Curated articles and podcasts from trusted financial experts and real retirees.
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Answering questions about whether you can have an HSA and FSA at the same time, and we take a deep dive into malpractice insurance with information about lizard tails, veto clauses, and hammer clauses...
Saving and spending is a concern but most workers and retirees think they are on track based on a new survey....
Tax issues still should be an important focus of estate planning. But income and capital gains tax planning should be paramount....
FROM THE ARTICLE: On Social Security’s Front Lines, Customers Seek Service — and Reassurance. At field offices in 3 states, beneficiaries worry that changing rules and staff cuts will make...
Turning 60 doesn’t mean slowing down, it means getting sharper about what stays in your life and what needs to go. At this stage, every dollar should work harder, not just disappear into habits ...
Everyone wants to be rich, but few are willing to pay the price. The private jets and penthouses get the likes, but the sacrifices behind the scenes rarely get talked about. Most people don’t ev...
If you need to solve Social Security problems, online should your first stop....
In this inbox episode, we break down how the Social Security earnings limit works—especially for C corp owners who split income between salary and dividends. Learn what counts toward the limit, ...
Counter-Attack - Chiến Thuật Phản Công trong bóng đá luôn là một chủ đề hấp dẫn và gây tranh c&a...
Folks reach out to Keen Wealth for all sorts of reasons, at all different points in their lives. We talk to young couples just starting out who want to put themselves on a path towards financial secur...
So according to the number thus far in 2025, inflation from regular sources seems under control - but any tariffs applied to foreign good could change that, with the inflationary nature of tariffs. So...
Teaching financial skills early isn’t optional anymore, it’s essential. Kids are surrounded by ads, digital payments, and peer pressure before they even hit middle school. If they don&rsqu...
It may be oh-so tempting to cash out your upscale home and leave work for good. But should you? We ask the experts....
Here are some strategies that can help reduce the effort and stress involved....
Adele's mournful melodies kick off this generation's financial playlist, but with the right plan, Millennials can finish strong....
Most real estate agents, mortgage brokers, and fake gurus push 30-year mortgages because the monthly payment looks easier to handle. But I’ve never bought into that. If you can’t afford th...
Savvy docs consider disability insurance their most important insurance policy. Here are 12 reasons why residency is the best time to buy it. The post Top 12 Reasons to Buy Disability Insurance as a R...
To celebrate the launch of my new book, Millionaire Milestones: Simple Steps To Seven Figures, on May 6, 2025, I thought it’d be fun to explore various millionaire topics leading up to the relea...
Most investors rely heavily on traditional stocks and bonds to build their wealth — and for good reason. These assets ... Read more...
It’s hard to bury your head in the sand when the markets are volatile. Here’s when it makes sense and when it doesn’t....
We are probably a few years from retirement. Depending on health and finances it would be between 2-5 years. I am 60 and my wife will hit 60 in a few months. We have two of our kids live in the area b...
I retired in June 2023, and during the 20 years I was at my last company, I made a best friend with one of my co-workers; we traveled together on many projects, as well as to annual conferences, and a...
It’s easy to say money’s tight, but even easier to waste it without realizing. Little things add up, and before long, thousands are slipping through the cracks for stuff that never really ...
Understanding the allocations in your Roth IRA can help manage volatility and set realistic expectations for long-term returns....
Market volatility is never comfortable, but with the right mindset and a thoughtful plan, you can face downturns not as a victim, but as an opportunist. On this episode of the Financial Symmetry Show,...
? Show Notes In this episode, we dig into fixed annuities and U.S. Treasuries—how they can bring stability and income to your retirement. We’ll also discuss Social Security risks and how t...
If you’re sitting on large investment gains in a brokerage account and wondering whether it’s worth taking the tax hit, this episode is for you. I walk through a clear framework I use with...
One of the things I liked about working was wearing nice outfits. I have a closet with dresses, skirts, and nice tops that I just don’t wear anymore because my partner and I are really casual. I...
Given a host of pressures to keep working, Americans are retiring later in life. Will regulatory and economic forces encourage you to work longer?...
The GOP budget blueprint could slash lifesaving programs for millions of U.S. households....
How can you access the mental health support you need while protecting your career and livelihood as a doctor? Here are some suggestions. The post Seeking Mental Health Support as a Doctor appeared fi...
Downsizing used to sound like a last resort. Now it looks more like a smart financial reset. The big house with extra rooms might be costing more than it’s giving back. A 2023 study found that b...
Retirement can be expensive, especially when you do it alone, surveys show. But there are ways to maximize your retirement savings even when facing your second act without a partner....
I was trying to decide what to focus on in this post because I’ve had several random thoughts spending some quality time in my mind lately. Sometimes my brain just has stuff bouncing all over th...
A few weeks ago, we did an example of how our portfolio is taxed after retirement, and showed that by constructing a portfolio using low-cost index ETFs and holding those assets in the right retiremen...
When it comes to saving for retirement, knowing which account to fund first is like knowing which steps to take when climbing a mountain. You want to reach the summit with enough oxygen (money) and en...
Plan and enjoy a financially secure retirement....
It’s that time of year again: Earth Day! You’re probably thinking it’s about planting trees or maybe getting lectured about ... Read more...
Medicaid spends more than half its budget on medical and long-term care for frail, low-income older adults and younger people with disabilities....
There are numerous myths, rules of thumb, traditions and other shortcuts surrounding retirement planning. Fallacies and poor assumptions are behind many of them....
College students aren't the only ones getting an education. Retirement communities on college and university campuses are growing in popularity....
Bad credit doesn’t show up all at once. It creeps in, and before long, it’s dragging everything down: loan rejections, higher interest, closed doors. It’s not always loud, but it&rsq...
Just about every week here on YMYW, Joe and Big Al talk about converting your retirement savings to Roth accounts. But why? What’s the big deal? Today the “IRA guru” Ed Slott, CPA re...
Privatizing Social Security could mean more investment options for workers. It could also mean the loss of guaranteed income in retirement....
In the first part of our series on estate planning, we laid the groundwork for why incapacity planning matters and what documents you need to get started. But there’s more to it than just having...
FROM THE ARTICLE: 8 Lessons Retirees Can Learn From Past Bear Markets. Downturns are never fun, but understanding historical trends can help steady nerves. By David Rodeck, AARP. Published April 22, 2...
Trong bối cảnh bóng đá hiện đại, khám phá vị trí tiền đạo cánh trong bóng đá hi...
It's important to stay tax aware when it comes to your finances. On this episode, we explore some of the latest updates for 2025. Glenn is available for in person and online meetings if you'd like to ...
What Harvard’s $3.26B (and Counting) Funding Freeze Means for the Future of Medical Research A closer look at how a ... Read more...
Job searching at 60 isn’t just tough, it’s a different game entirely. Resumes get ignored, interviews become rare, and doors start closing that used to swing wide open. Perception, bias, a...