Curated articles and podcasts from trusted financial experts and real retirees.
Showing 50 results of 13791
FROM THE ARTICLE. Are Workers Warming Up to In-Plan Annuities? Surveys show growing interest in 401(k) plans with a guaranteed-income option. By Maya Dollarhide and Tamara E. Holmes, AARP. Published O...
I am mostly a lurker on this sub, but now and again I feel compelled to comment. There is an unintended intimidation factor that is pervasive in this type of sub. Many discussions center around high-n...
My wife and I have particular circumstances. I don’t understand exactly where we can get exploit certain social security advantages. My wife is 61, and I am 56. I am the main breadwinner at 115k...
We ask financial experts for advice....
Senior living options are no longer God's waiting room....
Focus on creating a clear estate plan, communicating your wishes early to avoid family conflict, leaving an ethical will with your values and wisdom and preparing them practically and emotionally....
Financial mistakes can be costly at any age, however mistakes made in your 60's can be even more costly given there is less time to recover then in your younger years. In this episode we highlight 5 s...
Get a handle on asset location. Here are six high-yield principles that teach how to choose the right investments for the best account. The post What Is Asset Location? Tax-Efficient Fund Placement ap...
Sometimes fourth-year medical students ask me, "Should I rank the program that offers a retirement match higher?” Here's what I tell them. The post Is a Residency Retirement Match Really That Va...
What’s really holding you back from taking that next financial step? Join us as we explore how avoidance slowly erodes confidence, why shame and fear create roadblocks, and how to replace procra...
It’s really difficult to buy and hold because fast gains and swift losses can cause you to question even your ... Read more...
Private markets are trying to make a move from the margins to the mainstream in workplace retirement plans—and the implications could be enormous. In this episode, we sit down with Greg Jenkins,...
Looking for a spark of insight, we found 6 new releases that will expand how you think about money, markets, and life. The post Key Lessons from 6 New Books: Rethinking Money, Meaning, and Retirement ...
In looking ahead, we would like to purchase and pay off a car that we will use primarily for long distance travel upon retiring. We have a lot of kids and a couple now are several states away, as well...
Hello fellow retirees. I've been retired since June 2024 and have gotten into reading again after 30 yrs of a career that consumed all of my time and brain capacity. I'm now on a first name basis with...
I was laid off abruptly from an executive position after the large corporation I was working for was acquired. I was 60 years old at the time, and since I had enough money saved I decided to simply re...
Finding out this little-known fact about your body could reveal your risk of heart disease and more. It's a simple, free check for healthy aging....
How to find a bespoke ocean or river vacation for adults. Many of these options are smaller, charming river cruises, expeditions, or niche experiences....
You don't know what you don't know, and with Social Security, that can be a costly problem for retirees — one that can last a lifetime....
A sizable nest egg is a good start, but your plan should include two to five years of basic expenses in conservative, liquid accounts as a buffer against market volatility, inflation and taxes....
I recently had lunch with a former coworker. He was on the interview team that hired me years ago, and my direct manager on the very last day of my corporate consulting career. Our conversation provid...
If healthcare in America weren’t so egregiously expensive, more people would retire earlier and live better, happier lives. We’re one of the few countries in the world where affordable hea...
Retiring early isn’t just about having enough money, it’s about using the right tax moves in the right years. This conversation between James and Ari maps the three biggest levers for earl...
If you live in a high COL area (Nor Cal, So Cal, NYC, Boston….) and if you feel comfortable sharing, what was the net worth you aimed for, to retire? And … did you include equity in your...
Tuesday, October 14 - Monday, October 20, 2025 Most Commented score comments title & link 550 81 comments The quiet wisdom in retirement 103 42 comments Journaling in retirement is a good way to g...
Leslie & Thomas share how DIY planning, Boldin tools & weekly money talks helped them retire early and spend confidently in their go-go years. The post Podcast 103: How Leslie & Thomas Use...
A trio of new books from notable (and notorious) authors offer fresh insights on retirement investing. The post Who you gonna trust: Barry Ritholtz or Jim Cramer? appeared first on MoneySense....
Converting to a backdoor Roth IRA via an IRS "loophole" is an estate planning tool that gives heirs tax-free income in retirement. It can help you, too....
We covered the Netflix stock slump, estate taxes and Dave Ramsey's words of wisdom this week, but why? Test yourself on the latest financial and business news....
We may never think we need a legal document to help an adult child in an emergency. But in this real case, parents did not have what they needed. A nightmare resulted....
Roth conversions, which transform traditional IRAs into Roth IRAs, are a powerful retirement and tax tool. Here are eight facts to get you started....
The 2026 Social Security COLA fails to match inflation because benefits lag, Medicare costs rise, CPI-W is quirky and older women lose most....
Nedra Agnew’s eclectic career path—from public health and foreign service to wealth management—now powers a diverse practice focused on first-generation Black family wealth....
Some married couples can maximize Social Security benefits when the lower-earning spouse files for benefits first, even before their full retirement age....
Social Security tax will be imposed on up to $184,500 of earnings. Average benefits will rise $56 a month, but Medicare Part B premium hikes will eat up part of that....
Social Security made simple: Get expert tips to claim the right benefits, maximize income, and secure your retirement....
A high percentage of plans fall short of meeting their owners’ goals because central players in executing the plan didn't know key facts....
The SSA has announced the 2026 Cost-of-Living Adjustment (COLA), the new maximum taxable wage cap, and the earnings requirements for Social Security credits....
Change is in the air every fall – not just in the leaves and weather, but in your financial planning. At this time of year, the federal government announces some important rate adjustments that ...
I’ve written before about my frustration with the focus of many demographic reports on the 65+ population as a whole rather than dividing the cohort between those ages 65-84 and 85+. This distin...
Tax planning often slips to the bottom of our financial to-do lists—until a surprise bill or missed opportunity crops up. But behind the scenes, the right process for an ongoing tax strategy can...
Answering listeners' tax questions, including a talk about mitigating capital gains taxes when selling stocks and a discussion about how to simplify your portfolio when moving away from individual sto...
? Show Notes In this episode, we continue our four-week series on better retirement goal setting with Roger Whitney. This week, we delve into the dynamics of navigating retirement goals as life unfold...
FROM THE ARTICLE. 9 Steps Gen Xers Should Take to Prepare for Retirement. Shore up your emergency fund, prepare for medical costs and other moves to make before leaving your 9-to-5. By Cameron Huddles...
Source: SSA.gov 10/24/2025 - blog - Social Security Announces 2.8 Percent Benefit Increase for 2026   excerpts from the link Social Security benefits and Supplemental Security Income (SSI) payme...
Fidelity has started offering a youth account, and some wonder if it is a good idea for their teenager. Here's what you need to know. The post The Fidelity Youth Account — Should You Use It? app...
Halloween is the very welcome opening note of the festive season, though this year Diwali handled the fireworks early. Still, ... Read more...
You know what they say, everything’s bigger in Texas. But not necessarily medical school tuition. While some programs can still ... Read more...
You can learn a thing or two from the retirees who went before you....
If you receive Social Security checks, where you deposit them matters because it can help grow your earnings. See the best options....