Curated articles and podcasts from trusted financial experts and real retirees.
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Don't pay more tax on your investments than you need to. You can keep more money in your pocket (or for retirement) by avoiding these three common mistakes....
If you can't locate essential legal papers for your aging parent, can you get new ones signed? Know the basics of capacity for signing a Durable Power of Attorney....
Elevate your game at these golf schools around the country. You'll learn from pros on top golf courses and with the latest tech. You may even make a new friend....
Borrowing, when done smartly, can provide flexibility and help you reach financial goals. One option is a Home Equity Line of Credit (HELOC). The post Why a HELOC Can Be a Smart Financial Tool for Phy...
A concerned reader wrote to me today asking me if everything’s okay. Apparently, I hadn’t posted for nearly 2 weeks, and I’ve never missed a post, even days after giving birth. Don&r...
Test your basic knowledge of the Federal Reserve and how its actions impact your money in our quick quiz....
FROM THE ARTICLE. A health savings account can be a source of tax-free cash to cover medical expenses in your later years. By Cameron Huddleston, AARP. Published September 10, 2025. often-overlooked w...
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Workers who make military aircraft and equipment in the St. Louis area have been on strike since early August after rejecting an earlier agreement....
Article Link: https://moretothat.com/is-there-more-to-life-than-this/ On a day-to-day basis, the stresses of life can feel all-consuming. There are bills to pay, mouths ... Read more...
Retirement can feel far-off, or too close for comfort, depending on where you’re at. But one thing’s clear — now is the ideal time to get your retirement plan in order....
I was able to save $600k in a 401k starting at age 50 to now 60. After 50 your max for contribution is much higher. If you start late its possible to save quite a bit. Go and get a free version of Bol...
When I was working, I measured life in long blocks of time. Career stretching across decades. Plans were drawn for years ahead. Even worries carried themselves into a distant future. That way of think...
The history of recent market downturns, lessons to be learned, and how to apply those lessons to your future plans. The post A Look Back at Market Downturns: What History Can Teach Your Retirement Pla...
Explore the role potential market risks play in planning your future, other risks, and how flexible sources of funding can protect your future. The post How Important Is It to Anticipate Potential Mar...
If you’re thinking about investing in venture capital or any private fund, you need to understand these five key terms: MOIC, TVPI, DPI, Loss Ratio, and IRR. Without them, it’s like walkin...
I enjoy my job, it’s not difficult for me, it helps people and my skills are in short supply. The pay is not great and I have enough to retire very comfortably right now (63F). I keep thinking &...
I turn 65 this year. I’m still working because I love what I do. However I am clearly the oldest by many many years and I get treated like I should be in a nursing home some days. The last week ...
The Milliman 2025 Retiree Health Cost Index reveals that a 65-year-old couple may need up to $388,000 for medical expenses in retirement....
With retirement pressures mounting, Gen Xers and baby boomers are increasing IRA contributions in a bid to catch up, according to a new Fidelity study....
Don’t assume Social Security withholding is enough. Some retirement income may require a quarterly estimated tax payment by the September 15 deadline....
Learn how to maximize your Social Security and pension benefits in your retirement income plan....
Answering reader questions about decumulation in retirement, how to start withdrawing from your investments, and when and if you should increase your bond allocation as you are nearing or entering ret...
Sure, money is a big reason to come out of retirement, but it's not the only reason retirees are doing it....
The costs of homeownership may continue to rise in retirement. Here's how to manage that....
From how to retire in a crazy market to how much to withdraw and how to spend without feeling guilty, a financial pro shares the advice he's given this year....
If you have Medicare Part D or a Medicare Advantage plan, reviewing your Annual Notice of Change is crucial. It can save you money and ensure you can still see your preferred doctors and hospitals....
Test your basic knowledge of the Social Security program in our quick quiz....
We all want to honor an aging parent or other loved one's wishes to stay at home for any care needed. But the cost may not be affordable, even for the wealthy....
What should you invest in if you're really, really worried about the current level of the US debt? There are plenty of options to consider. The post The National Debt and World War III — How Sho...
Planning for your child’s college education can feel overwhelming, especially when faced with skyrocketing tuition costs and countless savings options. This week on the show, we’re discuss...
Married couple "Mark" (62) and "Lisa" (60) want to retire together in the next year. They shared their financial plan and their goals with two financial advisors. One advisor said they could retire. T...
Consider the following scenario: You’ve carefully selected private equity investments for your IRA, excited about the potential for tax-advantaged growth. ... Read more...
? Show Notes In this episode of the Retirement Answer Man, Roger Whitney sits down with Peter Lazaroff, Chief Investment Officer at Plancorp, for a thoughtful conversation on the power of simplicity i...
If you want to FIRE, one of my regrets was pulling the ripcord too early at age 34 in 2012. Even though I started writing about FIRE in 2009 with the launch of Financial Samurai—trying to uncove...
This one measure may be as effective as lifestyle changes or some medications for safeguarding your heart health....
The Great Wealth Transfer is well underway, yet too many families aren't ready. Here's how to bridge the generation gap that could threaten your legacy....
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If you want to supercharge your nest egg in the run-up to retirement, follow these strategies....
I'm 70, about to retire any day now. I want to make sure that I am budgeting such that I have a large chunk of change if/when I need to go into a nursing home. If this is my fate I would like to go to...
I (61F in a couple weeks) retired in March. My spouse retired 4 years ago. We live in an area with world class medical reasearch and a lot of universities. There are quite a number of local studies th...
I am hoping to buy a lakefront property for a retirement home. I am 63 and plan on working another 5 years. My current home is paid off and I would sell it once I retire. For the retirement property I...
I'm a 67 year old male. I retired in July, a couple months after turning 67, and I'm starting to have second thoughts about this whole retirement thing. My mother hasn't retired yet, but not due to an...
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the five phases of retirement planning, the OBBB's potential impact on charitable giving and why you should...
Congress could look to high earners to help offset lost revenue and possibly shore up the Social Security program....
Many founders who think they have a great business idea ask private investors, aka angel investors, to make their dream a reality. The post Should Doctors Consider Angel Investing? The Other 5% of You...
We heard your feedback, and today on Your Money, Your Wealth® podcast number 546, Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing retirement for the not-so-fat wallets: Joe and Masa...
Example from today Installing a ceiling fan/light on a high angled ceiling. Climb ladder to get close to the fan, take off glasses to be able to see the small screw and screw hole I need to navigate. ...
The hidden complexities of Social Security could cost retirees tens of thousands over a lifetime. While it may seem like a simple income source, the right strategy can dramatically improve your financ...
Force of habit. I’ve always found that phrase a little irksome. Not because I consider myself some paragon of self-control, ... Read more...