Curated articles and podcasts from trusted financial experts and real retirees.
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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...
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...
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 ...
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...
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 ...
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...
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...
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...
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.
Should you get the same Medicare coverage as your spouse? As in most things in life, the answer is it depends.
Recent data from Vanguard and Fidelity shows 401(k) hardship withdrawals at record highs as everyday costs rise and savings run thin. Understanding the long-term impact of pulling from your retirement...
One of the fastest ways to pay off holiday debt is to lower your interest rates, use a proven payoff method like the Avalanche or Snowball, and make extra payments whenever possible. These steps help ...
![How to Improve Your Finances in 2026 [12-Step Financial
Checklist]](/postImages/postImage17780.jpeg)
To improve your finances in 2026, assess your full financial picture, set achievable goals, automate savings, rebuild your emergency fund, increase your 401(k) contributions, and rebalance your 401(k)...
According to the Goldman Sachs Retirement Survey & Insights Report 2025, many Americans are struggling to save as basic expenses rise faster than wages. Here’s what the data means for your 401(k) and ...
The best gift you can give your family this holiday is unplugging. Turn off the devices. Connect with each other. The holidays are stressful. Now, add in being constantly plugged in via electronic dev...
January 10th, 2026 is the 1 year anniversary of my retirement! I can’t believe how fast the year flew by. I was 61.5F when I finally had the courage to let go of my career & paycheck. I have finally l...
I'm 71 and in good health, still active, still traveling, still playing golf twice a week, but a friend of mine had a fall last month that ended up being pretty serious and it got me thinking I should...
I’m 42 working days from retirement! You know what one of the things I’m looking forward to most? I cannot wait to be able to go to bed when I want to and get up when I want to. I have been at my curr...
As the new year begins, Roger Whitney launches a new Retirement Plan Live case study, introducing Henry and Lucy, a couple in their mid-40s pursuing Financial Independence and Retire Early (FIRE). Rog...
You saved diligently for decades — so why does giving yourself permission to spend still feel so hard? In this episode, we discuss: Why many retirees underspend despite having a secure financial plan ...
What can our top five Retire With Purpose Podcast episodes of 2025 teach you about avoiding regrets, spending confidently, and living with purpose as you head into 2026? In this episode, we discuss: T...
If retirement is supposed to bring freedom, why do so many people still feel unsettled, and what's behind that tension? In this episode, we discuss: Why fear persists even with a strong financial plan...
I’m 61 and my spouse is 68 and part of me would really like to retire. We have $1 million and a paid off house and zero debt of any kind. We’ll have about $8,000 per month in pensions and social secur...
Come for the luxury vacation. Retire for the lifestyle (if the vacay goes well). What better way to test a location for retiring abroad?
A deep dive into the One Big Beautiful Bill Act (OBBBA) reveals key opportunities in 2026 and beyond.
As 2026 takes off, half of Americans are worried about the cost of everyday goods. A simple budget can help you beat the money blues and reach long-term goals.
If you've acquired assets over time, even just a home and some savings, you have an estate. That means you need a plan for that estate for your beneficiaries.
We know the economy is unpredictable and markets will do what they do, no matter who predicts what. Here's how to focus on what you can control.
Face-to-face conversations between advisers and clients provide the human touch that encourages accountability and a real connection.
If you're one of the many homeowners who has the bulk of your net worth tied up in your home equity, you might consider using that equity as a planning tool.
We've paid off our mortgage, have $970K in savings and $5K each month from Social Security. Kiplinger asked wealth planners for advice.
Are you living below your means in retirement because you fear not having enough to leave to your kids? Here's how to get over that.
Women often are paid less than men and live longer, so it's critical that they know their Social Security options to ensure they claim what they're entitled to.
Not all retirees who live in states that tax Social Security benefits have to pay state income taxes. Will your benefits be taxed?
What is your retirement spending style? Find out with this quick quiz.
Sequence of returns — experiencing losses early on — can quickly deplete your savings, highlighting the need for strategies that prioritize income stability.
If you are worried about older family members or friends whose financial judgment is raising red flags, help is out there — from an elder law attorney.
Financial pro Prem Patel shares his take on how markets performed in the fourth quarter of 2025, with an eye toward what investors should keep in mind for 2026.
An "all-asset" strategy would integrate housing wealth and annuities with traditional investments to generate more income and liquid savings for retirees.
How shifting from "Retiring Early" to "Living Early" allows child-free adults to enjoy their wealth while they’re still young enough to use it.
A business-as-usual approach to taxes in the first year of retirement can lead to silly trip-ups that erode your nest egg. Here are seven common goofs to avoid.
Not understanding how the upcoming changes in 2026 might affect you could put your financial security in retirement at risk. This is what you need to know.
If you're heading into retirement with scattered and uncertain plans, distilling them into these six areas can ensure you thrive in later life.
Your retirement needs to be able to withstand several major threats, including inflation, longevity, long-term care costs, market swings and more.