Curated articles and podcasts from trusted financial experts and real retirees.
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So I'm looking to start ROTH conversions once I retire in 2 years (at 62). I'm hoping to lower overall taxes in my lifetime, eliminate or reduce taxes for my heir (my kid), avoid forced RMD's (and inc...
Despite hype, Social Security taxes remain unchanged. The new law adds a temporary Senior Bonus Deduction, offering limited relief for middle-income seniors....
Retiring early is still one of the smartest moves I’ve made. But even years later, new challenges keep showing up, ones no one really talks about. In my earlier article “The Negative Reali...
Some financial advice just won’t die, no matter how wrong it is. It gets repeated on podcasts, in blog posts, and at family dinners like it’s gospel. In this gallery, you’ll see the ...
A business owner's estate plan should protect the company and its employees as well as the entrepreneur's heirs. These three documents are critical....
Making a decision to move a cognitively impaired elder out of his unsafe home can be difficult. For the person with legal authority for such decisions, it takes courage to act....
The secret to financial success? A written plan! Get valuable 10 insights that could change how you think about your future. The post A Written Plan Leads to More Confidence, Roths Are Underutilized, ...
An interview with disability insurance attorney Ben Glass, who talks about what makes for a strong disability claim, when you might need to get an attorney involved, and what mistakes he has seen docs...
Even if you've hit your magic number for retirement, it's hard to stop worrying about money. Giving it a clear purpose is one way to reduce financial anxiety....
At 90 years old, will you remember that final bonus or the time you didn’t spend with the people you love? This powerful question reframes how we think about retirement timing beyond the numbers...
Steve Chen & Andy Hill discuss how to turn negative net worth into Coast FI, spark kids’ money talks & own your family time. The post Podcast 97: Money, Marriage, & Raising Financial...
I (F64) retired in June after many years of teaching. I am so accustomed to the cycle of summer recharge that I’m not sure if I “feel” retired. I have traveled overseas, visited fami...
I generally understand that with a low interest mortgage it's advisable to invest other funds rather than paying it off (which is what I had been doing) , however, life situations change and indeed th...
My current job is becoming very stressful. I do IT Tech Support for our product. The last 2 months have been brutal - some 12 to 16 hr days. I am a specialist in a specific area, the "go to" person so...
Now that I’m retired 10 years, here are some thoughts in retrospect. 1) figure out what you need to live on and then save twice that amount. 2) just invest in the sp500 and ignore the ups n down...
We lived in our 4/2 house for 32 years, mortgage is paid, kids are moved out, no pets, a pool that seldom used, we have several rooms the seldom entered except to dust and vacuum. Far too much house f...
Learn about the safe harbor rule and how and why to do estimated tax payments while avoiding penalties and interest as a self-employed doctor. The post Estimated Taxes and the Safe Harbor Rule appeare...
We asked expert financial advisers for their advice....
12 Cheap Places to Travel That Are Worth It...
![How to Sell On Etsy and Make Money: Step-by-Step Guide
[2025]](/postImages/postImage15283.jpeg)
How to Sell On Etsy and Make Money: Step-by-Step Guide [2025]...
What time is it? It’s reader case time! Hi Kristy and Bryce Thank you for your awesome blog+ investing course series! I’m also a big fan of your book (and a UWaterloo alumni living in Wate...
Do you think you're diversified if you're invested in the S&P 500 and Nasdaq? Do you think your tax rate will fall in retirement? Think again — and read on for other myths that could be lead...
The law makes opportunity zones permanent, creates enhanced tax benefits for rural investments and opens up new strategies for investors to combine community development with significant tax advantage...
The initial set includes six alternative funds with exposure to private equity, private…...
Basic Capital’s Nate Taylor touts the idea of using financing as a tool to help everyday…...
One Big Beautiful Bill Act becoming law means insolvency in 2032 rather than 2033; Bill does…...
Sixty-seven percent of Gen Zers were "significantly more" confident than older generations,…...
New research highlights savings challenges of workers without employer-sponsored…...
The disclosure requirements direct issuers to include risks on offered products and use…...
A typical supercommuter spends 90 minutes or moreone waycommuting to work or school. As the cost of living continues to outpace wage growth, supercommuting is growing in popularity. According to a rec...
On July 3, the House narrowly passed theOne Big Beautiful Bill Act (OBBBA)with a 218–214 vote. According to the nonpartisan Congressional Budget Office (CBO), the bill will add an estimated$3.3 ...
Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From verifying credentials to trusting your gut, follow these rules to find a financ...
Summer shouldn’t just start and end with pool parties and backyard cookouts. For kids, it can be a springboard of ... Read more...
I’m not joking when I say this, if you’re broke or just trying to save money, go to the library. There’s real value sitting there, but most people overlook it because they think it&r...
Not all investments are bad. But not all of them are right for you, either. The financial world is full of complex products. Many have high fees, hidden risks, and sales incentives that don’t al...
I didn’t grow up rich. No one gave me a penny to get me where I am. I became a millionaire by making simple but powerful decisions over time. In this gallery, I’ll share the actions and mi...
Making $100,000 on the side sounds exciting, until you realize it takes more than a weekend hobby. Most people hitting that mark aren’t just juggling a hustle, they’re running a small busi...
Gerald Cash Advance Review: A Useful Tool or Too Limited to Matter?...
Market volatility is a recurring event with historical precedents (the dot-com bubble, global financial crisis and pandemic), each followed by recovery. Here's how people who are near or in retirement...
The initial set includes six alternative funds with exposure to private equity, private…...
President Trump is expected to sign the bill into law ahead of his July 4 deadline...
Recordkeeper advocates for responsible access; highlights growing worker interest and…...
Rather than focus on past priorities like lowering plan fees, employers are zeroing in on…...
In this weekend’s Kitces.com Weekend Reading for Financial Planners (July 5-6), Adam Van Deusen discusses three articles concerning the importance of selecting reasonable lifetime planning perio...
Forensic consultant Paul Sippil explains little-known costs for business owners and plan participants and what you can do about them. When it comes to retirement planning, one of the most overlooked a...
Skyrocketing costs and shifting priorities mean people are packing up and leaving some cities and states in droves, while others are flocking to more affordable or lifestyle-friendly destinations....
The passage of the One Big Beautiful Bill Act will affect plenty of doctors when it comes to income, taxes, healthcare, and student loans. The post How the ‘One Big Beautiful Bill’ Act Wil...
Congress just passed a $4.5 trillion tax package that’s being called the “Big Beautiful Bill.” Behind the nickname is a massive overhaul of how Americans earn, save, and get taxed. M...
You don’t need a degree to hit seven figures. In fact, some of the most reliable paths to wealth come from jobs that involve tools, trucks, and trades. This gallery highlights blue collar career...
Forget FOMO. FOGI — Fear of Getting In — is the feeling you need to learn how to manage so you don't miss out on future investment gains....