Discover the Best Insights for Every Stage of Retirement

The 90+ Rule of Retirement: Live Long and Prosper

What good is living longer if your money doesn’t last long enough to enjoy it?...

I'm a Financial Planner: How to Dodge a Retirement Danger You May Not Have Heard About

Timing is everything, and sequence of returns risk can mean the difference between a retirement nest egg that's overflowing … or empty....

Caring for Aging Parents: An Expert Guide to Easing the Financial and Emotional Strain

Early conversations, financial planning and understanding the progression of care needs can help to mitigate stress and protect family relationships....

Identity Diversification May Be As Important As Investment Diversification

As long-time investors, we all understand the importance of diversification when it comes to growing wealth. Bear markets and corrections are inevitable, which is why putting everything into a single ...

25 Best Places To Enjoy Your Retirement In 2025: Walla Walla And Other Top Spots

Find the best places in the U.S. to follow your retirement passions, including golf, hiking, boating, skiing, the arts, fine dining, restaurants and lifelong learning....

One Smart Way To Enjoy Retirement: Move Back To Your College Town

Forbes screened nearly 1,000 locales to pick the 25 top places to enjoy retirement, weighing quality of life and leisure offerings from the arts to fine dining to golf....

As Congress Fights Over Benefits, Here’s A Quick Look At Medicare And Medicaid

As the government shutdown continues, Congress can’t come to terms on spending. It’s easy to confuse Medicare with Medicaid, but there are several key differences....

I'm a Financial Adviser: The OBBB Is a Reminder for Older People to Have a Long-Term Plan

The new tax bill presents a good opportunity for retirees to revisit tax plans, look into doing some Roth conversions and consider plans for long-term care....

Care to share a little inspiration?

As I finish lunch at the office, looking forward to another 10 years before I can retire, I often read the stories of the people in this community and daydream a little bit about what my wife and I wi...

Retirement is finally sinking in

I retired on March of 2023 after about 41 years of work at two aerospace companies (16+ at one and 25 at the second). For some strange reason, I have kept all my tech books from school and ones acquir...

Decisions, Decisions (should I stay or should I go?)

Not to paraphrase The Clash.... But, I had been planning to retire in January 2026 with a modest pension, SS @ age 65, and draw down assets at a target rate of 3%, and max out my 401K this year. But, ...

How much in illiquid assets for 64m and wife with no kids?

M64 wife is 57, no kids. We have just north of 4 mil in liquid assets split between 3 in after tax and 1+ in 401k. How much should we have in real estate vs bonds,equities and annuities? I’m ant...

Tax break for high earners over 50 to disappear in 2026

Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term....

Kiplinger Quiz of the Week: Test Yourself on the Week's Stories

The Nike stock price, Amazon's settlement and the shutdown were all covered by Kiplinger this week — but why? How much do you know about the week's financial news?...

Quiz: Social Security — Do You Know More Than the Average American?

See if you are above average when it comes to Social Security knowledge....

Need a Reason to Retire Early? Consider These Eye-Opening Stats

The majority of people retire early, leaving the workforce before reaching their Full Retirement Age (FRA). Maybe you should, too....

Seven Things You Should Do Before 2026 Because of One Big Beautiful Bill Changes

The new law ushers in significant changes for most taxpayers. Make these moves now to take advantage of them....

Trump And Powell Get Something Out Of Shrinking Labor Power

For now, Jerome Powell probably doesn’t need the BLS report to convince the Federal Reserve Governors the labor market is cooling....

Finding a forgotten 401(K) - $2.1 sits forgotten

From a USA Today artical: $2.1 trillion sits in left-behind 401(k) accounts. Could one be yours? Finding a forgotten 401(k): The low-hanging fruit First, visit the National Registry of Unclaimed Retir...

Roth 401(k)s: What to Know Before You Contribute

More employers are offering Roth 401(k)s inside their plans, making these accounts more accessible than ever. But just because your employer gives you the option doesn’t mean it’s automati...

Take A Peek At Your 2026 Part D Drug Plans

Preview some of the changes coming to Medicare Part D Drug Plans in 2026....

Moving Abroad? You Might Need a Cross-Border Financial Adviser

If you want to live in another country long term, you could benefit from an expert's guidance. Here's how to find a good qualified adviser to help with residency requirements, documentation, financial...

Quotes from John Wooden: 8 Lessons from the Legendary Coach for a More Secure Retirement

Through quotes from John Wooden, learn how consistency, patience, and focusing on what you can control build a more secure financial future. The post Quotes from John Wooden: 8 Lessons from the Legend...

Asset Location: How Tax-Smart Investing Can Supercharge Your Portfolio

Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes. The post Asset Location: How Tax-Smart Investing Can Supercharge Your...

The Ideal Length Of Time To Hold A Mortgage Until Paying It Off

Deciding whether to pay off a mortgage early—or how long to keep one—is ultimately a personal choice. In this post, I’ll share my perspective by drawing on both real-life experience ...

For those whose spouses died early in retirement, now what?

My wife died last week. We spent 15 years planning our ideal retirement, started to implement 3 years ago by snowbirding/winding down work to a part time schedule. And we fully committed to retirement...

Break These 6 Personal Finance Rules for a Wealthier Retirement

Some personal finance rules are helpful, others work against you as you near retirement. Here are 6 rules meant to be broken for a more secure future. The post Break These 6 Personal Finance Rules for...

How can I get my will notarized?

I'm hoping you guys might have some suggestions for me. I have a will but it needs to be notarized with two witnesses. I went to the bank thinking I could get it done there but they said that they cou...

A $1 Billion Tagalog-Fluent Advisor Bringing Wall Street Discipline To Anchorage Alaska

With $934 million in assets, Alaska Wealth Advisors combines a disciplined, ETF-driven investment process with deeply local roots, serving 650 families across the state — from oil executives to ...

This $5.1 Billion Boston RIA Says Dinner Table Money Talk Is Critical

At Mayflower Advisors, Lawrence Glazer and his 30-person team focus on capital preservation, multigenerational planning and community education....

An Alabama Woman’s Journey From Children’s Clothing To Tech IPOs, To Leading A $5.8 Billion RIA

After co-founding Busy Bees—later spotlighted by Gwyneth Paltrow’s Goop—Shannon Spotswood returned to finance, helping build RFG Advisory into a platform that supports 65 independent...

This $13.6 Billion NYC RIA Gives Each Client Two Advisors And A Trust Company

Evercore Wealth Management matches each family with an investment lead and a fiduciary planner, runs proprietary large-cap equity and investment bond strategies, and serves as corporate co-trustee to ...

Experience With Fixed Index Annuities (FIAs)

I attended a (retirement-related) presentation last night about Fixed Index Annuities (FIAs) and though I vowed never to touch an Annuity—because, you know, Social Security is an annuity—I...

What are they selling, specifically?

Tiktok, Reels, and Facebook, are all relentlessly targeting me with ads for a new retirement strategy that does not include annuities, life insurance, 401(k)s, IRAs, and proposes to me that it will ge...

I'm a Financial Planner and a Parent: Here Are Five Money Habits Every Young Family Should Have

When children are young, it can be hard to meet immediate costs, let alone save for the future, but these five habits can help build lasting financial security....

How We Almost Missed Our Transatlantic Flight

Travelling always involves an element of unpredictability, but when you travel with a child, that unpredictability goes into a whole new level. This happened to us recently, but not in the way you&rsq...

Government Shutdown Could Delay 2026 Social Security COLA Announcement

The shutdown of the federal government has thrown a wrench in the 2026 COLA calculations. Here is what you need to know as we wait for the forced furloughs to end....