Curated articles and podcasts from trusted financial experts and real retirees.
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I was in the work force for 44 years and retired the end of April at 62 y.o. when applying for SS, I initially filled out my estimated wage income as $36K. I actually made closer to $60K. I forgot abo...
The pain of underemployment is real. We ask financial experts for advice....
The One Big Beautiful Bill (OBBB) extended today's low tax brackets, but they may not last. Here's how smart planning now can prevent costly tax surprises later....
Millions of Americans are turning 65 this year. If you're retiring soon, don't dismiss the idea of a Roth conversion — it could still be a smart move even now....
StoryCorps has recorded conversations between thousands of people, and anyone can participate. National facilitator Alan Jinich explains how to share your story....
True retirement freedom isn't about simply doing whatever you want, but about finding purpose and direction through commitments that align with your deepest values and allow you to contribute meaningf...
Retirement isn’t just about finances. It’s about having the freedom to focus on what matters most: your family. In this heartfelt episode, Ryan Thacker and Tyson Thacker are joined by&hell...
Thinking of finally calling it quits? Use this checklist to see if you are ready....
Big data is the commodity of the 21st century, but this time it’s us – or the aggregate of our ... Read more...
Rising interest rates feel like bad news, but what if rising interest rates could actually work in your favor during retirement? In this episode, Ryan Thacker and Tyson Thacker sit…...
With its fabulous beaches, delicious food, and affordability, this Southeast Asian country is a haven for expats from around the world....
With potential interest rate cuts on the horizon, you might want to lock in today's higher yields and consider adjusting your asset allocation....
The American Association of Retired Persons names the 25 hottest actors over 50. Which stars age 50-plus made the cut?...
My wife and I are both 68 and I'm still working fulltime until Nov 1 2025 ish. Have been spending time lately looking at monthly spending and have moved most of our assets over to Vanguard (lower cost...
My spouse and I are retiring soon and are in that mode of “our house is too big”, “our kids aren’t moving back home”, and “we don’t want to retire here”...
From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits. Advisors highlight four major pitfalls that can impact clients' reti...
Embattled Federal Reserve Governor Lisa Cook is facing accusations of mortgage fraud—specifically, owner-occupancy mortgage fraud. The claim is that she took out two mortgages in two states, wit...
When I’ve written about dividends over the years, it’s been about cash payouts from stocks, funds, and alternative investments. But dividends can be more than just money hitting your broke...
The 'rule of two lives in retirement' means accounting for your partner at every decision point, because one life becomes two....
If your Social Security benefits should drop, a pension could provide a financial buffer....
I started writing this as a comment to someone else's post, but it grew, and not wanting to take over their thread, I thought I would write it as my own post. As the subject suggests, I need to break ...
Learn how mandatory 403(b) contributions can significantly increase your retirement savings potential while maximizing tax-deferred space in 2025. The post Why Mandatory Retirement Plans Can Help You ...
Planning on shopping for a new car this Labor Day weekend? Here’s how to haggle for a better price, even though you are retired....
In this week's Ask the Editor Q&A, we answer questions from readers on estate and gift taxes....
Average 401(k) fund fees and administrative expenses are, in some cases, shockingly high. But don't be misled by gloomy headlines. Here's the skinny....
There's nothing to stop you from working with several financial advisers instead of just one. But take a balanced view of the risks and rewards first....
Discover the top financial aha moments! Have you experienced all of these insights? From spending and taxes to flexibility and confidence. The post 8 Big Aha Moments: How a Written Retirement Plan Cha...
people often seem to worry about, “what am i going to do when i retire”. for me, i’m never not busy. for example, today: up at 5am, ate, read the news (there isn’t any). baked ...
President Trump has signed an executive order that could pave the way for the use of private equity (PE) and alternative assets in retirement savings accounts....
It was a spontaneous decision. “Let’s Go To The Arctic!” My wife and I were on our way home last summer from a Disney Cruise we took with our daughter […] The post Traveling I...
Most financial plans focus on how your investments perform, but what about the risks to your income along the way? Join us as we unpack groundbreaking research that shows why traditional retirement ca...
Jeremy Keil explains step 1 of the 5 step retirement plan: retirement spending. When it comes to retirement planning, one of the biggest questions people ask is: Where do I start? The truth is, before...
Exploring the breathtaking landscapes and diverse wildlife of America's National Parks offers retirees an adventurous way to soak in epic scenery and keep things exciting....
I am nearly 59 and considering giving up my small business after 13 years. I have enough saved by my calculations. It is not something worth selling unfortunately. My challenge is my identity is in my...
This is the final segment of my essay on 'finding meaning in retirement'. You can find part 1 here: https://www.reddit.com/r/retirement/comments/1mq7tcq/finding_meaning_in_retirement_health_gardening/...
Pre-tax dollars can go further than regular dollars these days, especially if you're in a high tax bracket. Here's how to take advantage. The post 13 Things You Can Pay for with Pre-Tax Dollars appear...
Test your knowledge of this week's financial news....
If you're only judging based on what's happening in the world and the financial markets, there's never a "perfect" time to retire. But 2025 is throwing a bunch of extra variables at seniors that are a...
Last summer, I wrote the post “Lights, Camera, Exhaustion: I Worked as a Movie Extra for 6 Grueling Yet Awesome Days” about the opportunity I had to be an extra in a movie. It was so cool ...
Jordan Frey MD, a plastic surgeon in Buffalo, NY, is one of the fastest-growing physician finance bloggers in the world. ... Read more...
Social Security's combined retirement funds are running out of cash, and its insolvency date is expected to occur in less than a decade....
Work friendships can boost teamwork, lift your spirits, and make the job more fun. But when you retire, these friendships can fade. Here's a look at why that happens and what you can do about it....
Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to know....
The Fed will likely reduce interest rates in mid-September. Financial experts explain where retirees should invest now to boost retirement funds....
To qualify for a new tax break included in the One Big Beautiful Bill Act, some older adults need to lower their taxable income. Annuities can make that happen....
Being too conservative in retirement can erode savings. Learn how inflation and limited growth impact portfolios and how to balance risk and stability....
I recently had a zero-coupon Treasury Bill redeem in the amount of $102,000. This money is part of the 35% of my taxable brokerage portfolio that’s in bonds. Somewhere between a 60/40 and 70/30 ...
An interview with best-selling author/entrepreneur Robert Glazer, where we tackle topics about how to fix your life, how to avoid burnout, and how to identify your core values and live by them. The po...
Helen Mirren, Ben Kingsley, Pierce Brosnan and Celia Irmie and director Chris Columbus discuss their work on "The Thursday Murder Club."...
Mid-year is a common time for people to reassess their finances – including their 401(k) strategy. From market changes to personal life events, the second half of the year often brings new infor...