Curated articles and podcasts from trusted financial experts and real retirees.
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Hi everyone, A long time lurker. I’m 59, set to inherit 50% of a house valued at $900,000. My sister, who is estranged will be getting the other half. Our mother died about four months ago. I wa...
Hey everyone! Are you getting nervous about the stock market like me? I’ve been getting more worried recently. The stock market keeps climbing while regular people struggle to pay the ... Read m...
What if the real financial risk isn’t running out of money, but running out of time to use it well? In this episode, listen as James and Ari unpack a $14 million case study with concentrated inh...
Today, I’m speaking with Edward McQuarrie. Ed is the Professor Emeritus at Santa Clara University, where he taught in the marketing department for more than three decades before retiring in 2016...
I've been telling people to live like a resident since at least 2011. But I do get pushback on it. Let me explain what it really means. The post Who Doesn’t Have to Live Like a Resident? appeare...
The most dangerous word in medicine isn’t malpractice, nor is it burnout. It’s autopilot. Thousands of physicians spend decades in ... Read more...
We asked financial experts for advice....
To help ensure you reach your savings goals and enjoy financial security in your golden years, be aware of these common pitfalls. The key is to be proactive, informed and flexible....
Many employer-sponsored plans offer limited investment options, which can stunt growth. But participants considering alternatives might need some sound advice to get the most from their accounts....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySavannah HankardTo read on CBS2 News, Click Here NAMPA, Idaho — Glen Rimbey, affectionately known...
Stock market swings. Uncertainty with Social Security and Medicare. New tax rules. The skyrocketing cost of healthcare. None of these things are small issues – and they’re reshaping how we...
To read this story on KSL.com, click here. The final three months of this year is a critical window of opportunity that could significantly reduce the total amount of taxes…...
So you’ve read my post on the growing importance of Identity Diversification and now you’re wondering what it actually takes to prove your ethnicity and heritage. Doing so can help you bet...
Young country club members expect more from their fees than access to a golf course. From teen rec rooms to red-light therapy, this is how clubs are upgrading....
Discover how auto features in 401(k)s improve outcomes and reduce costs, according to Principal's Marc Howell and Felix Okwaning....
What if the common advice to wait until age 70 for Social Security isn’t always the best move? Could claiming earlier actually give youmorefreedom and peace of mind in retirement? In this episod...
Last year’s flu season was long, brutal, and ultimately tragic. By the time infections had subsided in May, as many ... Read more...
Whether traveling within the U.S. or internationally, retirees can find a perfect blend of relaxation and excitement in these destinations, all while staying within budget....
Conventional wisdom dictates that you save in a 401(k) now and pay taxes later, but turning that rule on its head could leave you far better off. A financial planner explains why....
In some ways, renting is cheaper, more flexible and easier, but unless you understand the implications for your taxes and health costs, it might not be for you....
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I am retiring at 62, and my last day is December 31 of this year. I made my announcement a couple of weeks ago and as it is now, I am kind of checked out. I have a lot of things to finish, but I feel ...
Let's outline the US tax implications, key filing requirements, and relevant legal authorities that apply when you receive a foreign gift. The post What Doctors Need to Know About Receiving Gifts from...
For a number of reasons, my Partner and I do not qualify for a Health Savings Account (HSA). So, I decided to tun one of our Roth IRA Account’s into an HSA. Inside the Roth IRA/ HAS I only inves...
Using a Health Savings Account can be tax efficient way to pay for Medicare. Your CFP can help you get set up to use tax-free income to pay your Medicare premiums....
Spending changes for your household between when kids were in high school and retirement Assuming your spending actually went down, and you had kids, what level of decline did you see in household spe...
A little over three months ago I posted that my wife and I are retiring starting January 1, 2026. I'm 60 and she's 56. The days keep getting shorter. My wife loves her workplace and her job. She told ...
I think the my learning curve in my 60s has been the steepest of any decade I can remember! So many new firsts. I’ve navigated selling a business, the death of my husband, learned to travel solo...
The drug coverage provided by Medicare Part D is a key part of a retiree’s health insurance, and there are many options to choose from for those who have standalone Part D plans. Since these pla...
How to Make $5,000 Fast: 10 Uncommon (But Real) Ways...
It’s been several months since we returned from Hawaii, and surprisingly, my FOMO about the AI tech boom has faded. Sure, I still don’t have a job paying me gobs of money as AI CapEx surge...
Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future....
Soaring gold prices and a new IRS CEO were in the news this week — but why? How much do you know about the week's financial stories?...
You need a plan for dealing with long term care costs. Luckily there are some great alternatives to long term care insurance. The post 11 Alternatives to Long-Term Care Insurance appeared first on Bol...
Here are 15 ways today's retirees say they would have planned differently, and what you can do to avoid these retirement regrets. The post Retirement Regrets: Top 15 Things Retirees Wish They Had Done...
Ready to set sail on your dream cruise? Here’s a no-fuss packing list tailored for older travelers to keep your trip stress-free....
Apply to be a WCI Champion today, and you could make a difference of millions of dollars to your classmates. The post The WCI Champions Program appeared first on The White Coat Investor - Investing &a...
Article Link: https://www.bitchesgetriches.com/fdic-insured/ Today we’re going to talk about a government agency you’ve probably never thought about much before: the ... Read more...
CFP® Beth Pinsker shares lessons on caring for parents—covering wills, POAs, caregiving costs, and planning with compassion and clarity. The post Podcast 101: Caring for Parents, Planning fo...
If you’re retired and filing taxes, these five tax credits and deductions could provide thousands in relief (if you qualify)....
Your will is the backbone of a strong, adaptable estate plan that ensures what you leave behind goes to your selected beneficiaries. Without a will, state laws determine who gets your assets....
Missing out on the benefits of the employer match and compounding growth could force you to work longer and lower your standard of living in retirement. Here are some alternative options....
If you’re 50 or older and planning to make catch-up contributions to your 401(k), big changes are on the way – especially if you’re a higher-income earner. The IRS recently issued fi...
Getting rewarded by the market for the risks you take can be life-changing, but a diversified portfolio is more reliable. Learn the Nuts and Bolts I put everything I use to manage my money in a book. ...
Answering listener questions about asset location, TIPs (when and if you should use them), and whether it is too risky to have a 100% stock portfolio. The post Building a Balanced Portfolio with Asset...
Are you smarter than…everyone else? Test your retirement smarts with this quiz....
It’s been a few weeks since my last post. I think I’m starting to get into a nice cadence that I’m enjoying a little more. I still really love writing for Route to Retire, but after ...
Andrew Motiwalla explains how to prepare for long-term travel and how to incorporate travel into your retirement plan....
Many retirees think they have a plan when what they really have is an investment pitch dressed up as planning. This episode uncovers why that illusion is dangerous, the costly mistakes it hides, and h...
Updated for 2025: New OBBBA rules now allow 529 funds to cover physician licensing exams, board certifications, and CME expenses. ... Read more...