Discover the Best Insights for Every Stage of Retirement

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It’s Good To Be Old

I find myself saying this out loud or to myself more and more lately. The aches and pains­­­—minor at this point, thank goodness—and occasional loss of the exact word I’m looking for aside, being olde...

Overcoming Financial Hopelessness When Life Feels Impossible

Recently, I’ve been experiencing a bout of financial hopelessness that’s been surprisingly hard to shake. Rationally, I know I’ll be OK, but mentally, I’m stuck in this negative loop. It started after...

401(k) Balances by Age: Where Do You Stand?

Understanding the average and median 401(k) balance by age helps you see where you really stand. Vanguard’s data shows a wide gap between the average balance of $148,153 and the median of $38,176, rev...

My Favorite Investment Writing of 2025

With 2025 coming to an end, it’s time for my annual tradition of gathering my favorite investment writing of the year. I started this tradition in 2017, and have continued it ever since (2018, 2019, 2...

The Woman in Black

Many years ago, in that world of work I invariably wore black. Dull, sombre coloured suits with white blouses and heeled shoes were viewed as appropriate attire for both office and court room. I think...

My Friend’s $250,000 Mistake

Far too many investors are just throwing money away... The post My Friend’s $250,000 Mistake appeared first on Wealthy Retirement.

Overlooked Strategies For Health And Longevity In Retirement

Here are often overlooked aspects of health and longevity in retirement that are backed by research.

Oh.What.Fun.

Oh.What.Fun Film Review by Darrell Griffin, Pres PureAudacity.com Oh.What.Fun. is a holiday comedy that hilariously reveals the invisible labor of moms. Darrell Griffin, President of PureAudacity.com,...

Selling Treasury Bonds Is Easy, But Consider The Tax Implications

As savers, we are being rewarded with higher risk-free yields. Treasury bills (T-bills), Treasury bonds, and money market funds are still paying over 4% without taking equity or credit risk. Because T...

Reader Case: Retire and Travel, or Own a Boat?

It’s been a while, so let’s do another reader case, shall we? Hi Kristy and Bryce! At 53, I definitely don’t count as a Millennial. But my wife, who was born in 1980, just barely squeaks in, depending...

Are There Unmet Needs?

The end of the year always awakens in me a desire to do a life review – how am I doing with my retirement lifestyle vision, how is my wellbeing, what’s working/what’s missing, what’s the plan for next...

2025 Year-End Financial Checklist: Strategies For Wealthy Investors

Year‑end planning is critical for wealthy families, in order to preserve wealth, minimize taxes, and grow wealth. Review these key financial planning ideas before 2026.

The Great Wealth Transfer: What Christmas Shows About Every Generation

How Christmas memories shape each generation’s attitudes and expectations about money, the Great Wealth Transfer, and how trillions may move across families.

My Keys to Real Estate Investing… and Where I’m Buying Next

When it comes to money - especially real estate investing - it’s important to use your head, not your heart. The post My Keys to Real Estate Investing… and Where I’m Buying Next appeared first on Weal...

Brain Gains: Hobbies That Keep You Young

Brain Gains: Hobbies That Keep You Young Creative hobbies are more than fun—they’re brain-preserving superpowers. A global study shows activities like music, dance, painting, gaming, gardening, and cr...

End-of-Year Planning: What to Review for Your Estate and Care Documents

As the year ends, it’s the perfect time to take stock of your estate and care documents. Life changes, laws evolve, and priorities shift, making it essential to ensure your plans are still in line wit...

Turning Today’s Tax Bill Into Tomorrow’s Flexibility with Roth Conversions 

For most people, taxes feel like a problem for “future-you.” So, the idea of voluntarily paying taxes today can feel counterintuitive. Yet this is exactly the decision behind a Roth conversion, and it...

Once Again

We're heading towards the end of another year but why is it that once again I never managed to get all my borders dug over and bulbs planted before the gardening season came to an abrupt end? Forever ...

Big Lot vs Great Views: Deciding Which Home Offers More Value

Ideally, you want to find a home with both a big lot and amazing views. These are the two special features that most buyers covet the most, which create bidding wars and higher re-sale prices. However...

Target: This Iconic Retail Stock Continues to Miss the Mark

Can it turn things around in 2026? The post Target: This Iconic Retail Stock Continues to Miss the Mark appeared first on Wealthy Retirement.

KFF Health News: Health Savings Accounts, Backed by GOP, Cover Fancy Saunas but Not Insurance Premiums

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...

Foundations Of Health And Longevity In Retirement

Increase the odds of adding healthy years to your life with suggestions backed by research.

Is This Dividend Aristocrat’s Payout in Jeopardy?

It’s raised its dividend every year since 1972... The post Is This Dividend Aristocrat’s Payout in Jeopardy? appeared first on Wealthy Retirement.

Why Housing Affordability Could Actually Be At An All-Time High

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: Survey of 1,000 Boldin Planners Reveals 6 Powerful Insights

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 ...