Curated articles and podcasts from trusted financial experts and real retirees.
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With concerns about funding shortfalls and DOGE disruption, more Americans than usual are filing to collect Social Security benefits, and at younger ages....
Do you know how to calculate your investment return accurately? Use XIRR. This demonstration shows you how and includes spreadsheets. The post How to Calculate Dollar-Weighted Return Formula in Excel ...
There comes a moment when your child might look up and say, with wide-eyed innocence: At first, you may feel a surge of pride. Your hard work is being seen. You’ve become a role model. But almos...
Taking charge of your money after a divorce will feel daunting, especially when you're faced with a lower income. The key is tackling your to-do list in stages....
After three years of writing, rewriting, and refining, I’m thrilled to officially celebrate the launch of Millionaire Milestones: Simple Steps To Seven Figures today! This book has been a true l...
Nearly all those who have Medicare Advantage plans must deal with prior authorization. Now more prior authorization issues are appearing with Part D prescription drugs....
The Case For Early Hearing Tests. The author took advantage of an online hearing test, learned how important it is to test early, and tried out a hearing aid....
Sometimes called the "super" catch-up contribution, this new saving option is only available to workers age 60 to 63....
Warren Buffett isn’t just a billionaire investor, he’s proof that simple ideas done right can crush flashy strategies and overpriced advice. He built his fortune with patience, common sens...
Tens of thousands were on hand to see the billionaire announce his plans to retire. Their attention is already focusing on what is next for the conglomerate he built....
You’ve been jamming money into your retirement accounts for years now. When is it okay to slow down? Joe Anderson, CFP®® and Big Al Clopine, CPA spitball for Ron and Veronica in Indiana ...
Some time ago, we published a piece on when physicians should retire. While that article was a straightforward guide to ... Read more...
We currently live in Florida and are looking for a gated active adult community that will allow us to go to the grocery store by golf cart. We found The Villages to be a little too big for our liking,...
I realized recently that my answer to this question has degraded since leaving full time work, so I worked on improving it. Here's what I say now: I run a small business that I work on 10-20 hours a w...
Chad and Mike break down the major moves in US and international markets from the past quarter, revealing why diversification works unexpectedly. They chat through the impact of recent tariff news, wh...
Warren Buffett is finally retiring. After decades of shaping the financial world, the man who turned patience into billions is stepping down. Love him or not, there’s no denying the weight of th...
Hey Everyone! Did you have a good month? April was a hectic month at the RB40 household. RB40Jr was busy with school, debate, Ultimate Frisbee, martial arts, and socializing with ... Read more The pos...
First year of retirement in the books. Been a good year. Turning 66. Much time spent helping watch the grandkids. It’s been a rich time. As they head off to school next year I will have more tim...
As the title states, is there any way to shift around assets so that I have more that wont increase my ACA subsidy. I am 59 and planning to retire at 59.5.Almost all of my assets are currently divided...
Simplifying your financial life is hard. Here are 16 real-life dilemmas where I'm trying to figure out how I can erase portfolio complexity. The post Simplify, Simplify, Simplify — Real-Life Dil...
From funding a college education to paying for long-term care or simply treating your family, there are plenty of reasons to use your hard-earned wealth now....
There are three potential paths forward for this innovative tax incentive program that's set to expire in 2026....
And reduce volatility. A few decades ago, private equity was considered a 'cottage industry.' Now, it is a multitrillion-dollar asset class....
AI is playing an increasing role in retirement planning. Here’s how some financial advisers are leveraging this new technology....
No employer? No problem. Here’s how to open a 401(k) or similar retirement plan when you're self-employed or your job doesn’t offer one....
Warren Buffett’s Berkshire Hathaway succession announcement offers couples key lessons on planning for loss, household roles, and longevity in retirement....
In this episode, we cover key tax considerations around wealth transfer. We cover the differences between federal estate tax and state inheritance tax, and explain why the stepped-up basis is such a p...
Episode 469: You won’t hear this in the Media, but the USA economy is extremely strong and resilient. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscri...
FROM THE ARTICLE: Legislation to Reduce Tax Burden on Older Americans. Bill would boost deductions for those ages 65+, helping offset Social Security income taxes. By Emily Paulin, AARP. Published May...
Music is more than entertainment. It can even keep you healthy....
In this episode of the Rock Your Retirement Show, host Kathe Kline and co-host Barb welcome Dr. Marlene Scheipel, a PhD in counseling psychology and licensed life coach, to discuss navigating the emot...
In our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers readers' questions on tax deductions and losses....
Upsizing, or buying a bigger home, can make your retirement feel more luxurious. There's room for grandkids and projects, but run the numbers carefully....
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2 News) —Losing your spouse can b...
401(k)s are built for the long haul. Reacting emotionally in the short term can do serious long-term damage to your retirement plans....
Ignoring any of these five essential financial pillars could put your future at risk. Take a moment to make sure you haven't overlooked anything....
Overall, stay the course, but these three strategies are ways investors can make market volatility work to their benefit....
In honor of “May the Fourth,” we’re sharing valuable retirement lessons from the Star Wars universe. Just as Yoda warned ... Read more...
ETFs are great, but so are mutual funds. What are the pros and cons? Choosing the right funds depends mostly on cost and convenience. The post ETF vs. Mutual Funds: Pros and Cons appeared first on The...
Although a will is crucial to making sure your assets go where you want them when you die, you are likely to need something else, too: designated beneficiaries....
“Use it or lose it” enters the digital age as a new study finds that technology may lower the risk of cognitive decline....
Higher prices are a bummer for everyone, but if you're a retiree or on a fixed income, how do you still have a good time without breaking the bank?...
A financial adviser explains how a client could have unwittingly triggered the Medicare surcharge and what others need to know about it....
Picking a degree is one of those decisions people make before they fully understand how money works. You’re told to follow your passion, get a diploma, and everything else will fall into place. ...
Retire in Greece, the birthplace of Western civilization, for a sunny, healthy lifestyle amid countless ancient ruins and miles of picturesque coastline....
U.S. phone companies charge exorbitant prices for international mobile data roaming. Buying an eSIM for international travel costs under $10. Learn the Nuts and Bolts I put everything I use to manage ...
I'm one of those who retired without a pension. Fortunately, we worked hard and saved well. Having said that, I know that I can only enjoy the good life while my investement's are humming along nicely...
For medical professionals and institutions, the importance of reimbursement in healthcare cannot be overstated: it’s how you are paid—and how ... Read more...
Ever wonder how someone who's made a million dollars or more did it? Kiplinger's new My First $1 Million series uncovers the answers....
I recently served as a defendant's expert witness in a medical-legal case, and it profoundly changed my perspective on medical practice. The post What Serving as an Expert Witness Taught Me About the ...