Curated articles and podcasts from trusted financial experts and real retirees.
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Family caregivers help frail older adults and people with disabilities. But they get little support from the health care system. Two non-profits have solutions....
Leaving a 401(k) at a former employer can shrink your nest egg. These steps could help protect your retirement and boost savings....
Everybody has their own number for how much they’ll spend in retirement. See if your's is in line with the averages....
Avoid delays when IRS tax refunds and Social Security paper checks are cut off. Here’s what to know....
The IRS has clarified some questions surrounding new catch-up contribution rules for retirement savings plans....
Here's why that approach to saving for retirement doesn't always work out....
FROM THE ARTICLE. Owning your home loan-free is an impressive feat, but that doesn’t mean it’s always the right move. Should You Pay Off Your Mortgage Before Retirement? By Judy Dutton, AA...
A high percentage of Medicare Advantage plan members make a critical mistake that increases their costs and reduces their benefits....
We ask financial experts for advice....
If you're entering retirement and going through a divorce at the same time, you've got some work to do to shore up your long-term financial security....
Learn how Medicare Advantage trial periods work, who qualifies, and what deadlines apply....
The IRS has issued final regulations on SECURE 2.0 Act catch-up contribution provisions. Depending on your income, those may be treated as Roth catch-up contributions....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySavannah HankardTo read on CBS2 News, Click Here NAMPA, Idaho — Glen Rimbey, affectionately known...
To read this story on KSL.com, click here. “If you’ve saved more than $300,000 in a traditional IRA or 401K, congratulations – you’ve already cleared one of the biggest hurdles...
I'm thinking about living in Maine for three months. If you've done something similar, do you have any thoughts to share? I'm single, retired, childless, an introvert. I've been to Maine several times...
My financial advisor runs an annual cash flow plan to see how ready I am for retirement. I am 65. I currently work full time and will continue to do so until I am 70 when I will draw Social Security. ...
as i am estimating my retirement budget, trying to figure out if i'll have enough to live on given how much i think i'll spend, how long i'll live, etc., i have been using these basic calculations: *T...
Hello, new friends: A good friend is retiring next year and I'd like to start gifting her things she can use in retirement. (I am over 50 but will be retiring after 65). While I'm familiar with her cu...
Save your money and health by making smart Medicare choices with these traps in mind....
Americans consider their digital assets as very valuable but few are caring for these assets in their digital estate planning....
? SHOW NOTES In this episode, we focus on empowering you to navigate retirement with confidence. We break down the process of reading a Social Security statement, examining each section and its signif...
I’ve been talking about a project that I’ve been working on for several months now, which has kept me pretty busy. It’s time I fill you in that it’s been all about self-hosting...
If you're worried you won't have enough saved for a comfortable retirement, or that life after work will be boring, these well-paid roles could be the answer....
There are guidelines about when someone should be an employee and when they should be an independent contractor. Is being on a 1099 better? The post Why ‘Going 1099’ Won’t Solve All ...
FROM THE ARTICLE. For everyone from savers to borrowers, lower interest rates are a mixed bag. By Cameron Huddleston, AARP. Published September 17, 2025. holding interest rates steady for most of the ...
Lately, I’ve been thinking more about estate planning. Part of it is just getting older. Part of it is having young children I want to protect no matter what. And part of it is watching the unse...
Choosing a beneficiary for your 401(k), insurance policy or similar assets is crucial for estate planning. Here is how to do it, and six pitfalls to avoid....
Hi everyone! We are still recovering from an exhausting travel week, which we will definitely share with you in future post, but now that we’re able to come up for air a bit, let’s do a re...
How have others approached life insurance once they get closer to their retirement savings goal? I just crossed the $1 million mark in a 401k and expect to reach my goal in less than five years. Which...
4% rule (and other "safe withdrawal" strategies) seem to assume you retire and start drawing SS at the same time. Guardrails appears to have the same assumption. On the other hand, many people recomme...
Need some advice. For the second time in a year, my FIL (87) has responded to phishing emails and eventually ended up transferring large amounts from his retirement account to places in Asia. First ti...
The financial professionals who contribute to Kiplinger's Adviser Intel recently wrote about the OBBB's impact on retirement, how to ensure your wealth passes to your family and early retirement quest...
Make smart choices for electing Medicare for your health and longevity....
Cheapest Car Insurance in Michigan: A Comprehensive Guide...
Cheapest Car Insurance in Florida: 2025 Guide...
This quiz tests your knowledge of the services that Medicare provides at no cost to you....
It’s almost the end of warm-weather season, a time of year punctuated by trips to the family cabin, cookouts, beach ... Read more...
As investors continue to seek diversification and stability, trust deeds have become an increasingly popular option. These real estate-backed investments ... Read more...
Financial advisers can use annual reviews to help enhance client outcomes, strengthen relationships and build their practice....
A YMYW listener from Missouri and his wife are retired at 69 and 67, with less than $2 million dollars. Should they continue converting retirement savings to Roth for the tax-free growth? What should ...
Living longer is one thing. Living well is another. In Part 2 of my conversation with Dr. Bobby Dubois, we unpack the final three pillars of his blueprint for longevity: mind-body harmony, heat & ...
Navigating market volatility in retirement requires more than the traditional 60/40 portfolio. This episode explores three critical risks every retiree must address to maintain financial security thro...
Longevity, AI, disruption make lifelong learning a lifelong investment. From the trades to MBAs, education is a recurring cost to stay competent, competitive, connected....
Best Short-Term Investments: Our Top Picks...
The physician shortage is not new. However, the concerning rise in the number of obstetricians leaving or wanting to leave ... Read more...
In the summer of 2025, I started feeling off. It was nothing dramatic at first—just a sense I wasn’t at my best. The result was a gut punch. The post The Other Side of Hedonic Adaptation: ...
As America ages and income inequality deepens, concerns about retirement security are mounting....
Do you know how to tell if a charitable contribution is deductible on your tax return? The IRS offers some tips to help you out. The post What Charitable Contributions Are Deductible? appeared first o...
A J.D. Power survey ranks retirement planning apps based on customer service and satisfaction. Does your financial app make the cut?...
Standard retirement account beneficiary forms may not be flexible enough to ensure your money passes to family members according to your wishes. Naming a trust as the contingent beneficiary can help a...