Curated articles and podcasts from trusted financial experts and real retirees.
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Can it turn things around in 2026? The post Target: This Iconic Retail Stock Continues to Miss the Mark appeared first on Wealthy Retirement.
Lately, I’ve been thinking about expectations, those subtle, often invisible forces that quietly shape our days, our moods, and yes… even our retirement. It’s interesting to see how expectation influe...
With the tax-free money in a health savings account, a person can pay for eyeglasses or medical exams, as well as a $1,700 baby bassinet or a $300 online parenting workshop. Those same dollars can’t b...
Increase the odds of adding healthy years to your life with suggestions backed by research.
It’s raised its dividend every year since 1972... The post Is This Dividend Aristocrat’s Payout in Jeopardy? appeared first on Wealthy Retirement.
Conventional wisdom says we’re in a housing affordability crisis. With higher mortgage rates and higher home prices, buying a home has supposedly never been more expensive. But what if I told you this...
Year end financial planning is a meaningful moment to reflect, make thoughtful decisions about your future, and build confidence. The post Year End Financial Planning: Survey of 1,000 Boldin Planners ...
Dale Hall of the Society of Actuaries explains how to project your longevity and why informed life expectancy matters for retirement planning.
? Show Notes In this episode, Roger Whitney kicks off a month-long series on year-end planning for retirement. He shares insights on tax loss harvesting, a technique that can help you minimize capital...
“Your Microsoft account has been compomised [sic]. Click this link to reset your connecton [sic].” Does this message look familiar, typos and all? We’ve all seen suspicious emails or calls attempting ...
Worrying is not the solution to financial stress. Find out about the one powerful thing you can do to feel better about your future. The post Financial Worry: How it Tricks You into Worrying More and ...
At Dorval & Chorne Financial Advisors, we see every day how the right expertise—combined with the right questions—can make a meaningful difference in someone’s quality of life.
Six months ago, in my first Retirement Manifesto guest post, Retirement – My Journey From “No, Never” to “Maybe One Day, I wrote: “Suddenly, retirement wasn’t a vague checkbox I […] The post How Do Yo...
As you age into your 60s and beyond, you’ll need a robust plan to help maintain and improve your overall health and medical conditions.
Explore how Trump accounts compare to baby bonds, why tax policy favors wealthy families, and what economists propose to close the racial wealth gap.
It makes sense for a lot of reasons... The post Why I’m Considering Investing Overseas appeared first on Wealthy Retirement.
Elon Musk's 2025 forum claim predicts optional work in 10-20 years, driven by AI-robotics like Tesla's Optimus and xAI's Grok, enabling post-scarcity abundance inspired by Iain M. Banks' Culture novel...
The post Data Connection appeared first on Retirement Income Journal.
Gross sales (excluding exchanges and surrenders) of annuities reached $117 billion in the third-quarter of 2025, according to fresh survey data from Winkintel. Prominent sellers included Athene, Equit...
Financial regulators long ago neglected to recognize that insurance is also a financial product, and that investments and insurance are complementary financial tools—especially for retirees, writes ou...
We feature two deep-dive research papers on private credit. One is from Victoria Ivashina of Harvard Business School and the other from a team that includes Amir Sufi, co-author of "House of Debt" (U....
I have just returned from another enjoyable but exhausting trip to London to see our granddaughters. On this occasion, rather than driving, Mister E and I took the train and the journey proved to be t...
In the Fall issue of this quarterly publication, you'll find a story that recommends capping benefits at about $2,000, one that shows why a combination of income annuities and withdrawals from savings...
Private credit might be healthy in moderation. But 'moderation' isn't Wall Street's modus operandi. We shouldn't expect that to change. The post The Private Credit Instability Hypothesis appeared firs...
Michael Dell and his wife, Susan Dell, plan to give away billions of dollars to fund investment accounts for children in the United States.
Most retirees unknowingly leave thousands of dollars on the table just by filing for Social Security the wrong way. In this episode, Ryan and Tyson Thacker reveal how the right…
What if the biggest opportunity to grow your retirement savings has nothing to do with chasing the next big investment and everything to do with taxes? In this episode, Ryan…
We always overestimate the change that will occur in the next two years and underestimate the change that will occur in the next ten. Bill Gates Having been retired for over 10 years now and taken 9 y...
As 2025 wraps up, now may be the perfect time to tighten up your finances and set yourself up for a stronger year ahead. These 12 year-end money moves may help you save more, lower your tax bill, and ...
Michael Dell’s $6B donation expands Trump’s child wealth accounts, but design flaws mean the largest benefits still flow to wealthy families.
Medicare Part D open enrollment ends Dec. 7. Compare drug plans now to avoid higher costs and coverage gaps in 2026.
I can't stand AI-assisted writing anymore. It's all over Substack. It's in my LinkedIn replies. It's everywhere. Like a disease slowly infecting our literary consciousness. I even see it from people w...
Well folks, the time has finally come to buy a new car. After buying eight cars in my first ten years out of college thanks to my former car addition, I now dread the idea. All I want is to drive one ...
Feel confident and happy with a solid financial plan for your retirement years.
What if you could employ gift giving strategies that benefit the receiver and also provide the giver significant strategic financial and tax planning advantages? The post The Unexpected Gifts of Givin...
Learn how Social Security benefits may apply to spouses, ex-spouses, and surviving partners. Find out if you’re eligible for extra payments and how to claim what you’re owed.
Discover why the biggest barrier to deeper relationships after 50 isn't conflict — it's the certainty we cling to without even realizing it. In this episode, we discuss: Why certainty "hardens" as we ...
This week’s mixtape: corporate chaos, experienced workers demand, gig work, freelance statistics and Semi Charmed Life
Genuine gratitude isn't born from ease—it's forged through hardship. Science and ancient wisdom reveal why suffering may be the path to lasting thankfulness.
Summary of the Chancellor’s Autumn Budget 26TH | NOVEMBER | 2025 Overview The Chancellor, Ms. Reeves, delivered a Budget focused on stability, […]
Think waiting until 70 is the gold standard for Social Security? We dig into the real math behind delayed retirement credits and the hidden trade-offs that rarely make it into the headlines. Drawing o...
At our core, we all just want a fair chance to compete. We don’t want handouts, and we certainly don’t want to rely on the Bank of Mom & Dad to prop us up as adults. They have their own retirement to ...
Retirement is challenging because work provides structure to lives and a social network of friends. This article has three tips to address retirement issues.
Acquiring an electric vehicle has introduced me to various new concepts when it comes to driving. 'Range anxiety,' for instance, seems to be a phrase that crops up regularly. Progressing so suddenly f...
Tim Urban’s Life in Weeks is such a simple and powerful way to see your entire life laid out in weekly blocks.
The chancellor has delivered the government’s Autumn Budget. Here’s a summary of the key announcements and what they could mean for your financial plan
Ever since new research at Kings College, London suggested that visiting art galleries is good for our health, I seem to keep stumbling across commentary on the findings from that study. It concluded ...
About 10 years ago, I tried logging onto SSA.gov to check my Social Security benefits. You would think after decades of paying FICA taxes (6.2% for SS, 1.45% for Medicare), the government might make i...
Love acts as preventive medicine, shielding health by reducing loneliness, stress, and disease risks. Emotional support improves survival rates, lowers pain, and strengthens immunity. Across cultures ...
When someone dies, families expect to feel grief. What they rarely expect is the number of decisions, forms, accounts, and urgent conversations with banks and institutions that suddenly land in their ...