Curated articles and podcasts from trusted financial experts and real retirees.
Showing 50 results of 16051
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.
Wealthy retirees often overlook Social Security. But timed properly, it can drive tax efficiency, keep Medicare costs in check and strengthen your legacy.
Under new rules, you may lose an up-front deduction but gain tax-free income once you retire.
In 2026, the maximum contribution limits for 401(k) plans have increased, giving you an excellent shot at maximizing your retirement savings.
Here's how to stop wasting your energy on things that don't enhance your new chapter and focus on the things that do.
Saving a large percentage of your income, minimizing taxes and keeping spending in check can offer a more realistic path to retiring rich.
For a successful modern retirement, prepare for a longer life, manage high health care costs and prioritize your social life and purpose.
Stocks and bonds aren't the only ways to invest your retirement "fun money."
Worried you won't have enough money later in life? Try redesigning your vision of retirement, and you may find your savings go further than you thought.
Taking Social Security later results in higher future income, but that can create an income gap. Annuities can boost income until you file for benefits.
Take this simple quiz to discover whether a revocable or irrevocable trust should be the cornerstone of your estate plan.
The secret to keeping your New Year's financial resolutions? Just make your savings and retirement contributions 100% automatic.
Learn the difference between domestic asset protection trusts and foreign or offshore asset protection trusts to help you decide what might work best for you.
We asked professional wealth advisers to weigh in.
You need to share details with your family (including passwords and document locations) and stay focused on keeping your plan up to date.
As women gain wealth and influence, being proactive about financial planning is essential to address longevity and close gaps in confidence and caregiving.
Make 2026 the year you stop coasting and start supercharging your retirement savings.
Saving for retirement is just one step. Now, you have to figure out how to spend and maintain funds. Here are four frequently asked questions at this stage.
Your retirement could be jeopardized if you ignore the risks you'll face later in life. From inflation to market volatility, here's what to prepare for.
Even when your financial plan says you're ready for a big move, it's normal to hesitate — but haven't you earned the right to trust your plan (and yourself)?
As 2025 draws to a close, take time to review your finances, maximize tax efficiency and align your goals for 2026 with the changing financial landscape.
Careful planning encompassing location, income, health care and visa paperwork can make it all manageable. A financial planner lays it all out.
Two recent reports on family caregivers capture the size and nature of caregiving activity. In terms of the number of people caring for adult family members, the reports — the first from the Bureau of...
Longevity is a team sport, according to author Ken Stern. Here's the secret sauce for living long, healthy lives from countries such as Italy and Japan.
Here are seven tips from professional financial planners to help you retire in the new year.
As a retirement editor, I've gleaned valuable wisdom (and a lot of laughs) from one older couple that tops the seniors' stock photo charts.
Ever wonder why financial resolutions fail? It’s not willpower. Learn the real reasons and how to achieve your goals and dreams. The post 8 Reasons Why Financial Resolutions Fail (and What Actually He...
Your home is a valuable asset. It is also a powerful financial tool for retirement. Explore 5 ways to use your home equity. Read now... The post Will Retirees Use their $14.39 Trillion in Home Equity ...
The research is clear, luck is more important to success than hard work and intelligence. Find out why and explore 10 ways to get luckier. The post 10 Ways to Get Luckier with Money (And, Why Luck Is ...
I retired at 62 (now 63) in June 2025,and I have a Roth IRA with 15% and traditional IRA with about 85% of total. My wife is 64 and still working to pad her retirement and for our health insurance. I ...
I have been retired 1 year. I made about 50k managing my fidelity IRA and overall made around 10%. My plan was to take 4% a year or 20k so that tracks. I keep 6 months of bills in savings currently an...
Well, good heavens, I'm turning 70 this year. And it dawned on me on New Year's Day that there's a decent chance I won't see 2036, and a substantial chance I won't see 2046. This should feel sobering,...
One of the things I appreciate about retirement is that the list of “things I should do “is now second to the list of “things I feel like doing at the moment. “ Today’s a great example. I got up spent...
Tuesday, December 30 - Monday, January 05, 2026 Most Commented score comments title & link 92 40 comments Day 1 - Here's Where The New Story Begins Top Comments score comment 42 /u/Suspicious-Cat8623 ...
Did you know you could triple your 401(k) contributions with a mega backdoor Roth tax planning strategy? We share how to maximize your tax free retirement income.
Sue van der Linden and her women-led Bluestone Planning Group emphasizes planning discipline, risk management and education to help clients navigate markets and multigenerational decisions.
Travis Musgrave and Musgrave Dunn & Associates focus on a planning discipline, and proactive problem-solving.
Jason Andrews’ Merritt Point Wealth Advisors has grown to 16 advisors across multiple offices, pairing an independent platform with resources designed to help teams deliver customized planning.
The Willenbrock Group—led by husband-and-wife partners—starts every relationship with a planning roadmap and uses alternatives primarily to reduce volatility.
Real progress comes from small, consistent steps that compound over time. These five strategies throughout 2026, will lead to meaningful, lasting financial results.
Hi all, Not retired yet and I’ve got 6 years to go. However, I’m in a weird spot. I don’t have time to do activities during the day and my work is not predictable as to when it ends each day. Thus, I ...
I’ve been aggressively buying the dip since March 2020, when I wrote How To Predict A Stock Market Bottom Like Nostradamus. My daughter was born four months earlier, and something inside me clicked, p...
I’m back in Honolulu for the winter holidays, visiting my parents, and I’ve been looking forward to this trip for months. Especially after spending about $41,000 remodeling and furnishing a neglected ...
As I watched my kids tear through their Christmas presents, I felt an unexpected twinge of melancholy. I knew the thrill over that one toy they had wanted for so long would be fleeting. Soon enough, i...
I’m two months out from retirement. My last day of work will be the day before my 65th birthday. I’ve been excited since fully deciding to do this, last summer. But for some reason, over the last few ...