Curated articles and podcasts from trusted financial experts and real retirees.
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Every adult should have a health care proxy and power of attorney — they save loved ones time, money and stress if a sudden illness or injury leaves you incapacitated....
Too many people are unfamiliar with HSA law, and they don't realize just how many things you can do with an HSA. Let's discuss 13 of them. The post 13 Things You Can Do with a Health Savings Account (...
Can you really plan for societal collapse? Most Boldin users (planners by nature) say don't bother. Here's their advice. The post Societal Collapse: Should You Worry? Can You Protect Your Wealth? Shou...
WEP reduces Social Security benefits for some retirees. Learn what WEP is, who it affects, and how to limit the impact. The post WEP: What It Is, How It Reduces Social Security, and What You Can Do ap...
Thinking about claiming benefits early? Here are five reasons to take Social Security early—and how to decide if it’s right for you. The post Five Reasons to Take Social Security Early app...
My spouse and I have recently retired, and want to move eventually south. I have looked at A LOT of 55+ communities in NC, SC, GA, and FL. When we visited the Bluffton SC area (Hilton Head) I loved it...
I'm 62 (same job for 23 years) and my wife is 56 (homemaker) and I am contemplating retirement on my 63rd birthday. Our retirement math is close, but we are not quite comfortable, and I am thinking ab...
I have watched a number of videos and read about sequence-of-returns risk. The theory seems to say you should stay conservative for the first five years of retirement, and then you can let your stock ...
Melaina Cano and her team help wealth creators and their heirs align on legacy, taxes and long-term strategy long before wealth transfers occur....
“Referrals don’t happen if you’re not in person,” according to UBS’ Kayvon Sarmadi, who emphasizes a disciplined and hands-on approach to working with clients....
Andrew Lerner combines direct indexing, tactical alpha and tax efficient strategies to help simplify wealth for the 600 households his team manages....
The past 6 months have seen so many scary economic headlines that you just kind of get numb to it. Tariffs are going up! No wait, they’re paused! Now they’re back on again! But last Friday...
Older workers bring experience, reliability, and results, but in many industries today, that’s not always enough to get hired. More companies are prioritizing younger candidates, shifting the jo...
? Show Notes In this episode, Roger Whitney returns after a month off, ready to help you rock your retirement! He answers listener questions on a range of topics, including the benefits of choosing be...
According to the latest official projections, the Social Security trust fund is expected to be depleted by 2033—just eight years from now. Benefit checks will be slashed by 23% by 2035, less tha...
I wrote this as a comment to a different post, but I think it might stand as its own topic of conversation. To me, retirement is something that commonly happens in the middle of a great period of life...
As many as three in ten older patients may acquire delirium in the hospital. And the consequences can be severe, including longer hospital stays and even death....
Introducing the next chapter of the "Retirement Revealed” podcast as “Retire Today”...
Episode 486 How do you build a resilient business? Well, let’s talk about Lincoln Electric… Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/...
Obtaining health insurance before Medicare is critical but can be expensive. Learn about seven possible ways to get coverage and do your shopping....
Time is precious. Make sure you are spending time with people who lift you up and are positive influences on you....
Medicare Part D changes are coming in 2026: higher premiums, a new deductible, and updated cost caps. Here are 5 key facts every beneficiary should know....
It’s back-to-school season. If you’ve got a budding scholar at home — or just want to score some crisp, autumn ... Read more...
Balancing money and family time doesn’t have to feel like a constant struggle. The key is making simple choices that help you stay on top of your finances without missing out at home. We’l...
Budgeting is one of the most important money skills, but also one of the hardest to get right. Most budgets fail because they’re built on unrealistic plans, bad habits, or missing details that c...
You won’t spot quietly wealthy people easily, and that’s the point. Real wealth stays behind the scenes, built on smart choices, not status symbols. Financial freedom isn’t about wha...
Here are several ways financial professionals can help their clients maximize opportunities in the One Big Beautiful Bill Act, which extends key TCJA provisions, introduces increased deductions for pe...
If you’re a physician looking for a change of scenery to increase your salary, here are the best and worst metro areas for salaries. The post The Best and Worst Metro Areas for Physician Salarie...
Some hobbies help you relax. Others help you save money, and that’s where it gets interesting. These low-cost hobbies don’t just pass the time, they put real cash back in your pocket. We&r...
Pam and Jim in Phoenix are 38 and 41 and want to retire at 59 and 62. Matt and his wife in Pennsylvania are both 39 and want to retire at 57. Are these millennials on the right financial path, or have...
New thinking about how happiness changes over our lifetimes shows that one group in particular gains the most contentment after age 50....
FROM THE ARTICLE. How Social Security Lifts Families Financially Across Generations. The program reflects core American values, experts say. By Deirdre Shesgreen, AARP. Published August 05, 2025. When...
Becoming a first-time parent is exciting, and overwhelming. There’s no perfect manual, but there are a few things that make the early months easier. This gallery shares 15 lessons I’ve lea...
Raising kids isn’t easy at any age, especially when you thought you were done. Now, over 2 million grandparents in the U.S. are doing it all over again. For many, this wasn’t part of the p...
Not all six-figure jobs come with long hours or high pressure. Many careers offer strong salaries in stable, low-risk environments, without the burnout. This gallery highlights 16 jobs where it’...
Forget market declines or rising inflation. With this strategy, you won’t have to worry about any of that during retirement....
As part of our 25th anniversary celebration, I rented a supercar for us to tool around in for a couple of days. We learned a few lessons. The post Lessons Learned from Driving a Supercar appeared firs...
Hey Everyone! I am back from my California road trip. We had a blast visiting friends and family. We also explored the Central Coast and the Sequoia National Park. Mrs. ... Read more The post July 202...
I’m 54. I have a small, under $50,000, 401k that we contribute to monthly and I have a pension. If I take the pension early it will be $1,200 per month. If I wait until 62 it will be $2,000 per ...
On July 4, 2025, the One Big Beautiful Bill Act was signed into law. The bill brought certainty to the uncertainty surrounding the federal estate tax exemption....
As the school year creeps closer, most parents are laser-focused on notebooks, backpacks, and new shoes. But there’s another major expense waiting just around the corner – and it’s o...
Many people spend their 20s focused on the present, assuming they’ll have time to figure out everything later. But small choices made early in life have a way of showing up in your 40s, financia...
AI is good at a lot. But there are still jobs it can’t touch, roles that require hands-on skill, real-world judgment, or a human presence no algorithm can fake. This gallery breaks down the jobs...
I’m going on 62 and am not ready to fully retire. I love the mental challenge my work provides and enjoy my colleagues. I would like to have more free time though so I’d like to cut back t...
We don’t usually talk about what happens in the unseen corners of aging. Not in any real detail. The daily ... Read more...