Curated articles and podcasts from trusted financial experts and real retirees.
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Paying full price is usually a choice, just not a smart one. Retailers bank on urgency, impulse, and people who don’t know any better. But with a little patience and a solid strategy, most of th...
Thinking about reducing your 401(K) contributions in the current market? Here are six reasons why you may want to reconsider....
Combining a reverse mortgage known as a HECM with a QLAC (qualifying longevity annuity contract) can provide longevity protection, tax savings and liquidity for unplanned expenses....
Testimonials and a recent survey of Boldin users show how retirement planning increases financial confidence and can trigger earlier retirements. The post Boldin Users Show Striking Financial Confiden...
The Beige Book: what it is and what the latest report has to say about the economy (and therefore your life). The post The Beige Book, Explained and Takeaways for Retirement Planning appeared first on...
The first thing you need to do to gain financial control, is build emergency savings. Find out why and how much you need to have. The post Your Retirement Emergency Fund: Why Emergency Savings Are the...
Do it for your future self seems like an odd mantra. However, it will help you get the life you want. Find out why and how to do it. The post Do It for Your Future Self: How to Make Smart Choices Toda...
Your Social Security benefits might be at risk… and it could cost you $16,500 in benefits EVERY YEAR! Learn more on this special edition of Retirement Solutions Radio, “Your Social&hellip...
Are you planning to retire in the next five years? Don’t miss the latest episode of Retirement Solutions Radio, where Ryan Thacker reveals the five essential boxes you must check…...
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on hobby losses, I bonds and Medicare premiums....
Regulators under President Trump are taking a neutral position on crypto, retreating from the Biden administration’s more cautionary stance....
I've made as much as $30,000 a year taking physician surveys. Here's how I do it and why it could be such a valuable experience for you. The post Physician Surveys Step by Step (And Why Making $30,000...
In this post, I present you with two thought exercises. The first helps me get off the hedonic treadmill that I seem to be addicted to. The second helps me live bigger which I also struggle with. Exer...
The labor market added 139,000 jobs and the unemployment rate held steady. But, there are signs, especially a drop in the labor force, that a slowdown may be under way....
The Wanderer retired from his engineering job at a major Silicon Valley semiconductor company at the age of 33. He ... Read more...
Should I continue contributing to my 401(k) or treat myself now?...
Small changes might feel pointless at first. A few bucks saved on groceries or a slightly lower utility bill doesn’t seem like it’ll move the needle. But stack enough of those shifts, and ...
Retiring at 65, and I have some questions about when to retire and when to apply for Social Security. The Facts are: I turn 65 on a Saturday. My employer's pay period ends the next day. I am thinking ...
Tuesday, May 27 - Monday, June 02, 2025 Most Commented score comments title & link 64 202 comments Retired at 63; financial advisor wants a big stake in alt investments 34 62 comments The Final Pu...
My wife and I are both 66 1/2, and have been on Medicare since we turned 65. For the first time, my wife encountered a physician who does not accept Medicare. What we didn't know is that part B supple...
I have tried to post previously, but my posts haven’t gotten approved. I’m not sure if the content of this one will be allowed. However, what I am looking for is specific input from single...
Two jobs are linked to a lower Alzheimer's risk. Even if you do a different kind of work or are retired, these jobs show how to keep your mind sharp....
Direct indexing provides a more efficient approach to investing that can boost after-tax returns, but is it right for you?...
Protecting your retirement savings is a shared responsibility between you, your employer and your retirement service provider....
Contextual guardrails allow financial advisors to put potential losses into tangible and manageable perspective for clients....
$4.8 billion. That’s how much was paid in medical malpractice settlements in 2023. If there’s one thing you can say ... Read more...
Some people love repetition and structure. They like knowing what their day looks like, what their tasks are, and what needs to get done. It’s not boring to them, it’s a routine. And in th...
When Fritz and I agreed to this experiment, we had no idea what to expect. Who knew my sparkle bomb of an idea (sharing my own thoughts on retirement on […] The post Retirement – My Journ...
This is how embracing the 'letting others be' and 'learning to surrender' mindsets can improve your relationship with money....
Answering reader questions about finances and family members, including what to do when you are supporting your parents financially, how the gift tax works when your parents are giving you an early in...
I'm retiring on September 30, 2025. If I select September as the month of election, my income for that month will exceed the $1950 limit resulting in no payment due in October. Since I won't have any ...
Today we answer a question from Sandi about how much umbrella insurance coverage you really need — especially as you approach retirement. We discuss why someone might choose a $2 million policy,...
Alternative investments are gaining ground, yet retirement investors must carefully weigh risk, liquidity and portfolio fit....
Episode 473: More good economic news you’re not hearing about in the media- 25Q1 S&P 500 earnings likely 13%; Atlanta Fed forecasting 25Q2 GDP growth of 4.6%; all that and more. Sign up for ...
Author Allison McCune Davis shares her insights on why turning 60 can be a powerful new beginning....
These countries may be the perfect places for LBGTQ+ retirees to spend their golden years....
Trump would freeze spending for many services for older adults, deeply cut others, slash staffing for key programs, and abolish an office that manages many initiatives....
Healthcare costs hit hard, and not just in emergencies. One prescription, one test, one office visit too many, and the numbers start getting ugly. It’s no wonder so many people feel like staying...
With enough time and consistency, even an average income can lead to a wealthy retirement....
Estate planning attorney notes how emojis are crossing over from casual conversation to litigation. What was once dismissed as 'just an emoji' is now carefully scrutinized....
The idea that you'll never have to move again may sound tempting, but how about the costs? A financial planner explores the pros and cons of this style of retirement living....
Unchecked health care costs in retirement could blow a hole in your savings. Here’s how to avoid that....
Here are free tools to add an advance directive for dementia to your estate plan. These directives detail your preferred medical care for each stage of dementia....
I’ve been focused on building passive income since 1999, back when I had to be in the office by 5:30 a.m. and worked past 7 p.m. often. Weekends were another eight hours or so. I knew I couldn&r...
The U.S. is notoriously limited in its healthcare spending, specifically for primary care. In 2022 alone, primary care accounted for ... Read more...
People are increasingly worried about their financial future, amid policy chaos and a slowing labor market. Things could get worse....
The days when tipping was a simple way to say thanks are long gone. What used to be optional is now built into everything. Screens flash tip prompts before the transaction even finishes. And somehow, ...
? Show Notes In this episode, we explore the joys and motivations behind traveling in retirement. Join us as we discuss why travel is a common goal for retirees, featuring insights from Andrew Motiwal...
Retirement planning isn’t about chasing numbers, it’s about building a life with intention. The Sequoia System helps you get clear on what matters most, organize your finances around that ...
As we have indicated many times in prior posts, the future isn’t going to happen as you (or your financial advisor) assume, and your spending goals and actual spending are likely to change over ...