Curated articles and podcasts from trusted financial experts and real retirees.
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Saving and planning for retirement can be stressful and challenging. Keep these four points in mind if you are scrolling through TikTok looking for guidance....
In 1997, Gary Winnick founded Global Crossing, a company with the bold vision of laying undersea fiber-optic cables to build a global IP-based telecommunications network. It was a massive infrastructu...
Sometimes the stock market takes a dive, and you lose some of your money. Here's what you can do about it to make yourself feel better. The post 10 Ways to Console Yourself When Losing Money in the Ma...
My wife is the legal representative for her mother who recently passed away. SSA took back her monthly benefit by reversing her direct deposit. Although she is due the benefit, SSA says we have to fil...
Your old 401(k) accounts may be slowly bleeding money — because the power of compounding can work against you, too....
Tapping a card is easy, but that ease comes with a price. Hidden fees, overspending, and mental detachment turn into habits fast. Cash doesn’t have that problem, it keeps things sharp. A Lending...
Remarry carefully, because love gets complicated the second time around....
Retiree confidence surged in early 2025, an EBRI survey found. But those positive feelings may not withstand current market conditions....
I have volunteered a lot in my lifetime, and do currently. But none of my volunteer gigs has given me the sense of camaraderie I get at work. Often in my volunteer work I end up either working with di...
Shoreline properties are pricey, but foreign waterside places offer value for retirees....
Getting on the same page now means fewer potential problems when it counts....
Walk into a restaurant, book a hotel, or get a basic checkup, and odds are, there’s a “service fee” waiting. These charges aren’t rare anymore. They’ve become the norm, s...
Owning a home is great until it starts falling apart one little issue at a time. Leaky pipes, mystery drafts, broken appliances, most of it’s preventable if you just stay on top of the basics. T...
Enrolling in Medicare is notoriously complicated and can result in penalties if you get the timing wrong. Here are some valuable tips for first-timers....
As apps that track congressional stock trading become more popular, investors need to take into consideration some caveats....
Now that tax season is over for most of us, it's the perfect time to organize your assets and liabilities to assess your financial wellness....
Answering questions about whether you can have an HSA and FSA at the same time, and we take a deep dive into malpractice insurance with information about lizard tails, veto clauses, and hammer clauses...
Saving and spending is a concern but most workers and retirees think they are on track based on a new survey....
Tax issues still should be an important focus of estate planning. But income and capital gains tax planning should be paramount....
FROM THE ARTICLE: On Social Security’s Front Lines, Customers Seek Service — and Reassurance. At field offices in 3 states, beneficiaries worry that changing rules and staff cuts will make...
Turning 60 doesn’t mean slowing down, it means getting sharper about what stays in your life and what needs to go. At this stage, every dollar should work harder, not just disappear into habits ...
Everyone wants to be rich, but few are willing to pay the price. The private jets and penthouses get the likes, but the sacrifices behind the scenes rarely get talked about. Most people don’t ev...
If you need to solve Social Security problems, online should your first stop....
In this inbox episode, we break down how the Social Security earnings limit works—especially for C corp owners who split income between salary and dividends. Learn what counts toward the limit, ...
Counter-Attack - Chiến Thuật Phản Công trong bóng đá luôn là một chủ đề hấp dẫn và gây tranh c&a...
Folks reach out to Keen Wealth for all sorts of reasons, at all different points in their lives. We talk to young couples just starting out who want to put themselves on a path towards financial secur...
So according to the number thus far in 2025, inflation from regular sources seems under control - but any tariffs applied to foreign good could change that, with the inflationary nature of tariffs. So...
Teaching financial skills early isn’t optional anymore, it’s essential. Kids are surrounded by ads, digital payments, and peer pressure before they even hit middle school. If they don&rsqu...
It may be oh-so tempting to cash out your upscale home and leave work for good. But should you? We ask the experts....
Here are some strategies that can help reduce the effort and stress involved....
Adele's mournful melodies kick off this generation's financial playlist, but with the right plan, Millennials can finish strong....
Most real estate agents, mortgage brokers, and fake gurus push 30-year mortgages because the monthly payment looks easier to handle. But I’ve never bought into that. If you can’t afford th...
Savvy docs consider disability insurance their most important insurance policy. Here are 12 reasons why residency is the best time to buy it. The post Top 12 Reasons to Buy Disability Insurance as a R...
To celebrate the launch of my new book, Millionaire Milestones: Simple Steps To Seven Figures, on May 6, 2025, I thought it’d be fun to explore various millionaire topics leading up to the relea...
Most investors rely heavily on traditional stocks and bonds to build their wealth — and for good reason. These assets ... Read more...
It’s hard to bury your head in the sand when the markets are volatile. Here’s when it makes sense and when it doesn’t....
We are probably a few years from retirement. Depending on health and finances it would be between 2-5 years. I am 60 and my wife will hit 60 in a few months. We have two of our kids live in the area b...
I retired in June 2023, and during the 20 years I was at my last company, I made a best friend with one of my co-workers; we traveled together on many projects, as well as to annual conferences, and a...
It’s easy to say money’s tight, but even easier to waste it without realizing. Little things add up, and before long, thousands are slipping through the cracks for stuff that never really ...
Understanding the allocations in your Roth IRA can help manage volatility and set realistic expectations for long-term returns....
Market volatility is never comfortable, but with the right mindset and a thoughtful plan, you can face downturns not as a victim, but as an opportunist. On this episode of the Financial Symmetry Show,...
? Show Notes In this episode, we dig into fixed annuities and U.S. Treasuries—how they can bring stability and income to your retirement. We’ll also discuss Social Security risks and how t...
If you’re sitting on large investment gains in a brokerage account and wondering whether it’s worth taking the tax hit, this episode is for you. I walk through a clear framework I use with...
One of the things I liked about working was wearing nice outfits. I have a closet with dresses, skirts, and nice tops that I just don’t wear anymore because my partner and I are really casual. I...
Given a host of pressures to keep working, Americans are retiring later in life. Will regulatory and economic forces encourage you to work longer?...
The GOP budget blueprint could slash lifesaving programs for millions of U.S. households....
How can you access the mental health support you need while protecting your career and livelihood as a doctor? Here are some suggestions. The post Seeking Mental Health Support as a Doctor appeared fi...
Downsizing used to sound like a last resort. Now it looks more like a smart financial reset. The big house with extra rooms might be costing more than it’s giving back. A 2023 study found that b...
Retirement can be expensive, especially when you do it alone, surveys show. But there are ways to maximize your retirement savings even when facing your second act without a partner....
I was trying to decide what to focus on in this post because I’ve had several random thoughts spending some quality time in my mind lately. Sometimes my brain just has stuff bouncing all over th...