manley and h...
Thebrief’skey findings are: A common concern is that an aging workforce will reduce productivity and firm profitability, yet the evidence to date is mixed. This analysis examines the issue using...
 Tax loss harvesting is a strategy that investors use to reduce their tax bill. However, there are many misconceptions about tax loss harvesting, including when it's valuable and how to do it ef...
Make quick calculations with this income strategy to withdraw $1,000 each month in retirement....
I’m a 66m. My Toyota RAV 4 is 18 years old with 176,000 miles. It is in very good running order, with body dings etc. I’m thinking if I get a newer car that will keep me going through reti...
Truth be told, mostly I forget to do this. I do have a National Parks Lifetime Pass. We do remember to get senior movie ticket prices. I eat at IHOP a couple times a year and know about that. But I ha...
You may not realize it … The skyrocketing cost of healthcare. Continued inflation. Social security on life support. And the threat of higher taxes coming soon. Americans have a long list of con...
For most Americans….it will be business as usual between now and the end of the year. But a smart and savvy few … will take advantage of a handful of strategies over the next couple of m...
I've been trying to leave San Francisco since 2014. After fake retiring in 2012, I thought it was only logical to move to a lower-cost area of the country, like Honolulu, to save money and be closer t...
If your Medicare Part D premium will increase by a lot in 2024, you could save a lot of money by shopping your policy....
I was recently a guest on the podcast Awe-Inspired and Retired.We talked about all things retirement, from where we're going to live, to what we're going to do, to who we're going to do it with . . . ...
Do I make the trade…I’m one year from full retirement snd we want to get the house paid off. I work as a clinical supervisor in a community mental health setting and am burned out, pushin...
The American retirement system is slipping. And this could make it harder to have the retirement you’ve worked so hard for. Americans are up against some pretty tough challenges. The Social Secu...
As Thanksgiving approaches, I want to extend my warmest wishes to you and your loved ones. It’s a time of year when we gather to express gratitude for the abundance in our lives, and I believe t...
I spent the first decade of my adult life wandering through the wilderness when it came to personal finance. Then I got a wake up call. We were going to be parents. This sent me down a rabbit hole whe...
Here are a few critical areas to build routines around at any phase, but particularly as you approach retirement....
A market rebound, new 401(k) withdrawal rules and higher savings rates can make retirees' lives easier....
Episode 432: This past week Walmart stock climbed to a record high, then abruptly retreated, to close down more than 8%. Sign up for free ALERTs & Market Commentary at: https://www.investablewealt...
Start these actions in motion before it's too late....
The Sunday Bestis a collection of articles I’ve curated from the furthest reaches of the internet for your reading pleasure. ... Read more...
What is Seeking Alpha? Seeking Alpha is the largest investing community. It serves as an online space for investors to share and discuss stock and investment ideas. Because of its crowd-sourced nature...