Discover the Best Insights for Every Stage of Retirement

Is There Hidden Risk in Your Annuity Company’s Balance Sheet?

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Has “Funding Relief” for Private Sector Defined Benefit Plans Gone Too Far?

Making liabilities look small doesn’t make them go away. In doing background reading to figure out how many companies may follow IBM and reopen a closed defined benefit plan, commentators kept r...

Giving a Financial Lift to Grandparents Caring for a Child

For myriad reasons, the 2 million older Americans who are raising their grandchildren get very little help in the form of government assistance. They tend to be from disadvantaged Black and Hispanic c...

Life Expectancy After Retirement–Here’s What To Expect

You might live longer than you think, so it’s smart to plan for a long retirement....

The U.S. Economy May Be Primed For An Innovation Boom

Faster productivity growth in the U.S. economy provides many benefits such as faster wage growth without adding to inflationary pressures....

Racial Wealth Inequality Stays High In Strong Economy

The Federal Reserve’s Distributional Financial Accounts show, among other things, total wealth by race and ethnicity – for Black, Latino and white households....

15 Great Ways To Make Your Money Last In Retirement

Many people worry about running out of money in retirement. Let's share 15 great tips to help make your money last in retirement, no matter how long you live....

These 9 apps will pay you just to sign up ($410 total)

There are plenty of apps that offer a unique opportunity to earn extra cash by completing various tasks such as completing surveys, watching videos or playing games. While there are a few requirements...

The Reason Your Budget Always Fails? Don’t Forget The Phantom Month

Americans are surprisingly strong at having a budget, yet they're not able to keep to it. Why? It's likely due to a quirk in the calendar, dubbed the Phantom Month....

Financial Planning for a Seamless Move: Budgeting Tips for Relocating Seniors

This post was contributed to Leisure Freak by Quintin Beaumont of Verified Movers. Embarking on a new chapter in life, seniors often face the challenge of relocating. Managing this process smoothly re...

A Gift

Recently, a long time follower gifted me with a book. Knowing I was widowed in 2022, she messaged me and asked if she could send me Hope For Widows – Reflections on Mourning, Living, and Change ...

6 Financial Planning Considerations In A High Rate Environment

Folks who take time to evaluate the market dynamics may find strategies to help them achieve their goals. Here are some points to consider in this high-rate environment....

In-Home Care for the Seriously Ill - You May Qualify for More Help Than You Think

The husband of a friend of mine died a few months ago. He was only on hospice for two days before he died. Although they had paid for long-term care insurance for years, he did not take advantage of i...

Bank of America Premium Rewards Elite Review 2024

The market is packed with premium cards that have you jumping through hoops to calculate the best value of ... Read more...

Should You Invest in Stocks at All-Time Highs?

With the U.S. stock market hitting four new all-time highs last week, the question on many investors' minds is, "Is now a good time to buy stocks?" I understand the sentiment. Buying near all-time hig...

My Game-Changing Spreadsheet to Track Upcoming Credit Card Bills

Once upon a time, I decided that I wanted to be a little more “hands-off” with our finances once we became early retirees. This didn’t mean to push down the major planning or big mov...

10 Passive Income Ideas to Boost Your Earnings in 2024

Passive income is a big source of wealth for many millionaires. In fact, 47% of people who make over a ... Read more...

When COVID Aid Stopped, Millions of Children Lost Out

To gauge how much the federal government’s COVID assistance helped the nation’s disadvantaged children, consider what happened after the relief stopped. Millions of low-income children hav...

How to Make Money as a Teenager (8 Legit Ways)

Whether you’re saving for a special purchase, are tired of asking your parents for cash, or simply want to gain financial literacy, our curated list below will give you a head-start in finding t...

5 ways to be a tax planning 'rockstar'

From knowing your demographics to understanding RMDs, these are some of the best opportunities for tax planners to demonstrate their value to clients this year....

Demographic Changes Highlight Growing Retirement Challenges

The U.S. Census Bureau projects that by 2034, there will be more senior citizens than children for the first time in American history....

How To Protect Your Loved Ones’ Digital Estates From Ghost Hacking

Cyber thieves are taking the digital lives of the recently deceased....

Investments Boost Growth And Lay Foundation For More Innovation

All parts of the economy contributed to this growth, highlighting broad based momentum of an increasingly competitive economy....