Curated articles and podcasts from trusted financial experts and real retirees.
Showing 30 results of 13280
When you child gets close to going to college, consider investing your 529 plan account in CDs or a stable value fund. Only some 529 plans offer them....
Next time you hear "people used to have a pension," think "people used to save 15-20% of their pay." Nothing stops you from doing so today, unless you don't want to....
Today, a reader struggles with the question of how to find your passion in retirement. With two years to go, he shares what he's doing....
What are the 6 most common retirement mistakes? Why do 43% of retirees have regrets, and what can we learn from them?...
Having both current income and an investment portfolio makes you financially more secure. That's the smart way to do FIRE....
If you're thinking of getting an RV in retirement, today's post is for you. What we've learned from 3 years of RV'ing in retirement....
A review of the retirement calculator from NewRetirement, including a summary of all functionality, pros and cons, and a summary of other product offerings....
While most people find retirement to be a great time in life, there are those who suffer from The Dark Side of Retirement. Today, some tips to help....
"How Long Will Your Retirement Savings Last?" is one of the most important questions to ask, but it's impossible to answer. Today, some free tools to help....
An expert in the field of retirement planning shares his perspective on how to find fulfillment in retirement. His advice is worth heeding....
The rich do take advantage of their knowledge of the tax code to pay less in taxes. But six strategies higher earners use are available to everyone....
Retiring early means lower average earnings for calculating Social Security benefits. However, once you reach the second bend point, you aren't losing much. I show you how to see when you will reach t...
Are you Dr. Content or Dr. Neurotic when it comes to oversaving? The more we can move toward Dr. Content and away from Dr. Neurotic, the happier we and our families are going to be....
In today’s episode of eggstack, we examine retirement rules of thumb. Who knew retirement planning was so easy you could do it with a rule of thumb? Continue reading...
Are you saving enough? It's the most basic of questions. Yet, I’m always so disappointed when I see an article showing how low the US savings rate is. A recent study by Fidelity showed that th...
I compared two free calculators for the optimal Social Security claiming strategy with hypothetical test cases. They both do a good job....
It was the end of 2012 when I first started looking for articles on what retirees did to create a happy retirement. My queries on the web resulted mostly in articles about retirement timing and fina...
Last week Mike wrote to ask me for a quick answer to the question, “What are you going to do when you retire?” Mike plans to retire in three months. I often receive the related question, “What d...
The one thing, as much as anything, that consumes people's thoughts when they think about early retirement is money. How's the market doing? How are my savings doing? Will I have enough? Have I ...
It has been more than a month now since I early retired from MegaCorp and adopted my new life of leisure. It feels like I am still "skipping school" and am expected to go back to work at some point....
When your 401k-type plan allows non-Roth after-tax contributions, you can take the money out to a Roth IRA or convert to Roth within the plan. Either way works....
Early retirement is expensive when you include the opportunity cost. It's the opposite of frugality....
Health insurance is a big, incremental expense for people hoping to retire early from corporate life. Understanding our options and the costs has been an important focus for us as we've plotted...
The individual data points of life are much less predictable than the average. Here’s a simulation that shows you how much time is left on the clock....
The one question most readers have been sending me has to do with The Number. I write those words with capital letters in homage to the financial planning book by Lee Eisenberg of the same name and ...
A Roth conversion can be a smart move. But it can be made even smarter if you use more than one Roth IRA to do it, then recharacterize the underperformers....
I had a great day at work this past Friday. There wasn't anything especially amazing about it, but it was a truly enjoyable day. Good conversation, meaty strategic work, and a fair amount of horsi...
My son is a junior in high school and starting to look at colleges. He’s a smart, thoughtful kid who doesn’t seem to be stressing too much about where he goes off to school. At the same time, sinc...
Saving for FIRE is the last thing on the minds of most people. Although almost everyone dreams of being financially independent and retiring early, very few are doing anything about it. Americans ...
