Curated articles and podcasts from trusted financial experts and real retirees.
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How many 401k rollovers per year can you do? Understand the one-per-year rule, direct rollovers, taxes, and smart timing with Boldin’s Savings Playbook. The post How Many 401k Rollovers Per Year...
The ‘Great Wealth Transfer’ may not help with high property taxes, soaring homeownership costs, and liquidity issues in 2025....
Are you spending a lot on non-essentials that once felt like luxuries but now seem normal? You might be experiencing lifestyle creep. Here's how to stop it in its tracks....
Answering questions from the residents in the audience who are wondering about saving vs. investing, buying houses, physician loans, and Roth IRAs. The post The Resident Episode appeared first on The ...
Charitable giving is a cornerstone of many comprehensive retirement plans. It's also a cornerstone of our mission at Keen Wealth Advisors. Our whole team takes great pride in serving as active members...
Want to live a longer, healthier life? Here are some surprising foods to enjoy (coffee!) and to avoid (some types of spinach!)....
Is a Roth IRA really better than a traditional IRA? The truth is... it depends on your tax situation. In this video, you’ll learn why your current tax bracket versus your retirement tax bracket ...
I've seen posts about people doing consulting in retirement. But I haven't seen posts by people who've had full-time consulting businesses. I'm interested in how you wound down your business and if yo...
Physicians exploring ways to diversify their investments may consider alternatives beyond stocks, bonds, and mutual funds. Commercial real estate offers ... Read more...
Traveling as a family is a challenge. Not only do you need to manage a tiny energizer bunny, while lugging around mountains of his gear, you’re doing it while jet-lagged and surviving on 2 hours...
We asked financial experts and therapists for advice....
You've had the same financial adviser for a long time, but things are changing. Now what? Stay the course, or jump ship? Five questions could help you decide....
New Fidelity research shows a surge in plan sponsors offering financial wellness programs that could overlap with traditional advisor services, raising questions about future roles....
A 401(k) isn't the only way to fire up your savings. There are other tax-smart ways to build a nest egg, including these three out-of-the-box moves used by the richest retirees....
A key to maximizing a family’s after-tax investment income is to navigate the Kiddie Tax. Don’t make gifts of investment property without knowing the rules....
There is often deep discomfort about confronting an aging parent with the reality that they need to give up some control. Here are some tips to help ease your anxiety....
On January 1, 2025, Medicare began reducing physician payments by 2.8%. This cut, the latest in a long string of ... Read more...
SHOW NOTES In this episode, we tackle the often-overlooked topic of taxes in retirement with expert Erin Coe, an enrolled agent. Discover how to avoid unexpected penalties and interest on your IRA dis...
Jonathan Clements, the longtime Wall Street Journal columnist, died this weekend. Here are some of his best ideas....
Two decades ago, I learned an important lesson: if you can’t beat them, join them. And if you can’t find a job with the monopolies, then you might as well invest in them! Take what happene...
Medicare beneficiaries will face higher premiums, deductibles and surcharges starting in 2026 and continuing over the next decade. Here's what you need to know....
Managing an equitable division of assets, selling a home, negotiating alimony and splitting retirement accounts are among the money matters that weigh as heavily as emotional issues....
My husband and I plan to transition to retirement by quitting our current high-stress but good-paying jobs and getting jobs that are lower in stress and more flexible in scheduling/work hours but very...
I am retiring later this year and have been running the numbers ever since I decided to retire earlier this year. My latest estimate for our retirement income shows that it is possible that we may hav...
I am 60 and set a target retirement date for me and my spouse of Jan 1, 2028. 2 years + 3 months. Based on my savings/spending and conservative growth projects, I think we should be fine. What is your...
There are 5 myths about filing for Social Security…that could cost you a small fortune! We set the record straight, on a special edition of Retirement Solutions Radio, “5 Big…...
Have you been a good saver? Is a big part of your retirement savings in an IRA or 401K? Saving money in one of these tax-deferred retirement accounts seems like…...
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the financial implications of gray divorce, a positive mindset for retirement planning and a widow's annulm...
Planning for retirement isn't just about hitting your savings targets and hoping for the best. It's about getting creative, asking new questions, and challenging your own assumptions. We follow the re...
Wendy and Joe in Colorado ran the numbers, and their financial planning software says they'll have over $10 million when they pass. Wendy's wondering if they should continue converting to Roth while w...
A man charmed a 72-year-old widow into marriage, and then her accounts were seized to pay off his debts, highlighting the importance of background checks on potential spouses as well as prenuptial agr...
As like most aspects of life, there are many uncontrollable elements to retirement planning. All to often, many people stay preoccupied with things they can't control and inadvertently ignore things t...
Most grocery advice feels like homework. Clipping coupons, building a meal plan, tracking spending in spreadsheets. Ugh. It’s no wonder ... Read more...
Age is just a number, but when it comes to retirement, make sure you are prepared by answering these questions....
Here's what doctors need to know about President Trump's announcement that there will be a $100,000 fee to obtain a new H-1B visa. The post How Trump’s $100,000 H-1B Visa Fee Will Affect Doctors...
Inflation is a major danger to the financial security of retirees, and the price increases that don’t make headlines often covertly hurt retirees the most....
If all the following is true, what is the real amount one needs saved to retire, expressed as “x times final working years annual earnings”. 1) you have worked until full retirement age or...
Hey everyone! I just had a very unproductive week. Mrs. RB40 went off to California to visit her parents for a month. This seemed to have kicked off a spiral ... Read more The post Surviving A Very Un...
It's important you get involved in financial planning now so you're prepared and confident to make decisions when you potentially become your own financial manager....
Housing wealth is a huge part of the American retirement picture. However, many people don't unlock the cash flow benefits of tapping into home equity in retirement....
I know way too many people who are retiring FROM something rather than retiring TO something. Or that's what they did already and now they're struggling a little bit emotionally or mentally. The chara...
Test your basic knowledge of the Social Security COLA (Cost-of-Living Adjustment) in our quick quiz....
Determining how to decumulate your nest egg in retirement is one of the hardest tasks in finance. Is the 4% rule still a good guideline? The post Here’s How Much the Man Who Invented the 4% Rule...
So far in 2025, early Social Security filings have jumped dramatically compared to last year. Nearly half of those filing early say they’re doing so because they’re worried about cuts. But...
It’s the High Holiday season for Jews around the world. This is a time for introspection, which is foundational to a successful future, especially for one’s finances....
Every time Congress rewrites the tax code, the changes often ripple out under the radar. This has not been the ... Read more...
Top story in AARP this month is a full spread on pain management, with scant mention of shortfalls to Social Security and Medicare - they garner only the barest mention on the bottom of page four?? A ...
Research is mixed, but I prefer the quiet joys of morning twilight....
Some older docs have huge net worths. But there are plenty on the other side of the bell curve, too. What does it look like to win at 50? The post What Winning Looks Like at 50 appeared first on The W...
Looking for the best places to retire? A new report reveals affordable places to retire in Italy where you can live on Social Security for as little as $1,000 a month....