Curated articles and podcasts from trusted financial experts and real retirees.
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It's a beautiful Monday morning just a little over 4 years since I involuntarily retired. (That turned out to be a good thing). I often reflect, on these weekday mornings, on how incredible it is to h...
We (61m & 60f) are getting ready to downsize and move to a townhouse in a mid size city. The difficult question is if we should sell our very big suburban house (with equity but also a big mortgag...
Are there lessons we should learn from the comparison of the Rockefellers and the Vanderbilts? In this episode, we look at the contrasting estate planning tactics of two of America's wealthiest dynast...
My Mother receives Social Security and disability. If she has or makes too much money, they will start restricting her benefits. I'm in a position where I need to utilize her bank account, and move ab...
Continuing from where we left off last time, after Cancun we headed to Merida. Since this was the first time we travelled with a baby, I was reluctant to go anywhere that required a long bus ride. A 5...
Technology is helping people age in place. Here are some examples....
FROM ARTICLE - SEE ARTICLE FOR MORE! Why the Retirement ‘Magic Number’ Keeps Getting Bigger. Inflation fears, longer lives fuel spike in what Americans believe they’ll need to retire...
There are many scams people should be watching out for. Two that can impact seniors in particular are gift card draining and check washing....
There is a lot involved. We (both 65) have two grown daughters (18 and 22) who we are still supporting and they need to step up. I've been unemployed for the last 2 years and having a very difficult t...
Thinking about a move to New England for retirement? Here are the best places to land for quality of life, affordability and other criteria....
No matter where you are in your financial journey, many options are available, including eliminating RMDs altogether through Roth conversions....
To maximize your retirement income, you need to know how your cash balance plan works, which type of payout is right for you and how it’s taxed....
Since a surviving spouse gets the most flexibility and tax breaks of all possible beneficiaries (other than perhaps a charity), it seems that choosing your spouse as the beneficiary of your IRA may be...
Here are some smart strategies to get those balances down...
Understanding the fundamentals of personal finance is pivotal for kids to successfully launch into the world of adulting. Money skills are necessary to navigate effectively through everything from lif...
Incorporating these FIRE practices into your daily living can enrich your life and put you on the path to rocking retirement (at any age!)....
You work hard to save for your retirement. To help you enjoy it and live more comfortably, here are suggestions to stay on track....
I’m about 24 months out from ‘retirement’ (e.g, working for someone else). I have a decent salary, kids are independent, and no debt other than a mortgage. When I retire, downsizing ...
Trading in retirement accounts saw a slight increase after achieving additional "above…...
Trading in retirement accounts saw a slight increase after achieving additional "above…...
A NIRS brief provides six recommendations for Congress to consider in broadening pension…...
As in earlier solutions like auto features and target date funds, proactively providing…...
IRS today announces small inflation-adjusted bump for owners of triple-tax-advantaged Health…...
FROM ARTICLE - SEE ARTICLE FOR MORE! Medicare and Social Security Are Critical to a Secure Retirement, Say Americans 50+. By Rebecca Perron, AARP Research & Teresa A. Keenan, AARP Research. Publis...
Starting your own medical practice or business is an exciting time, but navigating the legal intricacies – not so much. ... Read more...
We( couple 60yo ) began talking about downsizing about 7 years ago. Through luck and a lot of tough decisions we accomplished it. So We started with a 3000 sqft home - then to a 1400 square foot Condo...
The increase in balances is linked to a slight uptick in 401(k) participant contributions,…...
401(k) Specialist has retracted a post originally published on May 2 that contained factual…...
Small 401(k) organizations are reporting stronger levels of growth, but their workers don't…...
Orr was previously chief of staff and chief policy officer with the PBGC...
Home, auto, & umbrella insurance are too often a footnote in wealth management, but a good agent can make a huge difference....
Is your retirement planning full of holes? Unless you fully understand a few key points, you could be setting yourself up for some surprises....
If you want to make the transition from a full-time job to being a stay-at-home mom (or dad), here are some issues to keep in mind....
I have been thinking about retiring for some time. I am already collecting SS and on Medicare A and B while working full time. My job has been getting worse and worse, and I just heard from my boss th...
The Sunday Best is a collection of articles I’ve curated from the furthest reaches of the internet for your reading ... Read more...
This federal law determines many of the rules for your 401(k) or pension....
It's always a good idea to get a “Wellness Checkup” for health and other aspects of life – finances included. On this episode we delve into a variety of financial topics and explore ...
Express your gratitude and appreciation by picking out a retirement gift for a colleague....
In a new survey asking retirees what surprised them about being retired, the big winner – for 43 percent – was how much they’re enjoying it. The rest of the survey indicates that the...
By Dr. Dan Fosselman, Guest Writer There are multiple rules of thumb in personal finance. Set aside 15%-25% for savings, don’t spend more than 30% on housing, tithe 10%. John Maxwell, an author ...
You may feel like a mortgage prisoner, but your options may be more doable than you think....
On August 7, 2023, I received an email from Amy X. Wang, the assistant editor at the New York Times Magazine, inquiring about the modern-day FIRE movement and its Fat FIRE offshoot. Amy is a self-proc...
Everest, Inc. author Will Cockrell discusses why high-net-worth people flock to climb Mount Everest....
Relocating to Europe for retirement or just because could be more complicated than you might think. Here are a few things to think about....
Watch this free clip from the “Estate Planning in Your Retirement” online course. Shane Perry, a TRS financial planner and course instructor, walks us through three possible scenarios for ...
Forget about endowments and their holdings and divestment for a minute. What do you stand for, and how can you make your portfolio reflect that?...
A bill was recently introduced in the House by Rep. Angie Craig (D-Minn) called "You earned it You keep it". It would eliminate federal taxes from Social Security wages. A windfall for most retired pe...
This is my first Saturday of being retired. I finished my last work project on Wednesday and it's taken me until today to start to feel like maybe it's true. I started to know I needed to retire about...
I am well situated right now. However, if my spouse dies, I can imagine living an expat life in Europe at least for a while. (He has health problems, and is a homebody. When I travel, I go with my sis...
I (F 62) am getting ready to retire August 1st. I'm ready, and have run the numbers, and while I won't be swimming in money, I'll get by with SS and pension, and hubby's SS and pension, plus my 457 an...