Curated articles and podcasts from trusted financial experts and real retirees.
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A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy....
Saving for retirement is typically challenging enough when you’re doing it on your own, but what happens when your partner isn’t on the same page? Maybe they think saving for retirement ca...
Should they stay or should they go? More than half of homeowners have a mortgage rate sweet spot to make a move....
With almost 21 million empty nest homes across the country, a real estate opportunity could be in the works....
A quiet housing evolution is taking place in backyards across the U.S., as new zoning laws and permitting process make it easier to build accessory dwelling units, also known as ADUs....
Enrollment in colleges and other types of postsecondary education has bounced back to levels last seen in 2019 led by surging interest in certificate programs....
The numbers fromEmpower Personal Dashboard™from January 2020 through March 2025 suggest a pattern of , with consumers allocating dollars toward convenience, wellness, and personal enrichment, ev...
I have a small pension from a car manufacturer I worked for 20 years ago . I have been receiving payments for the last few months and have just realised as my tax return comes around that I have had n...
I (60M) am getting close to retirement. The years are slipping by more quickly now. I like working - adding value and being mentally challenged. I don’t see myself fully retiring and am thinking...
If you’re a physician in training or just starting your career, there’s a good chance you’ve heard about Public Service ... Read more...
Last summer, I suffered serious injuries as a result of a long fall while climbing in the Tetons. Here's who I needed to count on afterward. The post The Importance of Real Partners appeared first on ...
New Jersey Seniors & Homeowners check out these important property tax relief programs for 2024! Apply by: Oct 31, 2025 ?ANCHOR Program ✅Homeowners earning up to $250K: $1,500 or $1,000 bene...
Historically, the best way to weather a volatile environment is to avoid making short-term moves that can backfire....
As you may have surmised from the accompanying image, I spent some quality time with the toilet over the weekend. Earlier this year, I heard the toilet tank refill on ... Read more The post The Rental...
For investors with a long-term mindset, managing volatility could offer more than just defense....
Money is on the move – and Americans are standing at the precipice of big financial choices ahead. On America’s financial scorecard, people rate their happiness with their overall personal...
Americans are getting more comfortable with AI, but research shows they prefer human-AI collaboration — insight businesses can use as they integrate AI at work....
One generation is nearing retirement, while one is already there. How they approach this important life transition is very different....
Episode 470: Want to become more successful? Read Jack Spirko’s new book Laws of Life. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ -----------...
I’ve been an investor in the stock market for 50 years. Here’s the one thing that will determine whether the market makes you wealthy or leaves you bleeding on the side of the road: What y...
Congress has just proposed a $15 million permanent exemption for gift, estate and GST taxation. What does that mean to your planning now?...
By making the unconscious or subconscious conscious, now you’re empowered to do something about it. Financial planning is powerless to remedy an unknown illness....
Trump and DOGE are weighing a U.S. "Gold Card" that would let the wealthy emigrate to the U.S. for a fee. But golden visas have been around for years worldwide. Here's how they work....
Quit worrying about money and enjoy a carefree retirement. Sounds good, right? Well, if you follow these nine steps from a financial adviser, you could be on your way to that goal....
The clock is ticking on the estate and gift tax provisions in the Tax Cuts and Jobs Act, so the sooner you act on removing assets from your estate, the better....
“You’re only renting because you don’t have kids.” “Your lifestyle doesn’t work for families.” “You’ll change your tune when you have a baby.&rdqu...
Here's another edition of the WCI Travel Club, where readers can write about their worldly adventures and what they learned from them. The post WCI Travel Club: Memorable Trips to Chile, Lake Powell, ...
Current have 300k in a 401, part Roth, part regular, and a small amount in an IRA. I'll be retiring in 18 months at 67. Should I keep the money in the 401 when I retire, move it to the IRA, or do some...
We retired in 2016, I wanted to retire and my better half (wife) had to. I find it impossible to accept that this was 9 years ago. We are doing fine after a few bumps along the way. The time flew by a...
Hello all. I've just retired, and while I'm glad I have, I stopped working with only vague ideas about what I would do with myself from now on. I chose to retire to get away from work - no more long c...
As an oncology RN, I see how much kids do to help their parents as they age. I also see how much my sister has done for my mother. Kids are no guarantee, but they can be a great source of support and ...
In our last post, we tried to encourage retirees afraid of (or behaviorally resistant to) spending their wealth to consider increasing their spending whenever their Funded Status exceeded a specific t...
Understand how wash sales affect RSU vesting with real 2025 Meta examples. Learn when losses are disallowed, how cost basis adjustments work, and what to watch for with monthly vests....
I will retire with company stocks (RSU’s and ESPP shares) that will have been released / purchased quarterly over my final year working there, the 2025 year. I don’t want to sell any of th...
As I sit at my computer, eating a plate of pasta with artichokes, I’m contemplating what special dish to prepare ... Read more...
Though marriage equality and laws blocking employment discrimination are in effect across the land, some cities and states are havens for the LGBTQ community....
Older adults can access special discounts on a variety of travel deals, including hotel stays, airfare, car rentals, cruises, attractions, and entertainment....
Poor tax planning can drain your retirement of tens or even hundreds of thousands. Stop the bleeding with a laser focus on tax efficiency....
A financial professional recommends thinking in terms of three financial stages — active years, slower-paced years and later years — assigning each one a unique bucket of investments....
My economic and market outlook: We will avoid a recession, inflation will further moderate, and the USA will win the trade war. Relax! The FIRE movement will be just fine. The post Market Musings: Rec...
To read this story on KSL.com, click here. “If you don’t have a pension, you could face one of the biggest risks in retirement today,” warns financial advisor Ryan Thacker.…...
FROM ARTICLE: Bank bailouts. Ponzi schemes. Plunging financial markets. Given today’s dire headlines, planning a secure retirement has become a more critical task than ever. Now, for Americans s...
Before you buy an investment property, you should run a few numbers to make sure it will be a profitable investment. Here's what to know. The post 5 Rules for Evaluating a Rental Property Investment a...
The cost of caregiving is huge and someone must do the work. It is crucial to consider who will provide it, the dollar value of this, and to ensure caregiver compensation...
What if you could turn your biggest retirement expense into your greatest savings opportunity? In this episode, Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions sit down with Brandon Olson,&h...
What does it truly mean to leave a legacy? How do you tie together money, values, and memories into something lasting? Join Ryan and Tyson Thacker, the Retirement Brothers from…...
Why are taxes one of the biggest retirement expenses, and how can you minimize them? Join Ryan and Tyson Thacker for an episode of Retirement Solutions The Podcast as they…...
What’s the main risk that’s hiding in your retirement plan? Chances are, it’s lurking in plain sight and could jeopardize your financial future. How can you avoid it? In this…...
A four-year degree used to sound like the only path to a good job. What they didn’t mention was the student debt with no guarantees, the wasted time, and the jobs that barely cover rent. Turns o...
59 to 68 million Americans are in the sandwich generation. Get 8 powerful tips for managing this stressful time of life. The post Resilient, Responsible, and Right in the Middle: A Mother’s Day ...