Curated articles and podcasts from trusted financial experts and real retirees.
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Strategic saving and investing of HSA funds during your working years can unlock the full potential of these accounts to cover healthcare costs and more in retirement.
Three major tax strategies will align in 2026, creating unique opportunities for real estate investors to significantly grow their wealth. Here's how it works.
How can you give stock worth millions to a loved one without giving them a huge capital gains tax bill? This family's financial adviser provided the answer.
Gray divorce presents complex challenges for families, yet it can also catalyze self-discovery and a vibrant new chapter.
Wealth reflects a life organized around relationships, health, contribution and time — qualities that compound differently than money in a mutual fund.
GP stakes in asset management firms offer exposure to private markets and are no longer just for the wealthy. Find out why it looks like a good year to invest.
If you're under 65 and want to retire soon, your plan may be derailed by skyrocketing ACA marketplace premiums. Here's what you can do.
We asked therapists for advice on how grandparents can handle the post-holiday blues.
The silence after a big sale can be disorienting. It's essential to redefine your identity and focus on your purpose before rushing into the next big thing.
Can taking a break save a marriage? We asked professional relationship therapists for advice.
Age 59½ isn't just when you can access your retirement savings penalty-free. It also signals the start of retirement planning opportunities you shouldn't miss.
If you're worried about a shortfall between your income and expenses in retirement, you're not alone. But there are ways you can make up the difference.
Taxpayers can strategically use these temporary tax opportunities in particular to lock in long-term tax savings. Here's how.
One thing I’ve learned from 30 years of investing and DIY money management is that there is always another way — and often the other way is more “optimized” than the current way. I put optimized in qu...
I was listening to a recent podcast with Morgan Housel. I have a lot of respect for Morgan, so was disappointed to hear him say this: Everyone I know who retired early has gone back to work. My experi...
Hi everyone, and sorry about the slightly 'clickbait' headline. I turned 68 this week, and today retired (yay!) from a senior engineers job and next week start a great little 9 hours a week (3 x 3hrs)...
Hello everybody, Let me start by saying I am looking for your thoughts, not specific guidance. I have not yet found or spoken to any retirement planner, it's on the list to do soon. 1st Question, How ...
I’ve been offered a contracting gig with my previous employer, 200 hours to start. I don’t have an LLC as I was not planning on working again. Should I create an LLC, or should I just have the company...
I'm in career for over 42 years that I don't like anymore and does cause a lot of stress. (my current job does pay very well and feels like golden handcuffs) Retiring at 65 will get me 3100 a month pl...
Is Klarna Legit or a Trap? Fees, Risks, and What You Need to Know Before Using
After three straight years of double-digit returns, retirees should review their asset and retirement income allocations to see if they still meet their goals.
Hello! My name is Charley Locke, and I report on aging for publications including The New York Times Magazine, Bloomberg Businessweek, and The Atlantic. (You can see my work here: https://charleylocke...
More people are saving for retirement than ever before – and they’re saving more. But health care costs in retirement are soaring, and and poverty rates among older Americans are rising for the first ...
Many older Americans have a simple plan for paying for retirement: keep working longer, or never stop working at all. But for a large share of workers, that plan falls apart. About 40% of people who a...
The White House has insisted that the “one big beautiful bill” does not touch Medicare benefits. And it’s true that no standard Medicare benefits are reduced or eliminated under the One Big Beautiful ...
If you want to achieve financial independence, every investment we make serves one purpose: to buy back our time. Time is infinitely more valuable than any object, experience, or luxury. Given how sho...
Who better to give advice on aging, retirement and finances than a U.S. president? Our short quiz will determine whether you're a history buff or buffoon.
What a horrible title for a blog post! Hey, they can’t all be winners. 2025 was a great year for us! And if you were invested in index funds, it was a great year for you too. Money This blog is suppos...
We have some fun news to share at the end of this article, so keep reading to the end find out! Over the holiday break, I was helping a family member do some end-of-year tax planning (I know, we’re TH...
For many people, retirement feels less like a reward and more like a financial cliff. In this episode, we break down seven key factors that lead to a more financially stable retirement. You'll learn h...
Most retirees who make this mistake aren’t reckless. They’re careful. They’re doing what they believe is responsible, and that’s what makes it so painful to see when it backfires. James explains why t...
A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex. James walks through what an eight-figure ret...
Retiring after age 65 changes the math and the priorities. You have fewer high-energy years, shorter tax planning windows, and RMDs much closer than most people realize. But you also often have higher...
Christian thought he was ready for retirement. He just didn’t realize how heavy the weight had been until he finally set it down. After more than 30 years in a high-stress, always-on role at a global ...
The holiday season inspires generosity, but smart gifting can go far beyond festive moments and gifts under the tree. On the show this week, we're digging into the world of gifting strategies, just in...
There are many changes coming to retirement benefits and planning in 2026. Here’s a list covering the significant changes.
FROM THE ARTICLE. When to Apply for Social Security Is an Individual Decision. The age when you claim is critical, but consider your health, finances and family situation, too. 6-minute read. By Andy ...
FROM THE ARTICLE. From RMDs to longevity risk, these concepts shape how long your savings last. By David Hochman, AARP. Published January 13, 2026. Most of us have spent decades earning paychecks, jug...
EVENT NAME - Retirement Planning Strategies for Today and Tomorrow! DATE - Thursday, Feb 5, 2026. TIME - 7:00 p.m. ET • 6:00 p.m. CT • 5:00 p.m. MT • 4:00 p.m. PT. Duration: 60 Minutes. Zoom - Free On...
It’s the end of the year! And yikes, what a year! 2025 was…a lot. For all of us. Regardless of your politics, regardless of which social media channels you follow, and regardless of which country you ...
Like many teenage girls, I had my high school bedroom walls covered in posters. Actor Rob Lowe took center stage, with a bit of Matt Dillon sprinkled in. (Ladies of […] The post The Case for an All-We...
The markets have had above-average returns the past few years. Will the streak continue?
Older Americans are almost certain to have at least one chronic condition in retirement.
I know a lot of us spent months agonizing over which plan to pick during the fall. Just a heads up that if you started a new Medicare Advantage plan on Jan 1 and you already regret it (or found out yo...
Retiring in four years, looking at downsizing from a two story home with a very large yard. We’re looking into building a new ranch style home. Looks like all-in that will cost an additional $300k. Ha...
I manage mine. We had a money manager, but discovered after decades with him that he was collecting a 1% management fee plus there were commissions on some purchases as well as high loads on other fun...
When planning for retirement a major question is how much money will you need per year to live on. For all you who have been through that and are retired, are you finding that you are spending more in...
Another year of retirement over, and what a year it’s been! 2025 started off with US president Donald Trump’s return to power, and by April he had started a full-blown trade war with every trading par...
In these sun-soaked, welcoming beachside cities, retired couples can live the good life on a monthly budget of $3,208 or less...
2026 brings changes to your 401(k) cathc up contributions. Ignoring these changes could get you in trouble with the IRS or cause a suprise tax bill.