Curated articles and podcasts from trusted financial experts and real retirees.
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In 2026, Medicare participants will pay more for their health care. Part B costs are expected to rise more than 10%. Here's what you can do....
Travel pros explain how you can afford a European vacation in retirement, despite a weak dollar....
Money was one of Jesus’ favorite topics, not because he cared about making it, but because he knew how easily it controls people. He taught financial lessons that still challenge how we think ab...
Cash balance plans can significantly boost your retirement strategy if you want a reliable, guaranteed income stream....
You're cruising along in retirement, and then bam: Your Medicare premiums soar because your income crossed the limit. Take a breath. There could be a solution....
Planning for long-term care is crucial to protect your independence, family and financial stability against unexpected health events and rising care costs not covered by standard insurance....
Exchange-traded funds come in a multitude of 'flavors' these days, from passive to active to factor-based. Their flexibility is what makes them so delicious....
The biggest misunderstanding regarding retirement and taxes is ... that most people believe that their retirement accounts belong to them. Watch it, don't watch it ... I offer this as an educational o...
We are in our 60s and live in a large, 150+-year-old house that needs a lot of maintenance. My husband is retired. I can retire whenever I want to. We need to downsize sooner or later, and we're tryin...
Just wondering what option has worked well for retirees. I’m just turning 65 and this seems like a very difficult decision. Also wondering if anyone has switched back and forth from Advantage to...
How do you retire ‘tax-free’? This state doesn’t tax retirement income, has a low median property tax bill, and even offers savings on gas. Are you ready for a move?...
What does the “One Big Beautiful Bill Act” mean for your retirement? Find out how the latest tax legislation—from permanent TCJA extensions to surprising changes in charitable giving...
There are no if-then rules that apply to the stock market that work every time. If that were the case, ... Read more...
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Episode 485 Investment gurus lose money just like everyone else. 13F filings are stale news. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ -----------...
We’re well into the third quarter of the year, so it’s a good time to review the actions you should consider taking with your IRAs before Dec. 31....
Out of curiosity, just before or when you retired did you sit with a CFP or CFA to go over investing and tax strategies? I retired 6 weeks ago at 59-1/2 and my wife(56) will still work for a few more ...
My wife's cousin just passed away. He was 80 years old and living by himself in Florida, far from the other cousins. He wasn't married and had no kids. My wife and another cousin are now scrambling to...
Hello everyone! I just turned 64 and applied for my Social Security benefit. My full retirement age is 67 so I must keep my earned income below a certain level , I’ll say 23,000 just for a round...
24 Passive Income Ideas to Make Extra Money in 2025...
How to Get a $500 Cash Advance No Credit Check...
Managing money isn’t just about income. Instead, it’s about the decisions you make with what you have. From daily spending to long-term planning, these habits show you’re thinking ah...
The '120 Minus You Rule' updates an older retirement rule, with a twist. Here's how this approach to retirement portfolio construction can work for you....
Earning more doesn’t always require a new job or degree. In many cases, developing the right skill can lead to better roles, promotions, or freelance income. This gallery highlights 17 valuable ...
You need to drill down to what you really want out of retirement. Then you can get down to the business of crafting a financial plan to make it happen....
You should never be rushed into buying an annuity. But now that they can be sold quickly and easily online, you need to be more alert than ever to pushy salesmanship. Here are four signs you're workin...
Use this calculator to see the effect on your total deductions and your taxes from the SALT cap increase in the 2025 Trump tax law. Learn the Nuts and Bolts I put everything I use to manage my money i...
From all of us at FAANG FIRE, we wanted to wish you and your loved ones a heartfelt Happy Triple Paycheck Month....
TL/DR: Can highly recommend retirement, ha! What did you experience at six months? How do you stay focused on the good in the midst of so many changes around you? So I posted a few days (HERE) and a m...
Have you received an email from Vanguard asking you to choose the cost basis method in your account? Here's what it means and what to do. The post What to Do About the Vanguard Automated Cost Basis Em...
What if the fear of talking to a financial advisor is the very thing keeping you from retiring sooner and living the life you’ve always dreamed of? In this episode,…...
What Is a Payday Loan and How Does It Work?...
Retirees enjoy Spain's Canary Islands, where life can be as hectic or chilled as you like. The one constant will be almost year-round mild weather....
As soon as both my children were born in 2017 and 2019, I superfunded their 529 plans equal to the five-year gift tax exemption. At the time, I was thrilled to do it given a parent's number one respon...
I am in my early 50s. With luck, I’ll be able to retire around 60. I find it harder and harder to be motivated to continue the grind. I know I need to. I have to get my kids through college, pay...
I'm 68 and want to retire this year. I also want to make sure I understand our current spending and what we will need in retirement from IRA after social security. Should I contact an Accountant and p...
Frugal habits can help you save money, but not all of them pay off. Some cost-cutting strategies backfire, leading to bigger expenses down the road. So let’s talk about the frugal habits that hu...
Many people delay saving for retirement, and regret it later. The earlier you start, the more control you’ll have over when and how you retire. In this gallery, we break down 14 reasons why star...
These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings....
Retirees might dream of selling their home, downsizing to a smaller one, and investing the extra cash for income, but the profit they pocket is often less than what they hoped for....
Guaranteed lifetime income sounds great, but how much will it be? Several factors determine your future payout on indexed annuities with an income rider....
Do you think bonds protect you from stock losses? Are you confident your assets will go to your intended heirs if all you have is a will? Think again — and read on for other myths that could be ...
AI can be a useful tool, but it often gets important financial information wrong. It also can't emulate the empathy, judgment and personal connection you can get with a human being....
According to experts, one of the biggest risks in financial planning isn’t investing in a volatile portfolio, but rather avoiding risk altogether. The post A Big Risk for Retirement Investments?...
ESI Money is a site about managing your money, so you can become wealthy. This site is a summary of ... Read more...
Even in the best of times, a probate case in California is still going to take a minimum of eight months. Is there a way to get around that? The post A Perfectly Executed Probate Still Took 8 Months a...
Since starting Financial Samurai in 2009, I've encouraged folks to keep an open mind and embrace as many different perspectives as possible. So often, we get set in our ways and think our approach is ...
Tuesday, July 22 - Monday, July 28, 2025 Most Commented score comments title & link 16 110 comments Considerations for second car in retirement Top Comments score comment 40 /u/protogens said She ...
Industries are reacting to AI in real time. Some are doubling down on automation, others are doubling down on people. The impact isn’t equal across the board. So let’s take a look at which...
One of the happiest ages in life occurs in what many would consider "old age." Find out which two years will be (or were) your happiest ever. The post You Probably Haven’t Hit Peak Happiness Yet...