Curated articles and podcasts from trusted financial experts and real retirees.
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Is a diversified portfolio overrated? Would a 60/40 portfolio actually be better for you? We talked to three experts to see what they think. The post Is a 60/40 Portfolio Better Than a Diversified Por...
My rough math indicates that the pay-back period for suspending social security retirement annunity payments at age 67 and restarting them at age 70 is about 12 years (or age 82). I did not include th...
I’ve been at my job at a small business for 33 years. I told the owner about a year ago that I planned to get down to 15 hours/week by Sept 2025. I hired someone that didn’t work out im 20...
Saving money doesn’t have to be complicated. These proven strategies can help reduce expenses, avoid costly habits, and strengthen long-term financial stability. Based on recent consumer and fin...
Dealing with people all day isn’t for everyone. Meetings, emails, and customer service can wear you down, especially if you work best on your own. This list features well-paying careers that don...
What if true wealth isn't just about how much you’ve saved, but how wisely you’re living? Join us as we explore theWiseWealth Matrix, a tool built on six life “currencies” that...
After stocks gained more than 2% in July, the first day of August landed with a thud, as the S&P ... Read more...
While new research sheds light on Americans' growing reluctance to quit work in later life, can anything be done to help those with the retirement jitters?...
What is one thing the OBBBA Tax Changes have in common with the Alps? Today, I’m going to answer that riddle. I’m also going to highlight the key issues from […] The post OBBBA Tax ...
Trump’s 401k order to allow alternative investments in retirement plans. Who really wins? The move boosts choice for savers but also risks. The post Trump’s New 401k Order: Does Crypto and...
Is investing in cryptocurrencies a good idea for retirement? Explore the pros and cons of this volatile asset class. The post Cryptocurrencies and Your Retirement appeared first on Boldin....
If you have a Y chromosome (because you're a guy), following the 'Y rule of retirement' can help you transition to this new life stage with grace....
This independent nation has a lower cost of living and more visa options than many of its Mediterranean cousins....
Today's retirement isn't the same as in your parents' day. You need to be prepared for a much longer time frame and make a plan with purpose in mind....
No matter how much you earn or what you own, some habits instantly lower the way people see you. They might seem small in the moment, but over time they chip away at your image and how others treat yo...
Everyday costs like groceries, gas, and subscriptions can quietly drain hundreds each month. This gallery breaks down 14 common expenses, supported by consumer spending data from reputable sources, so...
Building wealth isn’t about luck or shortcuts. It’s about consistent habits supported by evidence. These steps are backed by statistics from reputable sources and proven financial principl...
Jordan Frey MD, a plastic surgeon in Buffalo, NY, is one of the fastest-growing physician finance bloggers in the world. ... Read more...
When did you last review your will? Before kids? Before a big move? An update is essential, but regular reviews are even better. Here's why....
My wife and I (both 60) are divorcing and as we live in a community property state, she gets 1/2 of my retirement fund and 1/2 of the value of the house once it's been sold. She keeps an inheritance f...
I was kind of forced in to retirement. I had a job as a software developer, which I left to take care of housing issues. When I tried to find another job, it was extremely difficult to find someone th...
I retired mid-year, 2024 (June 1). Because I had 5 months of working salary before SS, and I did start doing IRA withdrawals, and she is still working, it looks like there is a good chance we'll be hi...
Check out seven awesome tools and apps to jumpstart your retirement side hustle with confidence....
In this week's Ask the Editor Q&A, we answer tax questions from readers on converting a traditional IRA to a Roth IRA....
Household chores once filled entire days, with no machines, no shortcuts, and plenty of hard work. These old-fashioned routines weren’t just about keeping the home clean, they built skills, disc...
The Not Advice Podcast is live! I’m co-hosting with Brent Sullivan (Tax Alpha Insider) to nerd out on RSUs, equity comp, FIRE, and more. Episode 2 streams Thursday, August 7th at 11am PT on Link...
For years, I gave to charity by donating cash. But I've changed my approach to maximize my tax savings while still giving the same amount. The post Optimizing Charitable Giving for Maximum Tax Savings...
These Golden Rules of Retirement Planning, developed by a financial pro with many years of experience, can help you build a plan that delivers increased income and liquid savings while also reducing r...
Even if your financial plan is on autopilot, now is the perfect time to make sure it's still aligned with your goals, especially if retirement is on the horizon....
Making family memories doesn’t have to involve expensive trips or costly nights out. Many of the best moments come from simple, low-cost experiences you can do together at home or nearby. These ...
Small, everyday purchases can quietly add up to thousands over time. Even habits that feel normal like convenience fees, dining out, or ignoring discounts can slowly raise your cost of living without ...
Not every retiree is looking to clock back in, but labor shortages are making the choice easier for those who are. Across the country, industries from healthcare to construction are struggling to fill...
Private asset managers have been tantalized for years about the $29 trillion in Americans’ retirement accounts. Donald Trump just made it easier for them to get a slice....
Knowing when to pull the trigger is so hard. How do you know when you have enough saved up to jump? Right now, according to my calculations I can make the same amount I spend today if I quit working. ...
Corporate reorg...new roadmap is missing something....oh yeah...me. Will be 66 soon...so I guess it's time to retire. I've been in my field for 40+ years. things changing so fast in technology I can't...
Tuesday, July 29 - Monday, August 04, 2025 Most Commented score comments title & link 71 112 comments Considering easing into retirement by transitioning from full time to part time. 7 21 comments...
FROM THE ARTICLE. 8 Numbers That Tell the Story of Social Security. How more than 69 million Americans came to rely on the program — and why it’s now in trouble. By Andy Markowitz, AARP. R...
Retirement can be a gloomy prospect without a partner to share it with. We've asked the experts for their take on approaching this new chapter with confidence....
Some jobs are highly vulnerable to automation, but others remain largely untouched. Microsoft researchers analyzed how AI is really being used in the workplace and ranked jobs by how replaceable they ...
Tariffs, Apple and ESPN all made the headlines this week — but why? Test your knowledge of this week's financial and business news....
On the latest episode of theFinancial Samuraipodcast, I sat down with Ben Miller, cofounder and CEO of Fundrise, for a deep dive into artificial intelligence, venture capital, and what it really takes...
When I worked at Goldman Sachs and Credit Suisse, we would occasionally bring a hot IPO deal to market. During the company roadshow, we’d take management around to meet one on one with our large...
The executive order is intended to give investors more options, but experts say employers will tread carefully before adding alternative assets....
Incluso a las personas con planes de jubilación patrocinados por sus empresas les sigue resultando difícil ahorrar para el futuro cuando se enfrentan a los deseos del presente....
La mayoría de las personas llegan a la jubilación sin tener ni idea de cómo gestionar el retiro de sus ahorros sin quedarse sin dinero. Esto es lo que necesitas saber....
New Medicare rules cap Part D drug costs at $2,000 and offer a payment plan to spread bills over the year. Here’s what enrollees need to know for 2025....
Rising prices are hitting middle-class American families where it hurts. Basic expenses keep increasing for things like housing, food, health care, and more. And while the cost of living keeps going u...
The book The Millionaire Next Door changed how people think about wealth. It showed that most millionaires live modestly, budget carefully, and stay focused on long-term goals. This gallery breaks dow...
A college degree isn’t required for every high-paying career. Many people build six-figure incomes through trades, certifications, or entrepreneurship. This gallery highlights jobs that don&rsqu...
Whether you contracted COVID or not, your brain took a hit. Here's what that means for your health and what you can do about it....