Curated articles and podcasts from trusted financial experts and real retirees.
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With more than 4 million people turning 65 in 2024, an expert in psychology and aging explains why so many of them are thriving like never before....
By Josh Katzowitz, WCI Content Director George Miller is one of the bigwig movie directors in the world of film. It’s been that way since 1979 when the then-26-year-old directed Mad Max, the pos...
Today, at age 64, I have been retired for three years after a four-decade career in both the business world ... Read more...
When you inherit an IRA, you likely have a lot of questions. Do you need to take RMDs? When? How long do you have before the account must be cleaned out?...
Kiplinger is back with music recommendations based on the favorites of boomers and Gen Xers....
By Dr. Jim Dahle, WCI Founder There are a lot of nice advantages of using exchange-traded funds (ETFs) over traditional mutual funds (MFs). However, one of the disadvantages is that you actually have ...
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As a nurse, you have a unique set of transferable skills. Your ability to explain complex topics, think critically, problem solve, and pick up new skills makes you well-suited for a variety of side hu...
I read post after post of those downsizing as if it's the only way to go. We are in our late 60s. Live in a 2500 sq ft home on 2.5 acres in NY. We are looking to move either down south to NC or Georgi...
I live in an old neighborhood in which the existing housing stock is being replaced with new builds. At age 75 and hope to be here for another 10 years if I’m lucky. I’m wondering whether ...
My wife is retiring in 2 years and we have our heart set on selling our big and expensive home in New England and relocating to either Arizona or Florida. I am thinking about the pros and cons of and ...
Tax planning is a multifaceted process that requires a personalized approach, especially for high-income individuals and families....
Recent surveys show people are worried they won't have enough money to retire. But other data indicate they overestimate their needs....
[Editor's Note: The IDR waiver deadline has been extended once again, and it's now set for June 30, 2024. This extension applies to borrowers with FFEL, HEAL, LDS, or Perkins Loans who are seeking loa...
Consider these strategies to avoid overpaying taxes on your hard-earned money. Your family will thank you for it. (And you’ll thank yourself.)...
Once you tie the knot, your Social Security benefit will be forever tied up with your spouse’s — and that can be a good thing if you understand how it works....
How the kid phenom of Jersey rock has handled 40 years of fame — and the potential loss of his most precious instrument: his voice...
Before you take the retirement plunge, you might want to make sure each of these things is addressed so you can focus on enjoying your golden years....
Navigating the risks to retirement, maintaining security and transforming your spending strategy from a “save-only” mindset in order to enjoy your retirement. Today, we’re tackling a...
Money is great, but it can also create awkwardness among friends, colleagues, or even strangers. In this post, I want to share an awkward money situation that dragged on for months. In the end, the mo...
Jason Roberts of Pension Resource Institute discusses how the DOL’s latest fiduciary rule…...
Medical costs can seem particularly daunting for women, given the long list of needs that…...
Qualified Plan Advisors’ Financial Wellness Survey finds levels of financial stress remain…...
Devenir report shows strong stock market led to record asset growth in 2023 even as new…...
The analysis by Fidelity Investments finds that balances increased across 401(k), IRA, and…...
Next month, I’ll be celebrating my 6th anniversary of retirement. Even though I’ve settled happily into Phase 4 of retirement, I’ll never stop experimenting. Today, I’m sharing...
Bank of America’s 2024 Workplace Benefits Report finds fewer employees concerned economic…...
Are you, or will you be, eligible for Medicare? This article outlines exactly how the government determines Medicare eligibility....
20% of adults ages 50+ have no retirement savings, 61% worry they won't have enough at retirement, as per new AARP survey. Plus six tips to start saving now....
If you want to invest in venture capital, I believe it's more beneficial to invest in a venture capital fund than in individual private companies. By investing in a venture capital fund, you will not ...
There is a nationwide effort to remove the long standing stigma of mental health issues. Families can do much to protect elders with depression and other issues....
As a student, managing your finances can feel like a challenging course all on its own. Whether you’re navigating through high school or maneuvering through the complexities of college life, kno...
Heading off to college? Buckle up because it's not just about academics and making new friends—it's also a crash course in managing your finances. Learning how to dodge debt can lead you to fina...
Fewer people with disabilities applied for federal benefits during COVID. The main reason for the drop could’ve been anything from the ease of working at home to evade the virus to the difficult...
A family meeting is essential to determine whether your heirs want the property, and then it’s a matter of choosing the legal arrangement....
A friend or family member with some financial acumen might be your go-to choice, but there are some disadvantages to consider. There are also other options....
Americans seeking an affordable home and a late-in-life adventure may want to consider retiring to Africa....
I turn 52 this year. I believe I’m in a good spot for my plan to retire at 59 or 60, maybe even sooner, but I’d like to get some thoughts from the group on some specific concerns. Hoping s...
Check with your automobile insurance company and let them know if you're not commuting after retirement. May get a decrease in premiums with no decrease in coverage. I got a 10% decrease from Progress...
Anthropologist Kalervo Oberg developed the four stages of Culture Shock in 1954. I got to wondering how these stages related to my experience in my first anniversary of retirement, and I discovered th...
I couldn't be prouder to have my name above the door at Keen Wealth Advisors. If you've read my book, you know that I have a very personal connection to financial planning, and it's been my lifelong m...
I love going on cruises for vacation – it’s my absolute favorite vacation. I know that some people hate ’em and think they’re nothing but a big old petri dish ready to spread d...
If you don’t pay attention to The Big Scary News, the world is amazing. I like to think of all of the differences between modern life and my childhood: You wouldn’t know how great the worl...
Today, Dr. Jim Dahle chats with Dr. Ian Storch about all things DO medicine. Dr. Storch is a gastroenterologist, mentor, and host of the podcast D.O. or Do Not. They go in-depth about DOs, including t...
Managing the taxes that come with an inherited IRA takes smart planning, especially since the SECURE Act eliminated the 'stretch IRA' game plan for most folks....
These annuities are tied to the performance of a market index and address concerns about high fees and complex structures....
Thebrief’skey findings are: The 2024 Trustees Report showed a slight drop in the 75-year deficit, but the depletion date for the retirement trust fund remains at 2033. The prospect of a 21-perce...
It's important to know how Medicare tax works....
Some retirees make an expensive mistake by trying to roll over their required minimum distributions to Roth IRAs....
By Dr. Jim Dahle, WCI Founder A few weeks ago, we asked you tonominate your favorite doctor who is educating colleagues and trainees on financial matters for The White Coat Investor Financial Educator...
IRA, 401k balances and investments...how often do you check them and why? Daily? Weekly? Monthly? When the mood strikes? When there's market news? Out of habit? To update planning sheets? Because you'...