Curated articles and podcasts from trusted financial experts and real retirees.
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Most of us expect retirement to feel like a curtain call. Like a clean break after decades of weekends on ... Read more...
Exploring how to transition from an achievement-based career to a fulfilling retirement lifestyle with author Elizabeth Zelinka Parsons....
Learn how your retirement funds could be impacted by a bank failure....
Order Glocks on telegram message @Teddymills, Where to buy a Glock in | Australia, Order Glocks with no FFL in Australia, | Perth, Where to order Glock 19 ,k9 an more in Australia, | Darwin...
Are you retiring and thinking of moving to be near the younger generations? Here's why you may want to think again....
The Social Security trust fund will be insolvent in 2033 and by 2035 will have to reduce benefits by 17%. Here is now much more you need to save to cover the potential shortfall....
It's amazing all of the different ways people can screw up tax-loss harvesting. Let's outline a few mistakes to help others avoid them. The post 13 Ways to Screw Up Tax-Loss Harvesting appeared first ...
Big changes are afoot at federal agencies. Make these moves to protect yourself financially....
A financial professional highlights areas of tax planning that retirees should have on their radar as they finalize their retirement plan....
Getting old isn’t nearly as bad as many people think it will be. Nor is it quite as good. Maybe it’s somewhere in between....
Should you hold equities? Fixed income? An annuity? Or all three? Financial advisors debate the options in today’s “tariffied” environment. The post How to allocate a RRIF for secure...
A new study from the Center for Retirement Research found that older remote workers are working longer than their in-office counterparts. Financial advisors say the trend offers plenty of benefits, bu...
About 5 years ago, when I started doing a relative's tax return, he was always prompting me to make a quarterly tax payment. Since he had to take RMDs and since he did not need the income from the RMD...
I'm sure I'm missing something obvious about social security full retirement age but I'm confused. My FRA will be 67. I understand that if I start taking SS earlier than that, there is a penalty. I al...
John in Boston is in the 32% tax bracket. Should he do Roth conversions? Flight Deck Dad and Irish Girl in Pensacola have a lot of tax-free pension income. Should they do Roth conversions? Bert and Er...
Whether you're more Golden Girls or Felix Unger, renting out a room in retirement might make financial sense. You might even have fun....
I see lengthy discussions on moving across the country to be close to grandchildren. I am one of those wanting to as well, but I ask myself why. Upto 7 or 8 there is very close relationship with them....
My wife and I are looking to move to a Latin American country (Mexico, Costa Rica, or Panama) and I'd like to know if anyone has recommendations on legal services that can help with the process of app...
It’s a super-sized episode today—and for good reason. We spend the bulk of the show in a deep, insightful conversation with Dr. Meir Statman, a leading voice in behavioral finance. I also ...
With inflation and volatility, how careful should I be?...
Now that Little Matchstick is more than a year old, other parents and our family members have started asking, “are you putting him in daycare?” When it comes to raising kids, everyone and ...
Nervous about investing in a 529 plan? If college doesn't pan out, the money can now be rolled over into a Roth IRA, which will grow tax-free until retirement....
The Social Security Fairness Act's big changes and new opportunities could require adjustments in tax strategy for some Social Security recipients....
Lower your dementia risk with this one hack....
Reintroduced legislation accompanies another bill requiring the SSA to mail statements…...
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines...
Q&A with Inspira Financial’s Pete Welsh and Jeff Thoms...
The new annuity solution draws on the performance of underlying Dimensional ETFs...
Thirty-eight percent of parents providing financial support to their adult children say it…...
A Delaware Court in CES 2007 Trust just upheld the protections of a self- settled asset protection trust making this an important technique to protect your wealth....
On this episode of \"Tax Breaks”, Kelly Phillips Erb talks retirement. She dives into retirement planning, highlighted by Forbes' list of the Best Places To Retire and considerations for Social ...
President Trump’s executive order aimed at lowering the prices of prescription drugs in the US is unlikely to reduce them very much at all....
During the recent stock market correction, I decided to buy the dip. But this time, I didn’t just buy my usual dip-buying amount of $25,000 to $100,000. I went much bigger. All told, I spent ove...
There’s no honor in financial martyrdom I recently took a four-day trip over spring break. I’m a woman of a ... Read more...
Misinformation about a Social Security login update sparked panic. Here’s what’s true, what’s not, and how to safely access your account without losing benefits....
Unlike tariffs, taxes are an area where investors do have control to improve their financial lives....
I'm not even an attending yet, but we've saved up close to $1 million. How did we do it? It all started with some free food. The post From Free Resident Meals to $750,000: Unleashing the Power of Beha...
FROM THE ARTICLE: AARP Backs Effort to Improve SSA's Assistance for Identity Fraud Victims. Congressional bill calls for streamlining help for older adults whose Social Security numbers have been stol...
Reintroduced legislation accompanies another bill requiring the SSA to mail statements…...
The stop comes as the department considers rescinding the rule following legal challenges...
Public sector workers say they need help with overall retirement readiness and understanding…...
Discover how 401GO’s Stan Smith is unlocking SMB 401(k) market growth with tech-driven…...
Social Security will send payments if you live overseas, but there can be some complications....
In this episode, we shine the light on common estate planning mistakes that can derail even the best intentions. We discuss the risks of failing to update beneficiary designations and why relying sole...
My wife is a retired teacher since 2014. The school system does not pay into Social Security. She retired 10 years ago and has been paying her Medicare premium through bank withdrawals. Now, 10 years ...
Forget about spending four years in college just to end up broke and burned out. The truth is, a solid two-year degree can get you trained, hired, and earning real money faster than most traditional p...
The Social Security program was designed to support lower-income retirees more by replacing a larger share of their past earnings than higher earners receive. But the subsidies that encourage workers ...
With a Social Security shortfall looming and many workers struggling to save for retirement, most Americans agree: It's time for the government to step in....
An estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind....
Before I retired from finance in 2012, I struggled with chronic back pain, sciatica, and TMJ. The stress was so overwhelming, I even paid a dentist $700 to drill divots into several teeth just so I co...