Curated articles and podcasts from trusted financial experts and real retirees.
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Nervous about investing in a 529 plan? If college doesn't pan out, the money can now be rolled over into a Roth IRA, which will grow tax-free until retirement....
The Social Security Fairness Act's big changes and new opportunities could require adjustments in tax strategy for some Social Security recipients....
Lower your dementia risk with this one hack....
Reintroduced legislation accompanies another bill requiring the SSA to mail statements…...
The latest news from Pontera, OneDigital, SageView, and Edelman Financial Engines...
Q&A with Inspira Financial’s Pete Welsh and Jeff Thoms...
The new annuity solution draws on the performance of underlying Dimensional ETFs...
Thirty-eight percent of parents providing financial support to their adult children say it…...
A Delaware Court in CES 2007 Trust just upheld the protections of a self- settled asset protection trust making this an important technique to protect your wealth....
On this episode of \"Tax Breaks”, Kelly Phillips Erb talks retirement. She dives into retirement planning, highlighted by Forbes' list of the Best Places To Retire and considerations for Social ...
President Trump’s executive order aimed at lowering the prices of prescription drugs in the US is unlikely to reduce them very much at all....
During the recent stock market correction, I decided to buy the dip. But this time, I didn’t just buy my usual dip-buying amount of $25,000 to $100,000. I went much bigger. All told, I spent ove...
There’s no honor in financial martyrdom I recently took a four-day trip over spring break. I’m a woman of a ... Read more...
Misinformation about a Social Security login update sparked panic. Here’s what’s true, what’s not, and how to safely access your account without losing benefits....
Unlike tariffs, taxes are an area where investors do have control to improve their financial lives....
I'm not even an attending yet, but we've saved up close to $1 million. How did we do it? It all started with some free food. The post From Free Resident Meals to $750,000: Unleashing the Power of Beha...
FROM THE ARTICLE: AARP Backs Effort to Improve SSA's Assistance for Identity Fraud Victims. Congressional bill calls for streamlining help for older adults whose Social Security numbers have been stol...
Reintroduced legislation accompanies another bill requiring the SSA to mail statements…...
The stop comes as the department considers rescinding the rule following legal challenges...
Public sector workers say they need help with overall retirement readiness and understanding…...
Discover how 401GO’s Stan Smith is unlocking SMB 401(k) market growth with tech-driven…...
Social Security will send payments if you live overseas, but there can be some complications....
In this episode, we shine the light on common estate planning mistakes that can derail even the best intentions. We discuss the risks of failing to update beneficiary designations and why relying sole...
My wife is a retired teacher since 2014. The school system does not pay into Social Security. She retired 10 years ago and has been paying her Medicare premium through bank withdrawals. Now, 10 years ...
Forget about spending four years in college just to end up broke and burned out. The truth is, a solid two-year degree can get you trained, hired, and earning real money faster than most traditional p...
The Social Security program was designed to support lower-income retirees more by replacing a larger share of their past earnings than higher earners receive. But the subsidies that encourage workers ...
With a Social Security shortfall looming and many workers struggling to save for retirement, most Americans agree: It's time for the government to step in....
An estate plan that covers everything from guardianship to digital assets and taxes — and is discussed openly — will give you and your family peace of mind....
Before I retired from finance in 2012, I struggled with chronic back pain, sciatica, and TMJ. The stress was so overwhelming, I even paid a dentist $700 to drill divots into several teeth just so I co...
A little-known feature of RMD tax withholdings could help minimize a client's effective tax burden. Not all financial advisors are on board with the strategy....
Saving for retirement is typically challenging enough when you’re doing it on your own, but what happens when your partner isn’t on the same page? Maybe they think saving for retirement ca...
Should they stay or should they go? More than half of homeowners have a mortgage rate sweet spot to make a move....
With almost 21 million empty nest homes across the country, a real estate opportunity could be in the works....
A quiet housing evolution is taking place in backyards across the U.S., as new zoning laws and permitting process make it easier to build accessory dwelling units, also known as ADUs....
Enrollment in colleges and other types of postsecondary education has bounced back to levels last seen in 2019 led by surging interest in certificate programs....
The numbers fromEmpower Personal Dashboard™from January 2020 through March 2025 suggest a pattern of , with consumers allocating dollars toward convenience, wellness, and personal enrichment, ev...
I have a small pension from a car manufacturer I worked for 20 years ago . I have been receiving payments for the last few months and have just realised as my tax return comes around that I have had n...
I (60M) am getting close to retirement. The years are slipping by more quickly now. I like working - adding value and being mentally challenged. I don’t see myself fully retiring and am thinking...
If you’re a physician in training or just starting your career, there’s a good chance you’ve heard about Public Service ... Read more...
Last summer, I suffered serious injuries as a result of a long fall while climbing in the Tetons. Here's who I needed to count on afterward. The post The Importance of Real Partners appeared first on ...
New Jersey Seniors & Homeowners check out these important property tax relief programs for 2024! Apply by: Oct 31, 2025 ?ANCHOR Program ✅Homeowners earning up to $250K: $1,500 or $1,000 bene...
Historically, the best way to weather a volatile environment is to avoid making short-term moves that can backfire....
As you may have surmised from the accompanying image, I spent some quality time with the toilet over the weekend. Earlier this year, I heard the toilet tank refill on ... Read more The post The Rental...
For investors with a long-term mindset, managing volatility could offer more than just defense....
Money is on the move – and Americans are standing at the precipice of big financial choices ahead. On America’s financial scorecard, people rate their happiness with their overall personal...
Americans are getting more comfortable with AI, but research shows they prefer human-AI collaboration — insight businesses can use as they integrate AI at work....
One generation is nearing retirement, while one is already there. How they approach this important life transition is very different....
Episode 470: Want to become more successful? Read Jack Spirko’s new book Laws of Life. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ -----------...
I’ve been an investor in the stock market for 50 years. Here’s the one thing that will determine whether the market makes you wealthy or leaves you bleeding on the side of the road: What y...
Congress has just proposed a $15 million permanent exemption for gift, estate and GST taxation. What does that mean to your planning now?...