Curated articles and podcasts from trusted financial experts and real retirees.
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You might've heard the phrase, "Shirt sleeves to shirt sleeves in three generations," and the statistics back this up. What should be done? The post Generational Wealth vs. Enough appeared first on Th...
The One Big Beautiful Bill Act was passed in the House and is now in the hands of the Senate. If passed, it would include big changes to Medicare. Here's what to know....
If market turmoil has you worried about your retirement accounts, but getting professional help sounds too expensive, I recommend that you try to look at cost vs value....
Real estate investing professional explains the tax advantages and efficiencies of investing in car wash real estate....
Hey everyone! I hope you had a good Memorial Day Weekend. I heard on NPR it was one of the busiest travel days ever. We didn’t do much, though. We ... Read more The post Get Ready for Summer 202...
In our 2025 Readers' Choice Awards survey, readers evaluated financial providers. Find out which annuity providers came out on top....
Carl note: I offhandedly mentioned in a recent post that I had invested in SpaceX. I’m a super nerd and SpaceX sings to my engineer mind. Catching the largest flying thing ever made from a trip ...
In this special episode, we catch up on a backlog of insightful listener questions—covering everything from estate planning and Social Security taxation to Roth conversions and Medicare rules. I...
The bills they don’t see coming cause retirees the most angst. Here's what to look out for....
Research on superagers is helping everyone age better. Here's how some superagers stay sharp and how you can join a superager study....
It was at a gas station in the non-pristine parts of town where I went on a rage-buying spree. The ... Read more...
Most people wait until late in the year to plan their charitable gifts. That traditional approach often leaves a lot of money and other benefits on the table....
When you retire in New Zealand, you get gorgeous wilderness and a warm culture. The Kiwi pace can work wonders for American expats who embrace a new lifestyle....
Learn how strong risk capacity, fortified by smart debt management, can protect your retirement savings from market turbulence....
Potential plaintiffs can sniff out money like bloodhounds, and when they catch the scent, watch out. Fight back with advance asset protection planning....
I've built a business, weathered financial storms and learned that adulting includes understanding my finances. Here's how I wish I had been more financially responsible earlier....
Let’s journey back in time and discover how an old-timey car company turned people against pensions and ushered in the era of 401(k)s. The post How a Popular Car Company Screwed Over Its Workers...
If you are looking for an encore job, these employers understand the value of an experienced workforce....
If it were possible to physically suffer from the financial noise floating around about markets, investments, and “smart” money moves, ... Read more...
Higher interest rates follow from President Donald Trump’s economic policies. Economic uncertainty, global tariffs and tax-cut fueled deficits are the main culprits....
You don’t have to be Warren Buffett to learn like him. What you need is the discipline to cut the habits that quietly drain your time, money, and energy. Buffett didn’t build billions on f...
There's no crystal ball for retirement planning, but the closest thing could be to consider the key risks you'll face in retirement and build a plan around them....
A chief wealth strategist makes some suggestions about how to better position yourself financially while coping with economic uncertainty....
My husband is retiring at the end of June at the age of 60. I’ll be following next February when I turn 60. I would really like to get him a gift to celebrate this milestone, especially since I ...
I'm 60 and work on a contract basis so I have some flexibility in when to retire and how much work to take on each year. I've been modeling the pessimistic scenarios to see if this year is the one and...
Every white coat investor needs to understand the basics of mutual funds. They are, and should be, the mainstay of investing. The post What’s the Difference Between Mutual Funds, Index Funds, an...
Spending money is an American pastime. With a national saving rate hovering around 5%, it's clear we collectively love to spend. And honestly, being able to enjoy our wealth is a beautiful thing. It&r...
There is a lot of buzz around "financial wellness." But unlike many fads, financial wellness is definitely a worthwhile pursuit. The post What is Financial Wellness? (It Isn’t Just About Money, ...
FROM THE ARTICLE: Social Security Drops 3-Day Hold on Benefit Claims by Phone. Application backlog grew as SSA added ID procedures, cut staff. By Andy Markowitz, AARP. Published May 23, 2025. A month ...
The swelling budget deficit makes future tax increases likely, our columnist says, even if taxes are going down now. Hedge your bets with a concept from investing — diversification....
The second law of thermodynamics inspires this retirement rule, because “You do not rise to the level of your goals. You fall to the level of your systems.”...
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on gifts, the estate tax and stepped-up basis upon death....
Create a state-specific, attorney-approved will or living trust — at no cost and in less than one hour — with Fifth Third Bank....
How retirees can use reverse mortgages or HELOCs to unlock tax-free income, preserve portfolios, and boost financial flexibility in uncertain markets....
Everyone wants six figures, until they see what it takes. Many glamorize tech, finance, and medical careers, but there’s a whole world of $100k jobs that are messy, dangerous, physically demandi...
In addition to traditional holdings, employees want retirement plans that offer options for converting savings into guaranteed monthly income that never runs out....
This financial planner unpacks why Roth conversions can save you big-time on taxes if you're a retiree with a pension....
Collaboration with Wayne-Sanderson Farms creates Group of Plans retirement program tailored…...
Retirees are also underestimating the amount needed for healthcare services, reports…...
Collaboration with Wayne-Sanderson Farms creates Group of Plans retirement program tailored…...
The program will also work as a complementary add-on to the firm’s Schwab Advisor Services platform...
Two bills supported by both ICI and IRI among two dozen being considered by House Financial…...
The Auto Reenroll Act would allow plan sponsors to reenroll non-participants into their…...
PensionBee's analysis looked at how delays in rollovers could ultimately impact savings...
The new savings accounts, likened to a “401(k) for kids,” are included in the bill passed…...
Discover 10 of the best places to retire in Florida based on the retiree population, housing, cost of living and healthcare, and amenities....
As costs for smartphone shoppers have fallen, the economy could complicate if the deals last....
The potential for tax-free growth makes Roth IRAs an attractive option for younger savers who have decades to maximize investments....
Americans are pumping the brakes on gas spending—driven by economic caution, evolving lifestyles, and emerging technologies....
If your 401(k) balance is lagging behind where it should be, you may feel discouraged or even a little panicked. But the truth is, we believe there’s still time to course-correct – if you ...