Curated articles and podcasts from trusted financial experts and real retirees.
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I'm about to retire and see occasional comments from people who regretted retiring. What do you miss? Is it your job you miss or the structure/paycheck? Have you found non-work related things to fill ...
I am retiring soon just coming up to sixty. I am a little concerned that when I retire, I will not have things to do. I know I have lots of tasks to do round the house and garden, but I mean social ac...
ANY COMMENTS? ? I AM NOT ON THE DISABILITY VERSION, JUST THE RETIREMENT ONE! ? FROM THE ARTICLE - READ ARTICLE FOR MORE. 6 Steps to Strengthen Your Social Security Disability Claim. Amid record wait t...
I am not sure if I read the rules correctly - it seems I can use my new Silver Sneakers benefit at any local gym that is set up for the plan. One gym that is way too expensive has an indoor swimming l...
My husband and I are thinking of moving to a land-lease retirement community of individual bungalows with basements. We would love a bungalow due to arthritis and other health issues. The community is...
I'm retired living on Long Island, New York. My son lives in California and I'd like to be near him. Is it best to have my furniture sent via moving company and drive there with my daughter or (as my ...
Check out the latest podcast episode on retirement planning and Social Security by listening on “Apple Podcasts” or “Spotify Podcasts” and watch more retirement planning videos...
For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. This is why this month we have had a series of special guests...
Are you setting a good example for your kid? Shouldn’t you work full-time at the office to support your family? What are you teaching your son by retiring early? These are valid questions. I lef...
If past financial crises has caused you to pause and re-evaluate what you want your money to do for you, you are not alone. Tens of millions of Americans who trusted the traditional approach to saving...
AARP program has helped homeowners get nearly $10 million in property tax relief...
While going through my reader case queue, this one caught my attention. This reader about to give birth and it immediately took me back to my labour and first months with Little Matchstick. Wow, time ...
Doug and I recently took a trip to see MMM’s Arizona Experiment in person. At Culdesac, we were joined by friends including Chad Carson, Paula Pant, Brad Barrett, David Baughier, and JD Roth. We...
The Roth 401(k) is gaining in popularity due to employers offering it inside their plans and also thanks to provisions in the Secure Act 2.0 that only pertain to the Roth option. The question is, is i...
So much of what you see and hear about Medicare can be misleading or flat out wrong. Do your research. Get all the details. Be a smart Medicare shopper....
I have 5 - 10 years until I retire (57F) and I want to find a job that is not stressful for my remaining working years. I am just so burned out with my current job. I’ve been there over 8 years ...
So I have set my retirement date! I am turning 60 this year and plan to retire at 65. March 15, 2030. I choose this date as I want my kids to be fully financially independent. My son is in grad school...
James responds to listener Jerry’s question about the optimal time to distribute inheritance or charitable gifts: before or after passing away. James walks listeners through four important thing...
Take this series of self-tests to find out if you’re above average — and what it takes to get there...
Join the leading figures in the workplace retirement plan industry at the 2024 NAPA 401(k)…...
As women grapple with financial stress, almost half believe their advisors aren't listening…...
T. Rowe Price report finds those with a plan also likely to contribute more to retirement...
Deal marks 2022 startup’s debut of white-label 401(k) plans and recordkeeping for plan…...
Is this sub Reddit appropriate for asking about pre-paying funeral expenses? If so has anyone had any luck with ordering grave site monuments thru on-line monument companies? I ask because my local mo...
Nearly all respondents surveyed in a CFP Board study believe that financial professionals…...
Workers report feeling unhappier at work due to burnout, stress, and economic uncertainty,…...
New CFA Institute research confirms that target date funds expose Boomers to much greater…...
There's been a big spike in retirement accounts worth $1 million or more....
Research shows that the majority of Americans favor pension benefits — but can this retirement-planning relic actually make a comeback?...
When you’re married to someone who has worked under the Social Security taxation system, you have two different benefits that may be available to you: Survivor Benefits, and Spousal Benefits. Th...
Exciting news for homesellers and homebuyers! The National Association of Realtors (NAR) has reached a settlement in its lost $1.8+ billion lawsuit on price fixing and collusion, agreeing to pay $418 ...
I’m 67, and I have an active HSA account from my former employer, though there is zero balance in it because we spent it down last year and of course there are no more employer contributions. No...
They estimated that 77 percent of firms in the state reported making some related party payments in 2021....
In today's shifting landscape, finances are front and center in many American households. New research shows the shifting dynamics surrounding money and women....
The Sunday Bestis a collection of articles I’ve curated from the furthest reaches of the internet for your reading pleasure. ... Read more...
Selling a short box spread is a way to get a loan at a good rate using your investments as collateral. I sold some short box spreads to get cash for building a home because I didn’t want to sell...
Longer lives mean longer careers, right? It’s not so simple....
Hi - tax time coming up and I have until April 15th to decide to put a lump sum into a traditional IRA for 2023. I make too much to reap any tax benefits, but isn’t the fact that this grows tax ...
It's happened to me twice now! Six years ago the so called benefits administrator estimated a monthly benefit (the only means to pay, no lump sum) to be $120 per month more than it is six years later....
Optimum location for assets: IRA, Roth IRA, taxable account...
Learn what Medicare doesn't cover and protect your health wisely. Unveil the gaps in coverage to make informed decisions before retirement....
As spring approaches, we believe it’s essential for you to embrace outdoor activities that promote physical health, social connection, and mental well-being. That’s why we’ve curated...
Like many of us, you have been working and saving for decades for just this moment: retirement. Even though you ... Read more...
I've been keeping an emergency fund in a no penalty CD. Does it still make sense to have it once your income stops and withdrawing from retirement accounts starts? If there's any emergency other than ...
Been looking at communities as my wife like the idea of a very active place such as what she see in adverts for Margaritaville (though we've not been yet, probably will visit one this year as we get c...
Actuaries measure and monitor the health of financial systems by systematically comparing assets and liabilities and making adjustments when necessary to ensure system sustainability. You can do the s...
VOO and VTI are two of the most popular Vanguard index ETFs available today. The key distinction between these two ... Read more...
If you've been feeling down despite the apparent strength of the economy, I can relate. Despite stocks and real estate reaching near all-time highs, there seems to be a growing silent recession among ...
RIAs must consider the bottom line when evaluating health care planning options, but the positives of delivering more holistic and comprehensive planning to your clients should not be overlooked....
You may want to research a knee replacement or other medical problem you have. Whenever our doctors tell my husband or me about a new health problem, the first thing we do is ask the doctor to give us...