Curated articles and podcasts from trusted financial experts and real retirees.
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I just wanted to ask how many of you that are 60yrs or more have, or know that you will have, $500,000 (liquid) that you have access to easily that you can use to pay bills with -- not equity in a hou...
Retiring soon. Will my plan work? I am planning on retiring soon and I am making serious plans. I am hoping I can save at least $500k in stocks before retirement in about 6 years. I will also have abo...
We asked financial planning experts for advice....
Saving too much could mean you're missing opportunities to put your money to work. Redirect some of that money toward paying off debt, building retirement funds, fulfilling a dream or investing in hig...
Why voluntary discomfort—from marathons to cold plunges to career risks—builds neurological resilience, autonomy, and meaning. Choose your hard things....
The six largest businesses in the world, as measured by stock market capitalization, are headquartered not merely in the US, ... Read more...
It’s hard to escape the topic of credit cards and the rewards that can make you a happy traveler. But here are five cards you should avoid. The post The 5 Credit Cards You Absolutely Should Not ...
"Noctourism" is a new trend of building travel and vacations around events and plans that take place at night. Take a look at some inspiring noctourism ideas....
Strategies include starting small, adopting a system, getting help from others and being ruthless about what to keep, even when it comes to sentimental items or inherited possessions....
What good is living longer if your money doesn’t last long enough to enjoy it?...
Timing is everything, and sequence of returns risk can mean the difference between a retirement nest egg that's overflowing … or empty....
Early conversations, financial planning and understanding the progression of care needs can help to mitigate stress and protect family relationships....
As long-time investors, we all understand the importance of diversification when it comes to growing wealth. Bear markets and corrections are inevitable, which is why putting everything into a single ...
Plenty of DIY investors try to figure out how to fit all assets into their portfolio. Newsflash! Not everything goes into your portfolio. The post Not Everything Goes into Your Portfolio appeared firs...
What if the riskiest move isn’t retiring too early, but waiting so long your best years pass by? This episode unpacks the real regrets of 909 retirees and the practical steps they wish they&rsqu...
I just applied for my for my age 70 benefit. Starting in February. This should be the ultimate stress test! After the nightmare of Army Benefit Center totally butchering my High 3 calculation, and the...
Amazon’s October Prime Day, or Prime Big Deal Days 2025, is set to begin on October 7 and ends on ... Read more...
Find the best places in the U.S. to follow your retirement passions, including golf, hiking, boating, skiing, the arts, fine dining, restaurants and lifelong learning....
Forbes screened nearly 1,000 locales to pick the 25 top places to enjoy retirement, weighing quality of life and leisure offerings from the arts to fine dining to golf....
As the government shutdown continues, Congress can’t come to terms on spending. It’s easy to confuse Medicare with Medicaid, but there are several key differences....
The new tax bill presents a good opportunity for retirees to revisit tax plans, look into doing some Roth conversions and consider plans for long-term care....
As I finish lunch at the office, looking forward to another 10 years before I can retire, I often read the stories of the people in this community and daydream a little bit about what my wife and I wi...
I retired on March of 2023 after about 41 years of work at two aerospace companies (16+ at one and 25 at the second). For some strange reason, I have kept all my tech books from school and ones acquir...
Not to paraphrase The Clash.... But, I had been planning to retire in January 2026 with a modest pension, SS @ age 65, and draw down assets at a target rate of 3%, and max out my 401K this year. But, ...
M64 wife is 57, no kids. We have just north of 4 mil in liquid assets split between 3 in after tax and 1+ in 401k. How much should we have in real estate vs bonds,equities and annuities? I’m ant...
Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term....
The Nike stock price, Amazon's settlement and the shutdown were all covered by Kiplinger this week — but why? How much do you know about the week's financial news?...
See if you are above average when it comes to Social Security knowledge....
The majority of people retire early, leaving the workforce before reaching their Full Retirement Age (FRA). Maybe you should, too....
Retirement is about more than finances — it’s about meaning and growth. Join us as we explore common “belief traps” that can hold you back, how to reframe your story, and expan...
The new law ushers in significant changes for most taxpayers. Make these moves now to take advantage of them....
For now, Jerome Powell probably doesn’t need the BLS report to convince the Federal Reserve Governors the labor market is cooling....
This home-buying story is one of financial recklessness masquerading as the American Dream. And it's a cautionary tale for trainees. The post Buying a House in Training: A Cautionary Tale That Could&r...
From a USA Today artical: $2.1 trillion sits in left-behind 401(k) accounts. Could one be yours? Finding a forgotten 401(k): The low-hanging fruit First, visit the National Registry of Unclaimed Retir...
FROM THE ARTICLE. Surveys show a generation closing in on retirement is increasingly anxious about the program’s fiscal health. By Deirdre Shesgreen, AARP. Published October 02, 2025. Corriveau,...
More employers are offering Roth 401(k)s inside their plans, making these accounts more accessible than ever. But just because your employer gives you the option doesn’t mean it’s automati...
Preview some of the changes coming to Medicare Part D Drug Plans in 2026....
If you want to live in another country long term, you could benefit from an expert's guidance. Here's how to find a good qualified adviser to help with residency requirements, documentation, financial...
Through quotes from John Wooden, learn how consistency, patience, and focusing on what you can control build a more secure financial future. The post Quotes from John Wooden: 8 Lessons from the Legend...
Asset location is an important concept if you are trying to save and build wealth. Explore ways to locate funds to minimize taxes. The post Asset Location: How Tax-Smart Investing Can Supercharge Your...
Deciding whether to pay off a mortgage early—or how long to keep one—is ultimately a personal choice. In this post, I’ll share my perspective by drawing on both real-life experience ...
My wife died last week. We spent 15 years planning our ideal retirement, started to implement 3 years ago by snowbirding/winding down work to a part time schedule. And we fully committed to retirement...
Most people stay with the wrong financial advisor far too long: out of loyalty, inertia, or fear of starting over. But the cost of sticking with the wrong person can be measured in dollars, stress, an...
Answering listener questions about moving from a national bank to a smaller local bank or credit union if you live in a more rural area, how to save up for big purchases, and whether you should try to...
At this moment my wife and I are are surviving on my SSDI benefits alone, and we do not have any other sources of income. Also, my wife is currently receiving chemo to combat her cancer, and she is un...
Some personal finance rules are helpful, others work against you as you near retirement. Here are 6 rules meant to be broken for a more secure future. The post Break These 6 Personal Finance Rules for...
FROM THE ARTICLE. Lengthy stoppage would delay release of inflation data that’s key to calculating the Social Security benefit boost. By Andy Markowitz and Deirdre Shesgreen, AARP. Published Oct...
I'm hoping you guys might have some suggestions for me. I have a will but it needs to be notarized with two witnesses. I went to the bank thinking I could get it done there but they said that they cou...
A physician’s income is directly tied to productivity, and in the U.S., the most common payment method depends on RVU ... Read more...
We’ve all heard the clichés: focus on what you can control, embrace the pain not the suffering, fight for what you want. Easy to dismiss, right? But the truth is, those sayings stick arou...