Curated articles and podcasts from trusted financial experts and real retirees.
Showing 50 results of 13328
FIRECracker is a world-travelling early retiree. She used to live in one of the most expensive cities in Canada, but ... Read more...
Your 2035 retirement isn't just a date. It's a day in your life. Here's what your future self might do on the first day and how retirement will have changed....
This country's vibrant cities, serene beaches and rich heritage make it a hot tourist destination. Its low living costs make it a great place to retire....
First, ask yourself what kind of retirement you want: big and splashy or simple and sweet. Then you can run the numbers to help choose just the right moment....
Taxes on benefits haven't been eliminated, and based on current projections, the program isn't going bankrupt. Understanding the truth about Social Security and knowing what you can control can help y...
Before you decide to 'unretire' and go back to work, be sure you understand the impact it will have on your retirement finances....
Are you a federally employed physician? Do you work for your state? If so, here are some of your options for disability insurance. The post Disability Insurance for Physicians Who Are Federal or State...
Does Roth 401k have income limits? Learn the rules, myths, and strategies high earners can use to take advantage of Roth 401k contributions. The post Does Roth 401k Have Income Limits? Rules and Myths...
Learn Roth 401k limits for 2025, catch-up amounts, and strategies to maximize contributions. Get tax-free growth tips now. The post Roth 401k Limits — Contribution Rules, Catch-Up Amounts, and P...
Inflation is unpredictable—and it doesn’t care what the experts think. Join us as we explore why traditional forecasting fails, how real assets like real estate and commodities can act as ...
A comprehensive guide to deciding where is the best place for you to retire....
FROM THE ARTICLE. Social Security Goes Up in Lights as AARP Takes Over Times Square. To celebrate the program’s 90th anniversary, AARP rolled through New York City with a clear message for U.S. ...
We have a housing crisis in the United States that has as much to do with the types of housing available as the quantity. Builders construct luxury McMansions because they are more profitable than mid...
Sales tax holidays, crypto IPOs and USPS price hikes all made the headlines this week — but why? Test your knowledge of this week's financial news....
The new tax legislation offers unique opportunities to make smart financial moves and save on taxes, especially for people nearing or in retirement with significant savings....
Markets are bouncing back faster than ever. For some long-term investors, that could mark a compelling case for systematic investing during downturns....
We made the 2025 Inc. 5000 list! Thank you to our community for helping us grow and transform financial planning. The post Boldin Made the 2025 Inc. 5000 List of the Fastest Growing Companies in Ameri...
These are all the best ways to make money with passive income. It includes everything from getting dividends to real estate investing. The post The Passive Income Spectrum and the Greatest Hits of Pas...
My husband and I are thinking of moving from our home in Devon, UK. We have been there for 22 years and in Devon for 40. I'm retiring from teaching next year at 59 and he has just reduced to part time...
I've tried searching for an answer to this and have found bits and pieces but am still confused. If I should be posting this somewhere else, please let me know and apologies in advance! My husband sta...
Retiring at 59+. I'm 58 and "retirement adjacent." I feel lucky but wonder, for those retired or close, what do you do all day? I don't have many hobbies and am unsure about my next chapter. I work ou...
Tuesday, August 05 - Monday, August 11, 2025 Most Commented score comments title & link 94 170 comments Impact on retirement of divorce at 60 years or older 41 32 comments Hiring replacement for m...
Despite being written thousands of years ago, they still offer timeless wisdom that can be applied in many aspects of life, including proper financial management....
Whether you are planning to retire in 2 years or 20, you should be looking for ways to maximize 401(k) savings. Many Americans do not have nearly enough to retire, according to recent reports. Accordi...
Financial motivations drive your financial decisions. Be aware of them and you will make better choices. The post What Motivates You? How Financial Motivations Impact Your Decision Making appeared fir...
Jeremy Keil interviews Anthony Napolitano about how he managed to adapt his retirement plan after an unexpected end to his career....
As I prepare to downsize, I've been slowly parting out my various hobbies. I'm finding that much of it generates no response, at all - not even a "You must be crazy with your pricing" just silence. I ...
Dave Ramsey likes to throw out one of his favorite lines: you can earn 12% returns on your investments. It’s catchy, motivating, and it grabs attention because 12% sounds like the express lane t...
A part-time job in retirement, like walking dogs or helping with home projects, can combat loneliness by sparking new friendships and boosting your social life....
Many high-net-worth families experience financial stress because of a lack of immediate access to their assets. Liquidity planning aims to bridge the gap between long-term goals and short-term needs a...
Longer life expectancies and changing demographics put extra pressure on the program, making it crucial for future retirees to understand its evolution, common myths and how to strategically plan for ...
Answering reader questions about 529 accounts, how to invest them, and how to spend them down. We also discuss ways to help pay for college, and we answer a question about when or if the political cli...
As we celebrate the remarkable accomplishments of Social Security on its 90th birthday, it’s also important to find a bipartisan funding solution....
The portability of the estate tax exemption from one spouse to another has traps and pitfalls that many people don't know....
As major insurers reduce Medicare Advantage benefits and exit markets, retirees face higher costs and limited options. Advisors need to understand the implications for retirement planning....
Social Security has become a cornerstone of the American retirement system and works to keep over 16 million retirees above the poverty line. Here are five key facts about the program as it turns 90....
This post is a follow-up to our post of June 18, 2025 in which we addressed the magnitude of Social Security’s long-term funding hole based on results of the 2025 Trustees Report and their &ldqu...
Are you taking advantage of all your Roth opportunities? We break down the differences between the Roth IRA, Roth 401(k), or the Mego Backdoor Roth 401(k). by comparing your choices with another favor...
Trump Accounts will debut next year. "You’re basically setting up an IRA for your kid," one expert says....
I accidently put "never married" when i applied my benefit last year. I thought i was going to divorce but not anymore. How can i change the marital status on SSA?...
As physicians, we are no strangers to the effect burnout has had on our community. After all, the greatest physician ... Read more...
Episode 488 Tariff inflation fears are back in the headlines; in a future episode I’ll discuss stagflation. Today I want to FOCUS your attentions on the “secret” that builds wealth: ...
Last week, I discussed how Keen Wealth's comprehensive planning process might assess a multi-million-dollar nest egg. I think these hypotheticals, including some back-of-the-napkin math, are useful in...
The highest-paying jobs aren’t always clean. Some are messy, physically demanding, and often overlooked, but that’s exactly why they can pay $100K or more. All salary estimates come from i...
This type of post only surfaces during a bull market, when greed tug at us the hardest, making satisfaction elusive. Ever since making my first public equity investment in 1996, I’ve been hooked...
After a week of reviewing the tax-free exclusion rule for selling a rental property, I decided not to sell. I’d already used my $500,000 tax-free exclusion amount and would need to wait at least...
A spike in income could result in costly IRMAA charges on your Medicare premiums. We ask financial planning experts for advice....
Once upon a pandemic, we had an epiphany: work was killing us. We were exhausted, underslept, over-Zoomed, and living on ... Read more...
The workplace has changed, but outdated workplace practices still cost companies their best people. In today’s job market, top talent has options, and clinging to old habits is a direct path to ...
A wealth adviser shares a childhood saving technique that taught him lessons of stewardship, generosity and responsibility and helped him answer the question we all need to answer to define our lives ...