Discover the Best Insights for Every Stage of Retirement

WTW Brings in Leaders to Health and Wealth Team

WTW announced new appointments to its global retirement leadership, among other roles...

Cetera Launches Emergency Planning Guide for Financial Professionals

The set of resources helps advisors support clients impacted by natural disasters and emergencies...

Help with our first ROTH conversion

I understand the basics (5 year rule, paying the taxes, etc.), but does it mean I'm basically "buying" with money from my traditional IRA? Let's say I want to convert $50K. My $50K is now worth $40K (...

How To Declutter Your Retirement Finances

Learn how to declutter your retirement finances by reducing unnecessary accounts and organizing for a secure future. Tips for simplifying and protecting your wealth....

April Tariff Tumble Reactions

Markets tumbled, tech got punched, and tariffs made headlines. Here’s how I’m thinking about it—and what I’m actually doing with my money....

Are Physicians Leaving America?

The physician shortage is not new. Even before the COVID-19 pandemic, we witnessed a steady decline in the number of ... Read more...

Freaking Out Over Market Farts?

People tend to freak out over market farts. And I always get well-meaning people asking me if I’m doing OK when Mr. Market isn’t so happy. While it can be tough to watch 20% of your net wo...

Stock Markets Are Tanking: Here’s How Retirees Can Stay Calm

Treasury Secretary Scott Bessent says retirees don't pay attention to the day-to-day fluctuations in the stock market, but should you?...

March Most Active Month for 401(k) Trading Since 2020: Alight

401(k) Index shows heightened Q1 market volatility fueled surge in trading...

The Potential Impact of Trump’s Tariffs on Retirement Accounts

Experts touch on what younger investors and near retirees should be doing to protect their…...

Creating the ‘Next-Gen 401(k) Report’ with KWP Growth Partners’ Will Prest and Lisa Kottler

The inaugural “Next-Gen 401(k) Report” from KWP Growth Partners is being…...

Retire in Mexico: Get a Lower Cost of Living Near the US

Many older Americans retire in Mexico because of its laid-back lifestyle, beaches, and vibrant culture. Here’s the scoop on living in Mexico full-time....

Building The Portfolio Of Life: Dr. Meir Statman’s Fourfold Framework For Financial Well-Being

In "A Wealth of Well-Being," Dr. Meir Statman helps us construct a portfolio not simply consisting of financial assets, but a portfolio of life....

Financial Fact vs Fiction: This Roth Conversion Myth Could Cost You

While some 'golden rules' stay in style forever, the financial landscape is constantly evolving. Here are five common myths to revisit (with more on the way)....

Give Now or Leave an Inheritance? How to Balance the Options

You've saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These are the key points to consider....

How financial advisors treat couples

I have to rant… For 30+ years I was the one in my household who managed all of our investments — 401ks, cash, stocks, all of it. Now getting close to retirement, I suggested we move our a...

How much do I need to live in current lifestyle?

I feel silly asking because it seems like a simple question, and I work in the financial world, but my financial planner has asked me to determine "How much money do you need to live?" so I can decide...

The Sunday Best 04/06/2025

Chances are that we have never met. I probably have no clue what your life is right now. You could ... Read more...

Developing hobbies in retirement

As an avid hobbyist with too many hobbies to count, I would like to offer some help for those of you who go into retirement without any! What is a hobby, really? Many people think of some of the class...

Don’t Deprive Yourself While Living Below Your Means

Carve out a large percentage of your income for building wealth; then spend the rest on what REALLY makes you happy. Forget the other stuff. The post Don’t Deprive Yourself While Living Below Yo...

Anyone doing day trading for supplemental income?

I am thinking about things I would like to do when I retire to for hobby level activities, and one of the things that I am considering is doing small scale day trading. I am not looking to make substa...

15 Reasons Retirees End Up Broke (And How You Can Avoid It)

Retirement isn’t always beach walks and golf swings. For a lot of people, it’s more like checking the fridge and realizing the leftovers have to stretch until payday. That dream of freedom...

What to Do With Your Tax Refund: 6 Ways to Bring Growth

Use your 2024 tax refund to boost short-term or long-term financial goals by putting it in one of these six places....

How to Age-Proof Your Retirement Plan

Longevity risk is a big threat to your retirement, but there are several strategies to protect yourself from running out of money, no matter how long you live....

Retirement Planning for Couples With a Generation Gap

Do you and your partner have different retirement timelines and attitudes to saving? It is possible to make plans together. This is how one couple did it....

The Top Retirement Questions Physicians Need to Ask

Compared to other professions, a physician’s retirement is not as cut and dry. The typical scene we imagine at the ... Read more...

Easing in to the retirement mentality...

Yesterday afternoon I signed my shares away to the new owners of the business I've been running for 35 years. Months in preparation, I'm hanging out in the office to smooth over a few transition detai...

As Tariff And Market Anxiety Rises, How Will Your Generation React?

Tariffs triggered a market plunge, but the emotional impact spans generations—shaping spending, saving, and retirement plans from Gen Z, millennials, Gen X and boomers....

Pre-Retiree Confidence Is Declining: How to Prepare Now

We feel retirement planning has never been more important, yet confidence in a secure financial future is shrinking. A March 2025 Fidelity Investments® State of Retirement Planning study reveals t...

12 Money Lessons You Need to Teach Your Kids (Before They Drown in Debt)

Money is everywhere, but most people have no clue how to handle it. Just look around, grown adults drowning in debt, stuck in the paycheck-to-paycheck grind, wondering why they’re always broke. ...

23 (Easy To Get) Certifications If You Want A High Paying Job

Job markets change. College has become incredibly expensive. But we all still want to make more money. So what’s the answer? Certifications. In today’s competitive job landscape, acquiring...

Stop Paying for Status! 23 Overpriced Items That Aren’t Worth It

Money disappears fast when every purchase feels like a reward. One swipe here, one splurge there, and suddenly, the paycheck that should have built wealth is gone on things that don’t actually m...

You May Not Want to Downsize in Retirement: Here's Why

Your financial planner may urge you to downsize in retirement. Your kids may even pressure you. But be sure it's right for you before you make a move....

How to Replace a Corporate Trustee (and Make Other Trust Changes)

The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know....

A Brief History of U.S. Tariffs and Their Economic Impact

Explore the history of U.S. tariffs and the impact they have had on the economy to help understand what is happening now. The post A Brief History of U.S. Tariffs and Their Economic Impact appeared fi...

Video: Taxes in Retirement Office Hours

Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money. The post Video: Taxes in Retirement Office Hours app...

Physician Salaries in Pennsylvania

Pennsylvania isn’t doing too badly when it comes to their healthcare and its infrastructure. Pennsylvania ranks 5th in the country ... Read more...

Boomers Hold Half of the Nation’s Wealth: Here’s Why That Matters

Boomers are sitting on a mountain of cash, and they’re not letting go anytime soon. If you’ve ever wondered why it feels like older generations have all the money, that’s because the...

Crafting the perfect retirement portfolio: A financial advisor's dilemma

American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts....

Use Your CME Dollars to Crush Burnout and Become Financially Literate

One of the best online courses of the year, Continuing Financial Education 2025, has dropped—order it now to jumpstart your financial journey. The post Use Your CME Dollars to Crush Burnout and ...

Retirees: Is Your Local Bank Closing? Four Ways to Cope

Bank branches are closing across the country. If you are among the retirees who prefer to bank in person, you have some options....

Tipping Fatigue Is Real: 20 Ways to Escape Guilt-Tipping Culture

If you’re tired of being hit with a tip screen every time you grab a coffee or pick up a sandwich, you’re not alone. Tipping used to be simple. Now it feels like it’s everywhere, all...