Curated articles and podcasts from trusted financial experts and real retirees.
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Let's break down the nanny tax, your responsibilities, and how to comply with IRS rules for paying a household employee. The post Hiring a Nanny? Here’s What You Need to Know About the ‘Na...
Last week, an article appeared on The Globe And Mail about an unfortunate case of an customer of Questrade who lost $70,000 after her trading accounts got hacked. In early January, Megan Tong lost aro...
We ask financial planning experts for advice....
Unless you have about $6,000 burning a hole in your pocket every month, you should make a plan in case you need long-term care. Luckily, you have options....
The Million-Dollar Baby (No, Not the Movie) How much does it cost to raise a kid in America? The short ... Read more...
Back in 2012, I thought I had finally conquered financial FOMO after walking away from a well-paying finance job. But after having children, I’ve noticed more and more relapses. If you’ve ...
This is part two of my essay about finding meaning in retirement. I hope some find it useful. It's based primarily on my own experiences having been retired for now 4 years. Grandkids: Let’s fac...
“What are you going to do after you retire?” My organization offers a two year, part-time lead up to retirement- 60% of your salary, you work 3 days/week but get 100% worth of pension cont...
Retirement will be in the next few years for me and my wife. I often look at Zillow to see what houses are in our price range where we could retire near the coast or on a lake, and the ones I find are...
Is it possible, common even, to spend a lot early in retirement to celebrate your financial freedom? How do Roth conversions and withdrawals work if you do plan to call it quits around age 57, and spe...
FROM THE ARTICLE. Q&A: How AARP Is Working to Fix America’s Retirement Crisis. In a candid conversation, two of AARP’s leading lobbyists stress the importance of Social Security but wa...
Successful retirement planning depends on a number of things. Unfortunately for some folks, wishful thinking is not part of the success formula.On this episode we discuss some common ways that wishful...
Jeremy Keil explains why personalized longevity estimates are the most important number in your retirement planning....
? Show Notes In this episode, Roger explores how naming and recognizing the different phases of life can bring clarity to the retirement journey. A listener’s question about inherited money spar...
Trump account is a non-deductible Traditional IRA for kids with no earned income. It isn't as good as a custodial Roth IRA, a 529 plan, or a UTMA account. Learn the Nuts and Bolts I put everything I u...
Find out what Suze Orman thinks costs people thousands of dollars in retirement....
Could the Social Security 90th anniversary be a good time to revisit outdated tax thresholds?...
In my post,“How You’ll Feel Achieving Various Millionaire Milestones,”a commenter named Joseph shared these thoughts: “I’m fascinated by someone worth $10M or $20M not fe...
Let's focus on more retirement calculators to help with your planning needs. Plus, we come up with a ranking system to determine the best. The post A DIY Investor’s Guide to Retirement Calculato...
Big changes are coming to Social Security in the year ahead, impacting everything from the size of your benefit check to your full retirement age. Here's what you need to know....
What's one of the differences between a good financial adviser and a great one? The ability to use behavioral coaching to guide clients away from emotional decision-making and toward retirement succes...
Rather than focusing only on financial plans, you can better serve your clients — and grow your business — by learning what to say and do when a client gets anxious or emotional....
What’s the biggest threat to your retirement savings today? It may not be what you think! Find out on a special episode ofRetirement Solutions Radio, “The Biggest Threat to Your…...
Many elders find themselves alone in their later years. They are "solo agers'. Consider these 4 major risks to plan well for this time of life....
Two recent studies help explain how Americans think about the financial aspects of their long-term care needs, and why they are so poorly prepared....
Building a million-dollar retirement account requires strategic saving, consistent contributions and a mindset focused on long-term progress....
When the numbers say you can retire, but you can’t step away. Many people with the financial means to retire keep working, telling themselves one more year will make the plan even stronger. But ...
Should everyday investors be allowed to hold private equity, venture capital, or even crypto in their 401(k)s? A new executive order suggests it might soon be possible. In this episode, we walk throug...
What is better than an annuity for retirement? Explore smarter investment and income strategies to grow and protect your wealth. The post What Is Better Than an Annuity for Retirement: Smarter Options...
A new investment frontier is coming to your 401(k). We asked financial experts to break down what private equity means for your retirement....
Dividend investing could be draining your wealth with unexpected costs and limited growth potential. Here are some downsides, along with smarter strategies to take control of your retirement income....
As private equity firms seek strongly performing companies, crafting a narrative about your business' high-quality assets and future opportunities can make a lucrative sale possible....
President Trump has signed an executive order making it easier for 401(k)s to include alternative investments and crypto. Is it a good idea? The post Trump Will Allow You to Make Dangerous Moves in Yo...
Since residents earn in the upper five-figure range, it’s easy for many to assume that tax optimization is a future-them ... Read more...
I'm checking off the pre-retirement tasks and under the heading of Preventative Health, I'm considering the pros/cons of a Full Body MRI. Have any of you added that to your healthcare checklist before...
After retiring 6 months ago I've finally had a work dream (or nightmare I suppose). It was pretty vivid actually. For context, I was a team leader in IT, and in the last decade or so had been working ...
I am 60 and recently retired. I currently live in Texas since I was transferred here for the last 15 years of work. Texas has multiple benefits, but I am not happy with multiple things including the w...
The final numbers aren’t in, but premiums for Medicare Part D prescription drug insurance policies will increase for 2026, and they could increase substantially....
I started an online application, for SS Retirement Benefits and now the Protective Filing Date, set to 6 months from the start of the application is approaching, but I cannot choice a benefit start da...
Whether out of necessity or desire, people 65 and over are staying in the workforce longer....
NFL veteran Sheldon Day shows why you should coach your financial team like a roster—evaluating, setting standards, and making changes to win with money....
We asked expert wealth planners for advice....
For some retirees, a bigger home is better....
One of the biggest mistakes property owners make is not realizing they're eligible for tax deferral through a Section 1031 like-kind exchange....
I'm 63 and starting to think about retirement in the next few years. As I get ready for this new phase, I've been reflecting on what will change, especially with things like lawn care. When I was work...
Hi folks. 59YO here. About 2.5 years put from retirement. Hoping to maintain the same lifestyle post-retirement as we have now. To estimate our expenses post-retirement, can we just take our current t...
I have been retired now for four years and I thought I would share my experience which may, or may not, relate to you. This is mostly my story and lessons that I learned. It's a lengthy essay so I wil...
Should I invest in 401k or Roth IRA? Learn how to decide based on taxes, income, and retirement goals, with examples and guidance. The post Should I Invest in 401k or Roth IRA? appeared first on Boldi...
The Department of Education has released proposed rules that could bar certain nonprofits and public employers from PSLF eligibility starting ... Read more...
Since writing about FIRE in 2009, I’ve favored investing in growth stocks over value stocks. As someone who wanted to retire early from finance, my goal was to build as large a capital base as q...