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In the comments on my last post, several readers asked thoughtful questions about family trusts, second marriages, and protecting assets in the event of cognitive decline. A few readers even […] The p...
Combining a QLAC with a HECM can help mass affluent retirees secure guaranteed lifetime income, tax advantages and liquid savings to cover late-in-life expenses.
? Show Notes Wade Pfau, author of The Retirement Planning Guidebook and creator of the Retirement Income Style Awareness (RISA®) assessment joins Roger for a wide-ranging conversation on the big quest...
One of the biggest conundrums parents face is managing their own emotions when a stock market, real estate market, or any other risk asset takes a dive. On one hand, it's painful to watch your portfol...
Looking for input, as one or more of you have have experienced my situation, and I’m not sure where to go next. Background: husband, 60, retiring next January, originally from nyc moved around a lot g...
Hello. I was feeling pretty low 3 weeks ago, after my job of almost 26 years ended on January 30. What has helped me so far: Daily exercise. Walking 5 days a week, and dumbbells for upper body 2 days ...
See the end from the beginning and figure out how you're going to get out of real estate investing before you get into it. The post The 7 Ways to Get Out of a Real Estate Investment appeared first on ...
Inheriting assets comes with various tax considerations. Here's a guide on everything you need to know, from estate taxes to new rules on inherited IRAs.
62 year old Canadian here. I'm currently in a situation where I am living on 1/2 my take-home pay so am slamming every other cent into savings. Theoretically in about a 1 1/2 years I should be able to...
If you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage.
Retired in my early 60's. Then spent 9 years working part time at a local business. As expected I was surrounded by much younger people. For them the job was a career. I didn't need the job which of c...
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
We all know we need to have an emergency fund, mine is around 6-8 months of expenses, but what's your strategy for if and when you dip into it, how do you go about replenishing it when you're on a tig...
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
Jeremy Keil explains 3 smart ways to help your kids with money while avoiding IRS paperwork Early in the year, I received an email from a couple asking a question I hear all the time: “What’s the maxi...
F67, M72. We get about income of 5500 a month spend about 4,000 a month and have $1500 left over, Next year that we will pay off our last debt and will have another $500 available. We have rebuilt our...
Take this quick quiz to test your knowledge of the essential legal and financial vocabulary required to protect your assets and your family.
Lincoln Center became a lab for the 2026 Heartbeat Summit. I met the experts proving art is medicine. Here is the new habit I’m taking home.
Technology has the potential to allow older adults to live at home for longer or improve their lives in senior communities. But “potential” does a lot of work here.
Recently, a home in the beautiful Forest Hill neighborhood of San Francisco was listed for $2.4 million. It had four bedrooms, three bathrooms, and a modest 2,250 square feet. The home had been remode...
I'm considering continuing working past my full retirement date to payoff mortgage, as I can take Social Security and full salary at the same time. Is there a calculation available that one can show t...
My life is changing fast and I’m having a hard time keeping up. Just a short recap: My mother passed away late August 2025. In November, I drove across the country to have a funeral service (it was at...
The 2000s decade included two wars, a massive housing market crash and the biggest financial crisis since the Great Depression. ... Read more
A proactive approach like this one can help ensure your wishes are respected, you and your loved ones are protected and your values are carried forward.
Estate planning software can help advisers forge deeper client relationships and leverage the power of AI to provide insights. Here are four options to consider.
Good family meetings bring clarity to estate plans and strengthen bonds. Poor ones turn into ugly battles. This simple tool will help you avoid the drama.
You did it. You finished med school, got matched, and criss-crossed the country in your old SUV to start your ... Read more
We have $3.9 million saved. Our adult children are struggling to pay for daycare and buy a home. Should we give them an advance on their inheritance?
Retirees with $500,000 to $5 million in assets need a different approach to keep their house and cover ever-increasing health care expenses, including long-term care, without taking too much risk and ...
We’re not looking to retire for a few years yet, however we’re starting to look now at how we can prepare in advance to ensure our outgoings are as low as possible when it’s time. For example; install...
If you never spend your investment gains, what exactly are you investing for? This question hit me hard after a year of nonstop financial management, market volatility, and real estate turnover in 202...
All of us have three main options to profit from AI: 1) Invest in the right AI companies. 2) Work for the right AI companies. 3) Invest in real estate that will benefit from the AI boom. Investing in ...
Effective March 1, 2026 new rules require that detailed reports must be filed with FinCEN if you transfer a home or other residential property to many trusts or LLCs.
60 yo with three decades of experience at my employer, being forced to retire for budget reduction reasons. Was given 90 days notice as required by policy, and find myself in a no-man's land between b...
Including your wishes in your will or in a pet trust can ensure proper care when you can’t provide it.
I retired June 1, 2024. My wife is still working, her planned last day is June 30, this year. Here's a few things I've noticed.... I'm maintaining our 'retirement fund' portfolio at Vanguard in the 60...
Staying in one's home as long as possible may not be the answer. Loneliness and isolation are issues. Relationships and community are essential for well-being.
Your spouse wants to remodel your kitchen and several bathrooms in your house. You’ve received a quote for the work for about $100,000. Using a strategic withdrawal approach and a Monte Carlo modeling...
Retired since Jan 2025 - after a 9-10 month decompression I’m finally enjoying the ultimate retirement luxury - TIME Time for reading especially. Since my job (lawyer) involved many hours of reading p...
My wife (62) and I are starting to think seriously about our next steps and would really value some outside perspective. I’m turning 60 this year. We’re mortgage-free and have around £250,000 in savin...
I am 66 and my sister is 76, her husband is 84. We are both married, retired, have homes. But. I have several degrees, had a really good job in tech as did my wife. We saved enough money and are grate...
Why age alone in financial hardship when you can enjoy companionship — and share the costs of housing, groceries and health care — with a small community of friends?
FROM THE ARTICLE. Upcoming Bismarck and Fargo Events Will Address Varying Retirement Needs and Concerns. By AARP. Published February 20, 2026. In a recent national AARP survey, women 50 and older cite...