Curated articles and podcasts from trusted financial experts and real retirees.
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Shoppers are spending more time in the produce section these days as designer branding, social media, and popular weight-loss medications reshape consumer tastes....
Not ready to file taxes by April 15? Here's how to file an extension with the IRS. Some states have been declared federal disaster areas, providing some taxpayers automatic extensions....
Students are taking financial education into their own hands, and there is a growing ecosystem of school-based, nonprofit, and digital programs to meet demand....
Financial literacy often brings to mind budgets, investments, and market headlines. But beneath the spreadsheets and strategy is something just as powerful: psychology....
If you're looking to lower the cost of how much you pay in homeowners insurance premiums, here are some tips to think about. The post How to Reduce Homeowners Insurance Costs Without Sacrificing Cover...
Future economic possibilities? There is a lot that can go wrong (and right)! Be prepared for anything with the right plans. The post Future Economic Possibilities: How You Can Prepare for Any Future U...
Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times....
I know many people who have hybrid work schedules or work from home and have a full home office with a big work desk, big office chair, dual monitors, etc. I know others who keep a home office to work...
Learn the steps to retire at 40 and how much money you’ll need to make it happen. Achieve early financial independence with these practical tips....
Welp, I guess we’re all headed into a recession now. It doesn’t matter whether you’re rich, poor, a leftie or ... Read more...
I’m unloading, so here’s the tl;dr: I have wanted to retire for a while, have run the numbers and probably can do it now, but can’t seem to give myself permission to go ahead. One of...
The market is in volatile shape right now, and there’s little we can do about it. New information comes to light every hour, but the fog persists. With so much being unknowable, the market will ...
Retirement sounds great until you realize you’re not actually ready. It’s not just about money, it’s about time, energy, and what the hell you’re going to do with your life onc...
It’s hard to understate the value of financial literacy as Americans recognize its importance this April. The Currency will focus on some trends readers need to know....
There’s a growing appetite for speedy eats, and some quick-service restaurants are turning to AI and other technology for innovative ways to serve fast food faster....
Achieving financial freedom begins with knowledge and know-how, and learning to apply some key financial skills can be pivotal steps in learning to effectively manage money, stay on course, and naviga...
Outdoor kitchens can feed the needs of people looking to maximize space, socialize, and spice up their cooking routine....
Tariff Turmoil wasn't all bad for Boldin users and they have some useful advice for weathering these storms. The post 7+ Powerful Actions Taken (and Not Taken) by Boldin Users During the Week of Tarif...
Here are 8 key insights on life transitions. Use the tips to make retirement and other big changes in your life efficient and happy. The post Life Transitions: An Expert Guide to Thriving During And A...
In many of our prior posts, including our post of March 8, 2025, we have strongly encouraged readers to estimate the potential impact on their Funded Status before making a significant financial decis...
Congratulations, u/MidAmericaMom ! Thank you so much for your dedication and all the time and care you've poured into this community. Your thoughtful guidance and steady moderation have truly helped s...
I am in and out of some really nice CCRC communities for my job. People tend to casually chat with me during the course of the visit and almost everyone who lives in these CCRCs mentions they have a p...
Looking for opinions on what to do with the money. I am the higher earner of the 2 of us, aged 57, spouse is retiring as a teacher at 56. Getting about 250K lump sum in exchange for a lower COLA incre...
Creating an investment game plan is a crucial part of building lasting wealth. Without one, you're likely to accumulate far less over your lifetime. Now that the S&P 500 briefly corrected by 20% i...
Get Quick Medicare Answers With Our Medicare Q&A Tool...
Let’s talk housing prices. If you’ve been casually scrolling real estate listings and thinking, “Wait…wasn’t this $200k like two years ago?” you’re not imagi...
Retirees can plan for a near-term recession with a range of strategies, from small investment changes to significant lifestyle hacks....
The stock slump has hit 401(k)s hard in recent days. But even without a company match, contributing to a 401(k) can still be a great choice if your goal is long-term retirement savings....
Just having the skills and experience to do the job isn't enough. The probate attorney you hire needs to have the right temperament for your particular case....
Higher Medicare premiums, smaller Social Security payments, bigger tax bills … Financial changes can hit hard when a spouse dies. How to counter the blow....
Answering reader questions about the difference between Roth and traditional IRAs, the process of opening Roth IRAs for your kids, and what to do if you over-contribute to your 401(k). The post Roth I...
Healthcare is one of the fastest-growing sectors in the U.S., and Illinois is no exception. With a physician shortage that ... Read more...
Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence. The post Podcast 91: Tariffs, Markets & The Macro Story with M...
Hello folks, here in the US we have been experiencing some stock market volatility. Along with that , many of us have had some stress. We have not allowed much on this matter except a few and thought ...
I’m 69 years old. Company asked me to come back four years ago to do very tedious, tricky medical coding/billing. I never minded the process and I’m pretty good at it. It is a great office...
I am 64 years and have earned only 29 credits towards Social Security because I have spent much of my working life in Canada after marrying a Canadian. In 2024, I began earning US 1099 income (plus Ca...
Having the ability to pivot without worrying about financial support is where financial security becomes financial freedom....
Start Your Journey With Our Medicare Enrollment Guide...
FROM THE ARTICLE: AARP reiterates customer-service concerns as buyouts cut staff at local sites. By Andy Markowitz, AARP. Published April 10, 2025. Amid surging complaints about Social Security custom...
"Jim" (66) and "Karen" (64) both retired in the last six months. Jim has an IRA with $900,000, and Karen has a Roth IRA with $300,000. They inherited a brokerage account with $600,000 and a cost basis...
The massive China tariff is still in place, but others have been paused for 90 days. That gives retirees a window to stock up on some goods....
Look at your savings and think about work options before moving into retirement....
Assess how tariffs will impact your retirement finances and adopt strategies to help protect your retirement from financial damage caused by tariffs....
Tax planning might not top everyone's list of leisure activities, but in the middle of tax season there’s a hidden opportunity. What if, instead of seeing it as a mere logistic hurdle, we embrac...
If you are a long-time listener you know that we like to go through the nuances of financial planning that may be valuable to you. In this episode, Allison and I take a look at net unrealized apprecia...
As of the close of stock markets on April 8, 2025, the S&P 500 index was down about 15% from its close at the beginning of the year. It seems pretty clear that this decrease is primarily attributa...
If you think most millionaires are tech bros, Wall Street guys, or kids born into money, think again. Most millionaires aren’t even doctors, athletes, or lawyers like everyone thinks. The real m...
Some people are broke because they don’t earn enough. Others stay broke because they keep spending like they’re trying to prove something. One choice at a time, they dig the hole deeper, a...
I'm retiring soon and starting to clean up my work computer. I realized I have personal files saved on two separate dropbox accounts, one of which is tied to my work email address. I want to combine t...
My wife and I got letters yesterday from some outfit that is now connected to our primary care medical office called an "Accountable Care Organization". I've done some online searching about them, and...