Curated articles and podcasts from trusted financial experts and real retirees.
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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...
Snowbird season is still a couple of months away, but if you plan to ship your car down south or across the country, here's how to avoid three common scams....
As you near retirement (say, 65) what decisions are "time-sensitive"? We had a close call with almost being unable to get a Medicare supplement (Medigap). Was not aware you get a one-time 6 month wind...
Specify your preferences in this personal document that shares your wishes on how you want to be remembered and celebrated. Your family will thank you for easing an emotional time....
Graduates entering the workforce trust human advisers more than AI tools with their financial planning. But AI can still enhance the client/adviser relationship....
The whistleblower accused the DOGE officials of copying over 300 million Social Security numbers....
it’s concerning to see every thread here locked but i’ll ask anyway have any of your retired outside the us and if so which country and how difficult was it? i’m looking at costa ric...
Higher medical costs and insurance premiums are one of the unintended, unexpected effects of the new trade and tariff policies....
Episode 491 Introducing Joe Pugliano. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------...
Recently, an executive order has set the stage for 401 (k) providers to potentially start offering investments like private equity, private real estate, digital assets (think bitcoin), commodities, an...
Check out these practical strategies that anyone can adopt, not just the rich, and get closer to achieving your retirement dreams....
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? SHOW NOTES In this episode, we explore the implications of the saying 'nothing is for free' in the context of retirement planning. Join Roger Whitney, a seasoned retirement planner, as he shares a h...
For many affluent retirees, the biggest financial fear isn’t market volatility or rising taxes. It’s this simple question: What happens if I’m not the one here to manage the plan? In...
Redefining retirement with purpose and adventure John and Bev retired at 55, sold almost everything, and traded their dream home for two backpacks, golf clubs, and a life of full-time travel. Since th...
For all that we talk about FIRE and how it’s the way to secure a financially sound future early in ... Read more...
Informed older Americans are highly skeptical about alternative assets in a 401(k). The post Should Alternative Assets Be in Your 401(k)? What Financially Savvy Americans Really Think appeared first o...
These international spots offer a sunny escape for retirees....
Learn where to look to save on everyday expenses during retirement....
I would save time and effort for myself and my partner if I consistently practice partner-centered personal finance. Here's what I mean. The post Partner-Centered Personal Finance appeared first on Th...
Social Security benefit payments might land you in hot water when filing 2025 taxes — here are three reasons why....
Having children comes with biological and financial consequences. It's hard to afford a family while in school, training, and early career. The post How to Survive Residency as a Single Earner with Ki...
We asked an expert wealth planner for advice....
If you want to age in place in your current home, near the beach or in the mountains, one risk could upend your plans. Here's what you need to know....