Curated articles and podcasts from trusted financial experts and real retirees.
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Inheriting assets comes with various tax considerations. Here's a guide on everything you need to know, from estate taxes to new rules on inherited IRAs.
62 year old Canadian here. I'm currently in a situation where I am living on 1/2 my take-home pay so am slamming every other cent into savings. Theoretically in about a 1 1/2 years I should be able to...
currently navigating elderly parent assisted living, hospital after fall, skilled nursing care - they have sufficient resources but the costs are insane once you get past Medicare coverage - even at s...
It’s incredibly common to assume that saving and investing are about becoming rich; building the biggest pile of money possible. ... Read more
Americans often delay or redefine retirement because they have a lack of clarity and confidence in their financial plan. Here's how you can fix that.
Understanding the difference between per stirpes and per capita can determine whether your grandchildren receive an inheritance or are unintentionally left out.
Here's what you need to know about prediction markets like Kalshi and Polymarket and whether you should risk your money with them. The post The Perils of Using Prediction Markets Like Kalshi and Polym...
Once people become aware of the benefits of passive investing, they sometimes "jump the shark" with it. You can take this concept too far. The post Understand the Passive Investing Data appeared first...
Most people have piled their savings into tax-deferred accounts, delaying taxes until they retire. Using Roth options can help ease your tax bite.
In this week's Ask the Editor Q&A, Joy Taylor answers questions on monthly Medicare premiums, IRAA and tax-deductible medical expenses.
Despite our growing economic power, women still face a confidence and savings gap. We can fix that by taking steps that secure our financial independence.
If you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage.
AI gives you a good baseline. The less you know about a subject, the more AI will help. Use AI for how to apply knowledge to your specific situation. Learn the Nuts and Bolts I put everything I use to...
A new SmartAsset study finds that retirement savings vary widely by state in 2026. See how your state ranks.
Friday the 13th is considered an unlucky day — this year has three. We asked advisors to share their scariest stories of client mistakes.
Questions this season reflect confusion about 1099 income, new OBBBA deductions and retirement considerations, according to data from online expert platform JustAnswer.
Contemplating the regrets of the elderly and dying can help guide retirees when planning for happiness and fulfillment in retirement.
A longtime friend of mine visited last week. She plans to retire in three years, while I’ve been retired for almost six years. She told me that after she retires from her current career, she’d like to...
Retired in my early 60's. Then spent 9 years working part time at a local business. As expected I was surrounded by much younger people. For them the job was a career. I didn't need the job which of c...
Review the long term trajectory of the S&P 500, see how long historic recoveries have taken, and learn how to protect your financial security. The post The One Chart to Review Every Time the Markets G...
Are you in a good position to retire at 65? Find out with this quick quiz.
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Tuesday, March 03 - Monday, March 09, 2026 Top Comments score comment 62 /u/MH07 said You’re available for an astronomical amount of money per hour as a consultant. 62 /u/OldestCrone said At one place...
When markets feel uncertain, asking the right questions matters. These 10 questions can help you review your financial plan and make smarter decisions during volatility. The post 10 Questions to Ask Y...
Money scripts are the deep-seated beliefs about money you picked up without even realizing it. Here's how you can combat the negative ones. The post Money Scripts Doctors Inherit and Why They’re So Ha...
For the past few decades, being in shape was the ultimate “proof of work.” You couldn’t buy it. You had ... Read more
We have begun working with a new advisor and they went through our investments, health insurance, expected social security, etc. If I retire at the end of 2026 at 60 year old, there is a probability o...
does anyone else's retirement plan depend quite heavily on s⁰cial security? if so, is that a major concern? I would love to hear from others who have retired or are retiring soon, who are heavily depe...
Gift Article NYTHere is a gift article about retiring and keeping your brain from literally wasting away. "researchers think that those who worked in higher-ranking jobs may show a steeper decline tha...
From standard deductions to lesser-known credits, these five strategies can help older adult retirees save more on federal taxes.
We asked wealth planners how to protect a nest egg when one spouse is a spendthrift.
Using age to determine your stock-bond mix is the default for retirement investing. But now retirement can last 30 years or more, it's time to rethink the rules.
Whether you're hiring your first financial adviser or searching for a new one, looking for these key attributes can help you find the right fit.
Investing greats, renowned economists, top advisers and other experts share their favorite wisdom, both given and received, about retirement.
Investors are exploring self-directed IRAs where they can hold traditional and alternative investments in one account.
Workplace financial wellness is shifting from tools to impact as employers focus on reducing employee financial stress and helping workers build financial confidence.
Matt Wilson, Keen Wealth's Chief Investment Officer and President, recently hosted an excellent webinar on Tax Planning Through the Four Stages of Retirement. In addition to providing a thorough overv...
I worked for the same technology company for 20 years, and was ready to retire. Like many companies, ours was (and is) going through forced reductions, and providing (pretty generous) severance packag...
An interview with podcast/author David Stein, where we talk about how experiencing burnout changed the way he thinks about work, money, and investing, and why many high-income professionals struggle w...
Due to the U.S. and Israel's bombing of Iran, oil prices temporarily shot up to $120 per barrel (WTI crude). If the Strait of Hormuz gets completely shut down, perhaps oil prices might go to $150+ a b...
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
When you have a child with special needs, financial planning must not only cover their long-term care but also the financial future of the entire family.
Clients may ask if a flat fee is better than a percentage of assets under management, but the real question is whether fees reflect the value of your services.
We all know we need to have an emergency fund, mine is around 6-8 months of expenses, but what's your strategy for if and when you dip into it, how do you go about replenishing it when you're on a tig...
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.