Curated articles and podcasts from trusted financial experts and real retirees.
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Since I started Financial Samurai in 2009, I have been on a mission to help readers achieve financial freedom sooner rather than later. And one of the core strategies I keep coming back to is encourag...
The Fundrise venture capital product, VCX, listed on the NYSE on Thursday, March 19, 2026, to remarkable success. It had a NAV of about $19 a share, opened at around $42, briefly rocketed to $125, the...
We love our grandkids, but we're not a summer camp.
Don't just set and forget your 401(k). Creating a plan for investments, income and health care ensures your balance translates into lifelong financial security.
Careful estate planning is vital if property you own could be contaminated. Here's how to avoid handing your beneficiaries a huge legal and financial burden.
Since the board is only for those who retired at age 59+, I'll start with the younger end and go up to those not quite 65 when they RETIRED and pose this question... Did you find many people in your a...
i just retired and I am a 59 year old man. I feel really awkward telling older men who still work that I am retired. How do you guys answer this question. I dont know why it makes me feel so awkward. ...
After a colourful career in high-tech/telecoms, I realized it was time to retire when I was suddenly reporting to a 22 year old who knew less about technology than the cashier at a dollar store, place...
With enhanced ACA subsidies gone, even a small income mistake can cost clients thousands.
Friday is my retirement day but I work remote and am returning my equipment tomorrow at noon. I’m 62F with my birthday in March. I have dreamed of retiring for so long, but wanted to make sure I was s...
Generosity leads to happiness. Learn different ways to practice generosity and how to teach it to those who matter most to you.
After eight years of managing our funds and averaging over 9%, I was feeling confident. But if you change your mind, things can get messy. The post A Change of Plans About When I Took Social Security ...
Roger Whitney explores why retirement planning software—especially Monte Carlo simulations—can give a false sense of confidence if misunderstood. He explains what these tools actually measure, the hid...
An annuity is basically you telling your money: “Stop wandering around and pay me like rent every month.” And your money says, “Okay, fine,” and does it. ? The Three Types (Explained Like Family Membe...
Join us as we continue our "Anchors of Retirement Confidence" series, where we discuss four areas of retirement uncertainty plus strategies designed to replace your anxiety with clarity and control. I...
What if the fear you feel about retirement isn't a warning sign, but an invitation to step into a more meaningful, self-directed life? In this episode, you'll learn: Why hitting your retirement number...
Discover the federal protections (one expires on April 1) and state-level hurdles you’ll face when switching from Medicare Advantage back to original Medicare.
The Rule of 55 allows certain workers to take penalty-free withdrawals from a 401(k) or 403(b) if they leave their job in or after the year they turn 55. Income taxes still apply, and the funds must r...
The cost of delaying estate planning is far greater than the time it takes to get the ball rolling. The remedy is easier (and takes less time) than you think.
Asking "Are you a fiduciary?" won't tell you everything about a financial professional. Here's a question that will clarify where you stand, 100% of the time.
Analysis of 190 Medicare Advantage plans finds most new supplemental benefits rarely offered, due to cost, overlap with Medicare, and quality incentives.
Pandemic, inflation, Ukraine, Iran. Compounding shocks are rewriting retirement risk. Why the old planning model isn't enough and what retirees need to do differently.
Are you in a good position to retire at 70? Find out with this quick quiz.
You don't need to be the smartest doctor in the room to understand how to get more into your retirement accounts. But I'll explain it anyway. The post How to Get More Money in Your Retirement Accounts...
Joe Anderson, CFP® and Big Al Clopine, CPA focus on Social Security claiming strategies as part of the retirement spitballs, today on Your Money, Your Wealth® podcast number 574. Bijou Plutus and her ...
Congress named this one with confidence. The One Big Beautiful Bill, signed into law on July 4, 2025, runs over ... Read more
Let’s talk about money you’re leaving on the table. Not because you’re bad with money, but because the tax code ... Read more
Hey, everyone – we just got back from a two-week Hawaii vacation… super cool trip. We flew down to O’ahu with our best friends, Dave and Kellie, who we’ve known for over 25 years! They stayed at an Ai...
Whether AI can calculate taxes correctly depends on the complexity. An online tax calculator is faster and more accurate if you know which one to use. Learn the Nuts and Bolts I put everything I use t...
While a move can protect your legacy, many retirees stumble at the finish line by ignoring the strict state residency tests used to challenge their new status.
Portfolios limited to public equities capture a smaller slice of corporate growth, so investors are making room for private investments in their 401(k)s.
High-net-worth families need a decent quarterback — a financial adviser coordinating other professionals on the team and keeping an eye on potential threats.
I (F, 62) unexpectedly inherited my mother's house and some small investments which have enabled me to retire. It's been a tough year with Mom's death, house sale, all her 'stuff', my husband's job di...
Key Takeaways Much of the technology infrastructure that powers the workplace retirement plan industry could use an update to improve on old legacy systems to better serve the needs of today’s 401(k) ...
Can you retire early if you are a parent and don’t have a six-figure salary? It’s a question the FIRE community gets often. Well, today we’re going to meet a reader who worked as a librarian, has a to...
Whether you're looking for a total "do-over" or just a temporary "pause," this quick quiz reveals exactly what is — and isn't — possible.
Trump’s retirement plan and the RSAA aim to fix the coverage gap for 69 million workers, countering AEI’s concerns about Medicaid, SSI and low-income retirement security.
I always thought I could budget $1,000 for healthcare in early retirement and be totally fine. Turns out that was nowhere close to true. The post The Health Insurance Dilemma of Early Retirement appea...
The question of whether to merge finances isn’t just a logistical one, it’s philosophical. Getting it right can set the tone for a financially harmonious marriage.
She thinks we should reconsider because of the political and economic situation. I want to go now. Who's right?
The final decisions you make on spending, Social Security and investments can make the difference between a successful retirement and one filled with regret.
Retirees are conditioned to think that market risk is the main threat to their future, but here's the real danger — and how to bring it under control.
If retirement is the ultimate goal, why is it harder than we imagined? Regarding it as a game to keep playing, instead of a finish line, may be the answer.
Why is it so important that both partners in a relationship understand their tax situation, even if they’re not the ... Read more
Want to retire in a beach town in the U.S. or abroad? Get to know these lifestyle and financial factors first.
When parents are absent, caregivers may not be able to make emergency decisions for a child without a Delegation of Parental Authority. Here's how to set it up.
I have never felt less ready, but more needful, to retire. I am soon to be 66, and have really only had 3 "career" jobs since graduating college at age 22. The first one lasted over 30 years, it was s...
Let's break down the disability insurance premium payment setups and show how each one could impact the tax status of disability checks. The post Are Disability Benefits Taxable? What Doctors Actually...
Occasionally, I head to the r/overseventy to get a dose of their wisdom. This smaller subreddit has some great discussions. This comment was in response to a popular post of someone fearing turning ol...
The Prince of Darkness not only knew how to rock out, but he also imparted a great deal of wisdom on living in the moment and finding serenity that can guide retirees during their greatest set.