Curated articles and podcasts from trusted financial experts and real retirees.
Showing 50 results of 13791
As a new prime minister seeks stability, three government shake-ups since last summer have already taken their toll on the French economy....
Ever since President Trump trotted out that giant poster board on Liberation Day, there have been two competing narratives over how this would turn out. Economists have warned that the tariffs, which ...
If time is truly more precious than money, then spending money to buy back your time is the wisest trade of all. Here's an example of overcoming my frugality to live a better life. Perhaps one of the ...
We ask financial experts for advice....
Don't want to run out of money in retirement? You need a retirement plan that accounts for income, market risk, taxes and more. Don't regret putting it off....
Consider how your housing needs will change, what you'll do with your time, maintaining social connections and keeping mentally and physically fit....
Imagine if you had the opportunity to sit down with the people who have retired successfully before you and learn from their hard-fought lessons. What were their biggest mistakes? And…...
I’m 63, setting up for retirement soon. Last year we sold the big suburban house and rented in a cheaper city. Lowered our COL by half. Not just saving the mortgage and taxes, but also on the we...
Two years into retirement, I'm realizing that control has limits. Even though I've planned carefully, I've saved faithfully and studied virtually every outcome with dozens of calculators, life is happ...
We’ve always been enthusiastic travelers, but lately our desire to travel has diminished. It’s not that we can’t physically do it, and not that we can’t afford it, it’s m...
Tuesday, October 07 - Monday, October 13, 2025 Most Commented score comments title & link 19 34 comments 58 years old and no retirement account. 33 32 comments What have you learned in your 70s an...
It was a beautiful October afternoon. I was driving home after an enjoyable mountain bike ride in the Appalachian Mountains, savoring the cool breeze through the open windows in my […] The post...
How can you identify gaps and hidden assumptions in your tax plan for retirement? The solution may be stranger than you think....
The financial industry profits from hoarding, not living. Why 'people want to live their money' and the AI-based app that is helping them....
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
Maybe it came from their parents, mentors, or an actual advisor. Now, WCI readers share the worst financial advice they ever got. The post What Is the Worst Financial Advice You Ever Got? appeared fir...
As discussed in our previous post of September 28, 2025, there are lots of levers in the Actuarial Financial Planner (AFP) that can be pulled to make your spending plan in retirement more or less cons...
These three welcoming expat havens—Thailand, Germany, and Costa Rica—are ideal for U.S. Veterans looking to make an overseas move....
Gold has been in the headlines lately as it climbs to new highs, prompting many investors to look for ways ... Read more...
The 'Oracle of Omaha' knows a thing or two about life, investing and retirement....
Retiring usually means cutting out that daily commute which could make you less risky to insure. Does that mean your car insurance costs will drop? Here's what you need to know....
Discover how Social Security and wealth interact — and why the program plays a different role depending on your income and resources. The post Social Security: Surprising Insights on How the Pro...
How many of these 29 retirement planning mistakes are you making? Almost everyone fails at #4, #8, and #26. See how to fix your errors. The post The 29 Biggest Retirement Planning Mistakes and 29 Easy...
Disability insurance is vitally important, but if you're a foreign national, it's an even more complex issue. Here's what you should know. The post Physician Disability Insurance for Foreign Nationals...
You don’t have to look very hard for bad news these days.Even when the stock market and economy are booming ... Read more...
The Social Security trust funds are on course to run dry in less than a decade, but finance experts say not to panic yet....
The belief that more data equals more control is an illusion. Our obsession with finding the“perfect” financial plan and receiving constant information often leads to anxiety, not peace. J...
Everyone should have a will. But should the will or a trust control most of the assets in an estate?...
In this week's Ask the Editor Q&A, Joy Taylor answers more questions about the use of qualified charitable distributions (QCDs) in end-of-year tax planning....
Homeowners who are considering using home equity in their retirement plan can analyze it like they do their other investments. Here's how....
Between my wife and I we both have accounts at Fidelity and Charles Schwab. They are a mix of rolled over 401K's, IRA's and Roth. I have been using Empower as a way to view all the accounts and keep a...
If so, what were the objections, and how did things turn out? I'm 65 and want to retire now. I have had good paying jobs for many years and we live frugally, so we have a good amount of money saved, b...
I retired from my position in January 2025. I continue to receive the odd request from persons/organizations related to my position former position, through my personal cell # that was attached to the...
I read a thread a while back about which trips could be potentially physically challenging, and therefore should not be put off after retirement. I just retired this past June. We are now finishing ou...
M65 & F67. We have 88% of our retirement assets in always taxable accounts. 75% of that is in the M65 accounts. We have plenty of room for conversions this year through 2027 for sure. Possibly lon...
We covered stories about the shutdown, Medicare and vehicle recalls this week, but why? Test yourself on the latest financial and business news....
Traditionally, the best way to manage a portfolio is to use a fixed asset allocation. But that's not the only way to manage your bonds. The post Bond Allocation: Fixed Amount vs. Percentage appeared f...
Want to have a healthy and happy retirement? Financial Planner share the 3 key pillars of a healthy retirement....
Sitting on little gold mines? It's natural to want to cash out when you retire. Here’s why you may not want to....
On October 8, 2025, we decided to go on a family vacation I was decidedly unexcited about. That entire week was supposed to be my time to attend the Fairfield Challenger tennis tournament every day wi...
The IRS just increased the exemption as we enter into a promising tax year for estates and inheritances....
Earlier this year my wife asked, “Where is our money?”That question sent me down a path of simplifying everything — starting with our emergency fund....
Test your basic knowledge of different parts of Medicare in our quick quiz....
Despite the 'entitlement' moniker, Social Security and Medicare are both benefits that workers earn. And reverse mortgages can be a strategic tool for certain people. Plus, we're setting the record st...
The government shutdown shakes up the Social Security COLA process. Yesterday, the government missed a critical report – the Consumer Price Index (CPI)....
Kanwal Sarai of “Simply Investing” explains his 12 rules for dividend investing and how this strategy could be used in retirement planning....
Answering listener questions where we talk about methods to save up for an early retirement, how to calculate the 4% rule, and how to think about capital preservation. The post The 4% Rule and Saving ...
John asks if taking larger IRA withdrawals beyond his RMD to fund his daughter’s Roth IRA makes sense as a strategy to reduce future RMDs, lower estate taxes, and pass on tax-free assets. Althou...