Curated articles and podcasts from trusted financial experts and real retirees.
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By making the unconscious or subconscious conscious, now you’re empowered to do something about it. Financial planning is powerless to remedy an unknown illness....
Trump and DOGE are weighing a U.S. "Gold Card" that would let the wealthy emigrate to the U.S. for a fee. But golden visas have been around for years worldwide. Here's how they work....
Quit worrying about money and enjoy a carefree retirement. Sounds good, right? Well, if you follow these nine steps from a financial adviser, you could be on your way to that goal....
The clock is ticking on the estate and gift tax provisions in the Tax Cuts and Jobs Act, so the sooner you act on removing assets from your estate, the better....
“You’re only renting because you don’t have kids.” “Your lifestyle doesn’t work for families.” “You’ll change your tune when you have a baby.&rdqu...
Here's another edition of the WCI Travel Club, where readers can write about their worldly adventures and what they learned from them. The post WCI Travel Club: Memorable Trips to Chile, Lake Powell, ...
Current have 300k in a 401, part Roth, part regular, and a small amount in an IRA. I'll be retiring in 18 months at 67. Should I keep the money in the 401 when I retire, move it to the IRA, or do some...
We retired in 2016, I wanted to retire and my better half (wife) had to. I find it impossible to accept that this was 9 years ago. We are doing fine after a few bumps along the way. The time flew by a...
Hello all. I've just retired, and while I'm glad I have, I stopped working with only vague ideas about what I would do with myself from now on. I chose to retire to get away from work - no more long c...
As an oncology RN, I see how much kids do to help their parents as they age. I also see how much my sister has done for my mother. Kids are no guarantee, but they can be a great source of support and ...
In our last post, we tried to encourage retirees afraid of (or behaviorally resistant to) spending their wealth to consider increasing their spending whenever their Funded Status exceeded a specific t...
Understand how wash sales affect RSU vesting with real 2025 Meta examples. Learn when losses are disallowed, how cost basis adjustments work, and what to watch for with monthly vests....
I will retire with company stocks (RSU’s and ESPP shares) that will have been released / purchased quarterly over my final year working there, the 2025 year. I don’t want to sell any of th...
As I sit at my computer, eating a plate of pasta with artichokes, I’m contemplating what special dish to prepare ... Read more...
Though marriage equality and laws blocking employment discrimination are in effect across the land, some cities and states are havens for the LGBTQ community....
Older adults can access special discounts on a variety of travel deals, including hotel stays, airfare, car rentals, cruises, attractions, and entertainment....
Poor tax planning can drain your retirement of tens or even hundreds of thousands. Stop the bleeding with a laser focus on tax efficiency....
A financial professional recommends thinking in terms of three financial stages — active years, slower-paced years and later years — assigning each one a unique bucket of investments....
My economic and market outlook: We will avoid a recession, inflation will further moderate, and the USA will win the trade war. Relax! The FIRE movement will be just fine. The post Market Musings: Rec...
To read this story on KSL.com, click here. “If you don’t have a pension, you could face one of the biggest risks in retirement today,” warns financial advisor Ryan Thacker.…...
FROM ARTICLE: Bank bailouts. Ponzi schemes. Plunging financial markets. Given today’s dire headlines, planning a secure retirement has become a more critical task than ever. Now, for Americans s...
Before you buy an investment property, you should run a few numbers to make sure it will be a profitable investment. Here's what to know. The post 5 Rules for Evaluating a Rental Property Investment a...
The cost of caregiving is huge and someone must do the work. It is crucial to consider who will provide it, the dollar value of this, and to ensure caregiver compensation...
What if you could turn your biggest retirement expense into your greatest savings opportunity? In this episode, Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions sit down with Brandon Olson,&h...
What does it truly mean to leave a legacy? How do you tie together money, values, and memories into something lasting? Join Ryan and Tyson Thacker, the Retirement Brothers from…...
Why are taxes one of the biggest retirement expenses, and how can you minimize them? Join Ryan and Tyson Thacker for an episode of Retirement Solutions The Podcast as they…...
What’s the main risk that’s hiding in your retirement plan? Chances are, it’s lurking in plain sight and could jeopardize your financial future. How can you avoid it? In this…...
A four-year degree used to sound like the only path to a good job. What they didn’t mention was the student debt with no guarantees, the wasted time, and the jobs that barely cover rent. Turns o...
59 to 68 million Americans are in the sandwich generation. Get 8 powerful tips for managing this stressful time of life. The post Resilient, Responsible, and Right in the Middle: A Mother’s Day ...
Conventional "wisdom" is often flawed. Try these 15 financial suggestions for more wealth and financial peace of mind. The post Uncommon Sense: 15 Financial Suggestions That Are Smarter than the Conve...
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on qualified charitable distributions (QCDs)....
Your retirement planning needs a longevity check, according to a new study. Here's what you can do....
You’ll feel better if you address a top source of stress for pre-retirees and retirees—worry about your finances....
The Best Places to Retire List identifies the top retirement spots in America. These destinations are based on quality of life and affordability, including housing costs and state taxes....
Forbes editors use lots of metrics to pick the 25 top retirement places. This couple used a 64-foot-long boat and landed at one of our picks: The Villages, in Florida....
Let me tell you a secret about Mother’s Day. It’s not real. It’s a made-up holiday invented by marketers — ... Read more...
I love my job and I love my wife. Can't I have both?...
If you're among the 2% of the population with both a pension and $1 million or more saved, you're in a unique yet complex position as you approach retirement....
If you continue on your current course will you die with much more money than you had the day you retired? What I mean is, will you have more $ (American centric question, but Euro and other residents...
This data comes from my iPhone and Apple Watch. I had a very strict schedule (manager) when I was working so I had to be at work between 7:30 and 8:00. Once I retired after 60+ I continued to track my...
So I was married for 25 years, 15 of those years I was the care giver and really didn’t work. I am now divorced for 2 years. I’m 1.5 years away from collecting full SS payments, my ex made...
Volunteering in retirement is appealing. More than ever, workers over 50 are seeking a second chance at purposeful work. Get tips here! The post Volunteering in Retirement: 6 Tips for Making an Impact...
If you are filing for your Social Security Retirement BEFORE your Full Retirement age, PLEASE keep in mind there is an Earnings Limit on how much you can make and not have some of your benefits clawed...
This week, we continue our Process Over Panic theme by focusing on how to take back control in uncertain times. Learn how to shift your energy toward what you can control—and let go of what you ...
With so much talk about the future of PSLF, many young physicians who are counting on loan forgiveness are nervous. Here's what you can do. The post The Case for Ending PSLF — And What You Shoul...
With barely months to go before I achieve 35 years with my current employer, I’ve made the decision to call it time. I’m a 61M in Australia working in program management. It’s been a...
Steve Chen and Sam Dogen explore the power of compounding, the value of real estate in wealth-building, risk tolerance, and money mindset. The post Podcast 94: Millionaire Milestones – Building ...
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence. The post Podcast 93: Five Years Later – White Coat Wisdo...
You’ve probably come across people who act like financial experts, until they say something that instantly gives them away. It doesn’t take much. One comment about taxes, cars, or credit c...
Answering reader questions about tax-loss harvesting, tax implications for changing your 529 beneficiary, gift tax rules, tax withholdings, and the home office deduction. The post Get Your Tax Bill Do...