Rash of ERISA Lawsuits an Emerging Challenge: 2025 NAPA 401(k) Summit
Brian Graff says proliferation of lawsuits tops list of industry concerns during opening…...
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Brian Graff says proliferation of lawsuits tops list of industry concerns during opening…...
In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You’ll learn why probate can be costly and time-cons...
Lately, I’ve been thinking a lot about how our decisions, especially those that stem out of pragmatism and logical reasoning, ... Read more...
It was remarkable to discover the difference between aiming for FI and reaching FI. Here are some math and psychological lessons I learned. The post Lessons Learned from Achieving Financial Independen...
This investing method helps retirees avoid running out of money, even in a highly volatile market....
The smartest side hustle often isn’t the loudest one. It’s the one that quietly fills your wallet without wrecking your schedule or burning you out. Real side income isn’t about hype...
Everyone starts somewhere, but not everyone finishes where they want. Chasing wealth is easy. Building it takes a mindset most people don’t figure out until they’re out of time. It’s...
If you're strategic about your retirement account withdrawals, you can potentially minimize the taxes you'll pay on your Social Security benefits....
A serious medical diagnosis calls for updates of your financial, health care and estate plans as well as open conversations with those who'll fulfill your wishes....
See how your retirement investment choices impact replacing your income in retirement. Discover the impact various combinations of stock and bond mixes can make....
With the market in correction territory, retirees banking on generating income from their investments may need to rethink their short-term strategies....
Have you ever bought something and instantly regretted it? That sinking feeling hits fast when the excitement fades and reality punches you in the face. It happens more often than people like to admit...
Most of us are relatively conservative when it comes to determining how much we can afford to spend in retirement. All things being equal, we would rather die with too much money than too little. Appa...
When leaving an employer, sometimes it's best to roll over a 401(k) to an IRA. But other times it's not. Key factors determine which is best....
Thias guide to tax-exempt bond funds has 40 Best Buys...
To improve low-income households’ economic well-being, the social safety net provides both cash assistance and additional resources to support a better lifestyle – safer housing, more educ...
Writing down your retirement and income plan in an investment policy statement can help you resist letting a bear market upend your retirement....
Higher (or lower) rates can be painful in some ways and helpful in others. The key is being prepared to take advantage of the situation....
Yes, I (70m) am speaking to you! Fellow weekend warriors, former high school or college athletes, or recreational enthusiasts of tennis, golf, pickleball, hiking, biking, horseback riding, and walking...
The shockingly low amount of money that my wife and I need for our ordinary living expenses. I know that sometimes retirees benefit from a drop in their work-related expenses, like lunches out, busine...
My own parents are 87 and 85 still doing pretty well, living independently. They have a sizable estate of two million. I am happily single, financially secure with house paid off, pension, social secu...
I am not sure if it better to take my 48 days of PTO when I retire or burn them all off in the months before retirement date? I dont know if on way is better for tax purposes or if there is something ...
Does anyone know the bottom line for Part B while still working at an employer with less than 20 employees? I am 65 and have filed for Part A. I work for an employer with less than 20 employees. I hav...
I hope you’re doing well. Several years ago I went on a photo tour in Glacier National Park. It was ... Read more...
Pro wrestling is pretty stupid. But it’s also pretty awesome. And some of the best (and cringiest) characters have played doctors. The post The Best (and Cringiest) Pro Wrestling Characters Who ...
So, how can we maximize these experiences—these memories we’re creating—and increase the rate of return on the money we invested?...
Protect your retirement from de-dollarization, because “capital always goes where it is treated best."...
France offers a great history and a slower pace of life for retirees. At times, it can feel like stepping into a postcard....
The countdown hath begun I enjoy where I work, but it is time to pull the pin and do the things I want to do without the 9-5. I have enough to live comfortably without the need to buy fast cars and sm...
My social life after retirement since a year ago at 60 has been very limited. I have not kept in touch with my work friends since I would like to leave that world behind and move on. Due to our busy c...
Try the simple calculation of the 'Rule of 25.' Because sometimes, a back-of-the-napkin idea is all you need to get started....
Let's take a look at the case of a 74-year-old retired physician who wants to give money away but is worried about running out of assets. The post 9 Pieces of Advice for a Retired Doctor appeared firs...
I just hit 66 months running at least one 20-mile long run each month. I also retired at 42. Those two things might sound unrelated, but they both came from the same mindset: I do hard things. So what...
Online Jobs for College Students: 15 Flexible Ways to Make Money from Anywhere...
The Role of Liquidity Providers in A-Book Forex Trading: How Your Trades Reach the Market...
Emergency Crypto: How a Wallet Can Save You in a Financial Crisis...
Shielding Your Wealth: How Precious Metals Fortify Your Portfolio in 2025’s Economic Chaos...
On April 12, 2015, I wrote my first post on this blog. A decade of writing. 441 articles. 1 Million Words. Wow. It’s been a heckuva ride. I’m in awe […] The post I’m Retiring ...
I received many questions after concluding in my post “How Much is Enough to FIRE in San Francisco” that $5,654,000 was enough to cover my current and planned future spending needs....
If you're retiring in the next five years, your to-do list should contain some financial planning and, according to current retirees, a few life goals, too....
The decade before retirement is the home stretch in the race to quit work — but there are crucial financial decisions to make before you reach the finish line....
Can you Earn and Save Money With Online Casino Gambling?...
12 Best Side Hustles Worth Trying in 2025...
Balancing Wi-Fi and Wilderness: 10 European Adventures Every Digital Nomad Should Try...
Unlocking New Perspectives with a Sailing Experience...
Learn how to build a retirement marked by intentional effort instead of fear with author Zac Larson....
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions related to 529 plans....
Inflation, taxes and Social Security are the three top concerns for retirees, according to the 2025 Allianz Annual Retirement Study...
Having money left after taxes is a good thing, but spending it without a plan? That’s where many people can go wrong. Disposable income is not the same as discretionary income. Disposable income...