Curated articles and podcasts from trusted financial experts and real retirees.
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I haven’t been paying attention to this blog much because I’ve had a lot going on. Summer is almost here and we’ve already had loads of visitors come through town. One of the great t...
It is not too late! Meet the Thompsons (retired now) and see how they started saving for retirement at 55. Plus, seven steps to get you to retirement in your early sixties (or before)! The post Real L...
Worried you aren't doing everything you should be to manage your money. Financial planning is hard. Learn why and how to overcome the difficulties. The post Challenges of Financial Planning: 8 Reasons...
A new Morningstar study found that long-term care costs can dramatically impact retirement plans, with 41% of households projected to run out of money when such expenses are incurred....
The Medicare coverage you choose determines how much money you pay out of pocket for medical care during retirement....
While the full House and Senate have yet to vote, you can still compare the MAGA Account with the Child IRA to see which might be better for your child or grandchild....
Nearly half of older adults suffer from chronic back pain. Learn what causes it, how Medicare helps, and which treatments are covered....
What can the volatility index tell you about the future of the stock market and your own financial security? The post What is the Volatility Index? What Does it Say About the Economy in 2025 and Futur...
Fewer people are claiming Social Security benefits at age 62. Several factors, including the elimination of the earnings test, have contributed to people deciding to work longer and claim benefits lat...
I am 61 years old, single man and likely not going to find a partner to take care of me or double my income with. Looking at my timeline, I can’t collect SS before 67 (full retirement) due to th...
The bipartisan Helping Young Americans Save for Retirement Act would lower the minimum age for participants in workplace retirement plans from 21 to 18....
My experience with my father's long-term care insurance company has not been an easy one. But I've learned quite a few lessons. The post Financial Lessons from My Family’s Experience with Long-T...
I hope someone on here has an answer to my question. I have searched the internet for days and have not found the answer. I plan on drawing my social security mid year (Beginning July, 2025), and my q...
Nick Maggiulli Of Dollars And Data focuses on personal finance using data analysis. Nick Maggiulli is the Chief Operating Officer ... Read more...
The Trump Administration’s flouting of the U.S. Constitution brings to mind Benjamin Franklin’s often quoted statement that “[o]ur new Constitution is now established, and has an app...
Retired with millions—but full of regret? In this episode of Root Talks, James and Ari share the real stories no one talks about: wealthy retirees who did everything “right” financia...
Jeffrey and Cindy came to me with $3 million saved and one big question: How much can we actually spend in retirement? In this video, we walk through a retirement planning scenario—looking at sp...
The SSA has released a new format for your Social Security statement and logging on to see it requires a new account. The post Your Social Security Statement Has a New Design and Better Information: B...
Not all the Trump promises to cut tax on tips, overtime and Social Security made it into the proposed tax bill—and those provisions that did make it in are temporary....
Low-income workers who leave their jobs or reduce their hours to care for loved ones risk losing their own Medicaid benefits....
Hi, My name is Andre. I’m a semi-retired, ex-tech worker, who spends his time arguing with people on the internet about wash sales. Someone told me I was wrong......
The Rule of 240 Paychecks can help you plan for a lifetime of withdrawals. Because, like any good boss, you need to pay yourself wisely....
This estate planning attorney explains why proper asset titling and beneficiary designations make a big difference when it's time to transfer your wealth....
We are turning the tables, and Dr. Jim Dahle is being interviewed by our friend of WCI, Dr. Tyler Scott. Tyler asks Jim about his views on money growing up, lessons he has learned along the way, and h...
This summer, my family of five will be visitingEngland and Scotland. International travel became my top priority after my high school Latin class went to Italy in 1993. That trip inspired: A 60-day Eu...
I'm bullish on real estate. Yet I recently sold another rental property. This type of incongruence between thought and action can feel unsettling and even counterproductive to wealth creation. But it ...
401(k) plans have gotten an upgrade over the years. Here's a look at what your plan may offer....
Retirement is a challenging transition. This article describes four pillars to enable you to be strong, make good decisions, and to enjoy the process....
If you're planning to retire in 2025, and you have questions or some concerns with the current economic environment . . . you may want to listen in on our conversation as we discuss different aspects ...
Most of us expect retirement to feel like a curtain call. Like a clean break after decades of weekends on ... Read more...
Exploring how to transition from an achievement-based career to a fulfilling retirement lifestyle with author Elizabeth Zelinka Parsons....
Learn how your retirement funds could be impacted by a bank failure....
Order Glocks on telegram message @Teddymills, Where to buy a Glock in | Australia, Order Glocks with no FFL in Australia, | Perth, Where to order Glock 19 ,k9 an more in Australia, | Darwin...
Are you retiring and thinking of moving to be near the younger generations? Here's why you may want to think again....
The Social Security trust fund will be insolvent in 2033 and by 2035 will have to reduce benefits by 17%. Here is now much more you need to save to cover the potential shortfall....
It's amazing all of the different ways people can screw up tax-loss harvesting. Let's outline a few mistakes to help others avoid them. The post 13 Ways to Screw Up Tax-Loss Harvesting appeared first ...
Big changes are afoot at federal agencies. Make these moves to protect yourself financially....
A financial professional highlights areas of tax planning that retirees should have on their radar as they finalize their retirement plan....
Getting old isn’t nearly as bad as many people think it will be. Nor is it quite as good. Maybe it’s somewhere in between....
Should you hold equities? Fixed income? An annuity? Or all three? Financial advisors debate the options in today’s “tariffied” environment. The post How to allocate a RRIF for secure...
A new study from the Center for Retirement Research found that older remote workers are working longer than their in-office counterparts. Financial advisors say the trend offers plenty of benefits, bu...
About 5 years ago, when I started doing a relative's tax return, he was always prompting me to make a quarterly tax payment. Since he had to take RMDs and since he did not need the income from the RMD...
I'm sure I'm missing something obvious about social security full retirement age but I'm confused. My FRA will be 67. I understand that if I start taking SS earlier than that, there is a penalty. I al...
John in Boston is in the 32% tax bracket. Should he do Roth conversions? Flight Deck Dad and Irish Girl in Pensacola have a lot of tax-free pension income. Should they do Roth conversions? Bert and Er...
Whether you're more Golden Girls or Felix Unger, renting out a room in retirement might make financial sense. You might even have fun....
I see lengthy discussions on moving across the country to be close to grandchildren. I am one of those wanting to as well, but I ask myself why. Upto 7 or 8 there is very close relationship with them....
My wife and I are looking to move to a Latin American country (Mexico, Costa Rica, or Panama) and I'd like to know if anyone has recommendations on legal services that can help with the process of app...
It’s a super-sized episode today—and for good reason. We spend the bulk of the show in a deep, insightful conversation with Dr. Meir Statman, a leading voice in behavioral finance. I also ...
With inflation and volatility, how careful should I be?...
Now that Little Matchstick is more than a year old, other parents and our family members have started asking, “are you putting him in daycare?” When it comes to raising kids, everyone and ...