Curated articles and podcasts from trusted financial experts and real retirees.
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Stealth Taxes have been in the tax code for decades, and several were added in the One Big Beautiful Bill Act....
FROM THE ARTICLE. SSA handles enrollment, collects premiums for many Medicare beneficiaries. 6-minute read. By Andy Markowitz, AARP. Reviewed by Jammie Lyell, M.S. Published September 16, 2025 Key tak...
Financial planning’s most famous guideline just got an upgrade. In this exclusive interview, James speaks with Bill Bengen—the MIT-trained engineer turned financial advisor who created the...
Today we’re diving into one of the most “organic” investments out there—municipal bonds. Now, investing in municipal bonds may sound ... Read more...
Retirement is an ideal time for cruising. Check out the five best cruise lines for comfort, ease, and unforgettable experiences....
One of my greatest blessings was getting financially literate before I made big money. Here's how to teach your kids about money early. The post 8 Ways to Teach Your Kids About Money appeared first on...
On September 17, 2025, the U.S. Federal Reserve made its first interest rate cut of the year—lowering its benchmark federal funds rate by 25 basis points, bringing it down to […] The post...
Many of us spend decades climbing Maslow’s pyramid — seeking security, comfort, and experiences — only to realize that the top is where true joy lives. Join us as we explore the &ldq...
Discussion withNational Council on Aging President and CEO, Ramsey Alwin - Read transcript or watch/listen CSPAN - Washington Journal 09/20/2025 - Poverty Rate Increasing Among Older Adults - a Social...
Pack these tips, along with your suitcase, to help maintain your mental and physical health while traveling....
With Americans having fewer children and the baby boomer cohort rapidly retiring, it has been immigrants who have been shoring up the U.S. workforce. According to the Migration Policy Institute, U.S. ...
A financial plan should be a detailed road map to a worry-free retirement. Watch out: If your plan has these common holes, you could be headed for a dead end....
While tax cuts sound attractive, it's still wise to plan ahead for retirement by considering strategies like Roth conversions to offset potential tax increases in the future and stealth taxes that cou...
Most people think the annual 401k limit is $70k. They're wrong. If you switch jobs or have a side hustle, you can open up a second 401k limit. Learn the strategy to contribute up to $140,000 into tax-...
The 4% rule is now the 4.7% rule, but safe withdrawal rates are no substitute for a holistic retirement plan. The post A Richer Retirement: Why William Bengen Now Advocates for a 4.7% Rule, Not 4% app...
Roth rules, interest rates, Nvidia and paper checks were all featured by Kiplinger this week — but why? How much do you know about the week's financial news?...
My mother had most her assets in a revocable trust that became an irrevocable trust upon her death. That trust was split into 2 "sub-trusts", one for my sister and one for me. According to the trust l...
I feel weird about it. I’ve been at the same company for 33 years and retiring at 62. I’ve been there for over half my life! I’m looking forward to retirement and logically, I know t...
Sorry, I have read a lot on this but looking for assurance or something I think. Background 61, partner but we live separately. Golfer, runner, currently learning Spanish ( I moved to Mexico for a whi...
Just like the title says: Did anyone keep their certifications active after retirement? I retired about a year ago and one of my certifications is up for renewal. I have done a couple of small project...
Scroll through retirement forums long enough and you’ll notice a common thread: people confessing they have more money than they’ll ever need, but they “just can’t spend it.&rd...
Learn how to keep more of your retirement income through tax planning in step 3 of the 5 step retirement plan....
Part martial art, part meditation, Tai Chi can help you stay strong and fit as you age. This ancient practice offers even more benefits than you may realize....
What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, b...
Which countries enjoy the best retirement? Why? What are global threats to retirement security? Can you move to any of the top 10 locales? The post 2025 Global Retirement Index: See Where the U.S. Ran...
Roth conversions and contributions may be the most challenging topic in personal finance and investing. Here's how to utilize them. The post 12 Reasons to Consider More Roth appeared first on The Whit...
Celebrate Episode 100 of Boldin Your Money! Hear Mark Eakle’s real retirement story—401(k)s, debt-free college, and the power of compounding. The post Podcast 100! Introducing Real Retirem...
Explore how private equity in 401(k) plans boosts returns, income, and diversification with new guidance and innovative solutions....
Since 2022, commercial real estate (CRE) investors have been slogging through a rough downturn. Mortgage rates spiked as inflation ripped higher, cap rates expanded, and asset values fell across the b...
New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors....
For almost three decades, I built an income-producing portfolio of dividend stocks and ETFs to support my targeted early retirement. The idea was that it would fund my lifestyle approaching retirement...
Family caregivers help frail older adults and people with disabilities. But they get little support from the health care system. Two non-profits have solutions....
Leaving a 401(k) at a former employer can shrink your nest egg. These steps could help protect your retirement and boost savings....
Everybody has their own number for how much they’ll spend in retirement. See if your's is in line with the averages....
Avoid delays when IRS tax refunds and Social Security paper checks are cut off. Here’s what to know....
The IRS has clarified some questions surrounding new catch-up contribution rules for retirement savings plans....
Here's why that approach to saving for retirement doesn't always work out....
FROM THE ARTICLE. Owning your home loan-free is an impressive feat, but that doesn’t mean it’s always the right move. Should You Pay Off Your Mortgage Before Retirement? By Judy Dutton, AA...
A high percentage of Medicare Advantage plan members make a critical mistake that increases their costs and reduces their benefits....
We ask financial experts for advice....
If you're entering retirement and going through a divorce at the same time, you've got some work to do to shore up your long-term financial security....
Learn how Medicare Advantage trial periods work, who qualifies, and what deadlines apply....
The IRS has issued final regulations on SECURE 2.0 Act catch-up contribution provisions. Depending on your income, those may be treated as Roth catch-up contributions....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySavannah HankardTo read on CBS2 News, Click Here NAMPA, Idaho — Glen Rimbey, affectionately known...
To read this story on KSL.com, click here. “If you’ve saved more than $300,000 in a traditional IRA or 401K, congratulations – you’ve already cleared one of the biggest hurdles...
I'm thinking about living in Maine for three months. If you've done something similar, do you have any thoughts to share? I'm single, retired, childless, an introvert. I've been to Maine several times...
My financial advisor runs an annual cash flow plan to see how ready I am for retirement. I am 65. I currently work full time and will continue to do so until I am 70 when I will draw Social Security. ...
as i am estimating my retirement budget, trying to figure out if i'll have enough to live on given how much i think i'll spend, how long i'll live, etc., i have been using these basic calculations: *T...
Hello, new friends: A good friend is retiring next year and I'd like to start gifting her things she can use in retirement. (I am over 50 but will be retiring after 65). While I'm familiar with her cu...
Save your money and health by making smart Medicare choices with these traps in mind....