Curated articles and podcasts from trusted financial experts and real retirees.
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We need to keep the lines of communication with our clients open so that we can anticipate and help them navigate issues that arise over time....
What time is it? It’s reader case time! Hello – I’ve read your book Quit Like a Millionaire, which provided a lot of very useful information. I’ve now found your blog and am fi...
I live in a wonderful home in a great neighborhood. I am single and property values have exploded making it hard for young people to buy even a starter home. It’s zoned a double lot so there is ...
Most information I see regarding the period before retirement focuses on finances. One thing I don’t think that gets talked about a lot is what life looks like those 5 -10 years before retiring,...
FIRE vs. Fat FIRE: Which Path Are You Really On (and Does It Even Matter Anymore?) TL;DR: FIRE Isn’t a ... Read more...
You may need a family office if you are a high-net-worth individual, because being wealthy turns a family into a family business....
Before she retires next month at age 52, Rowan in Georgia wonders how to maximize growth in her IRA, which will be funded with 72(t) early retirement withdrawals. What do Joe Anderson, CFP® and Bi...
If your goal is to spend $10,000 a month in retirement, how much do you really need saved? The answer isn’t as simple—or as overwhelming—as it might seem. In this episode, I break do...
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Whether you're Gen X or a baby boomer, your younger colleagues' opinions on work may help you find a new job or be happier in the one you've got....
Gen Z is the newest generation in the workforce. But for many employers, hiring them doesn’t come easy. This gallery breaks down 20 reasons why younger job seekers are struggling to get hired &m...
It's the club no one wants to join. But if you are over 50 and still paying student loans, there are ways to tackle both debt and retirement savings....
Two-thirds of Americans don't have an estate plan. If you're one of them, these are the essential steps to take now to prevent problems for your family later....
Get early retirement tips and tricks from people who successfully retired in their 40s and 50s and are thriving now. The post Early Retirement Tips: 28 Strategies, Tricks, and Insider Info from People...
A softening stance from the Trump administration could lead to a rise in the availability of cryptocurrency investments in 401(k)s. While some plan sponsors are considering crypto, they emphasize that...
You would be better off claiming early If you die young, but if you don't, starting too early can lock you into reduced payments for decades. So, what’s the right move?...
Becoming a multi-millionaire is quite simple, but it buildig life change wealth was easy everyone would be doing it. Why you may never become a multi-millionaire....
White men’s unemployment rate has risen faster and their employment rate has fallen more than was the case for their counterparts since January 2025....
Even wealthy aging parents can overspend and enganger their financial safety. Adult children need to watch over finances and take action when spending is out of control....
People receiving Supplemental Security Income are is denied the ability to save for retirement. Hopefully this policy will change so everyone save for retirement....
Economic security — through annuities — is good for retirees' emotional and physical health....
Danger can pay, and sometimes it pays big. In 2023, the U.S. saw 5,283 fatal work injuries, a rate of 3.5 per 100,000 workers according to the Bureau of Labor Statistics. This gallery covers 16 jobs t...
How are everybody’s vehicles doing? I hope your car is going strong because new and used vehicle prices are more expensive than ever. The average price of a new vehicle ... Read more The post Is...
Let's go over some of the more controversial pieces of advice WCI gives, the things that people disagree with us about the most. The post The White Coat Investor’s 11 Most Controversial Teaching...
White men’s unemployment rate has risen faster and their employment rate has fallen more than was the case for their counterparts since January 2025....
Whether you sing, play Sudoku, jog or woodwork, pastimes offer unexpected benefits....
Bills are high everywhere. But some states are much worse than others. This gallery ranks the 20 most expensive states to live in using the Cost of Bills Index Report (COBI). It tracks real costs like...
AI will increasingly affect your healthcare and finances, but young workers are primarily designing the systems and getting most of the jobs....
If retirement's a puzzle you're struggling with, try answering these five questions. The answers will guide you toward a solution....
Not all physicians or other high-income earners take their cues from John Bogle. Some have their own ideas about how to invest their money, The post Here’s Where Doctors Are Most Comfortable Inv...
I work part-time with benefits for a non-government hospital. I am told that after I retire, I have to stay out 3 months before I can reapply for a per diem (less hours) job, which is downtime I don't...
Side hustles might be slowing your FIRE progress. Learn a more effective approach to financial independence....
Thermodynamics vs. Your Retirement Portfolio The universe is rigged against your wealth (here’s proof) Dr. Chen, physics isn’t just theoretical—it’s ... Read more...
In its Weekend Reading for Financial Planners (June 7-8), Kitces.com and Adam Van Deusen included a link to and summary of our April 28, 2025 Advisor Perspectives article, “Advising a Retired Cl...
It has been more than 2 years since my last post.  Maybe more importantly in round numbers it has also now been around 18 years since I started on my FIRE journey, 16 years since I started th...
Getting a master’s degree isn’t cheap. Tuition costs are up, competition is high, and too many people jump in without thinking about how long it’ll take to pay that bill back. That s...
Baby Boomers and Gen X are guilty of spending a lot of money. Here's a look at where their money goes....
Here's how to retire in Finland as a US retiree. It's ideal for those who value natural beauty, low crime and good healthcare....
Guyton-Klinger guardrails is a strategy that allows for a relatively large withdrawal rate during retirement. Here are the pros and cons. The post What Is the Guyton-Klinger Guardrails Approach for Re...
Greetings. I turned 55 this month and hope to retire in 4 and a half years. My wife and I want to retire in Italy at some point. My tentative plan is to convert my 401k at retirement to a joint life a...
I just got back from a trip visiting a friend about 1600 miles away. From his house, we took off, just the two of us. He has a little sailboat (a 14' gaff-rig catboat, sleeps 2), and he wanted a partn...
I have a large book collection. I’ve justified keeping them by telling myself I’ll re-read them when I retire, with the added perspective that age and, hopefully, wisdom give me. Am I kidd...
I retired at the end of June in 2024 at the age of 62 from my job as a clinical lab scientist at a VA clinic. My last boss was a micromanager who loved to play favorites and blame us more experienced ...
By the time it works through Congress to President Trump's desk, The One, Big, Beautiful Bill will probably have a few different details, and a different name. But the version of the bill that recentl...
If you've been scared into an all-cash position, it's wise to consider reinvesting your money in the markets. Here's how a financial planner recommends you can get back in the saddle....
Feeling burned out and underappreciated? Tired of managing people and just want to focus on your craft? Thinking about going back to school to do something more meaningful? If any of this resonates, d...
Your time is valuable, and so is doing things right. So get yourself a payroll service, bookkeeper, tax pro and insurance broker–and keep multiple lawyers on speed dial....
Here's a look at 3 overseas havens offering laidback living, excellent health care, and welcoming communites, ideal for U.S. Veterans retiring on a military pension....
If you want to switch your Medicare Advantage plan or enroll in original Medicare, you're not alone. Here's when it's a good idea and how to go about it....