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The consulting firm Milliman recently published its 2025 Long-Term Care Index, calculating that – on average – 65-year-olds should set aside $135,000 for their future high-intensity long-term care nee...
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 ...
Roger Whitney shifts from financial planning to the non-financial pillar of relationships, sharing a live conversation with Harry Reis about how to feel more loved and connected in retirement. Togethe...
The retirement mindset mentor George Jerjian explains how a second chance at life inspires him to help coach people into retirement. When George Jerjian was 52 years old, he was diagnosed with a bone ...
If you plan to punch the clock for the final time decades before "standard" retirement age, you need a financial strategy that goes beyond just saving. Joe Anderson, CFP® and Big Al Clopine, CPA spitb...
I want to retire now and pay for health insurance until we get Medicare. My wife says we should work 10 more months. Who's right?
Retiring at 55 is not just retiring ten years earlier. It changes the entire math of your life. From 55 to 65, expenses are often at their highest. You are covering healthcare before Medicare, traveli...
A resilient retirement plan is a flexible framework that addresses income, health care, taxes and investments. And that means you should review it regularly.
Roger Whitney wraps up the four-part series on navigating health care before Medicare by introducing a practical decision-making framework using the OODA Loop—observe, orient, decide, act—to help you ...
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...
Well, after working for the last 47 years, I can finally take a step back from the work force. Been working as a union carpenter as well as a hobbist investor amongst numerous other things. Money is n...
More than 40 million people globally turn to ChatGPT daily for health information, according to a report OpenAI has shared ... Read more
Today, I'm excited to welcome Dr. Sharon Bergquist to the podcast. Sharon is a board-certified physician, research scientist, founder of Emory Lifestyle Medicine & Wellness, and an internationally rec...
Strategic saving and investing of HSA funds during your working years can unlock the full potential of these accounts to cover healthcare costs and more in retirement.
Wealth reflects a life organized around relationships, health, contribution and time — qualities that compound differently than money in a mutual fund.
If you're under 65 and want to retire soon, your plan may be derailed by skyrocketing ACA marketplace premiums. Here's what you can do.
Hello! My name is Charley Locke, and I report on aging for publications including The New York Times Magazine, Bloomberg Businessweek, and The Atlantic. (You can see my work here: https://charleylocke...
More people are saving for retirement than ever before – and they’re saving more. But health care costs in retirement are soaring, and and poverty rates among older Americans are rising for the first ...
Retiring after age 65 changes the math and the priorities. You have fewer high-energy years, shorter tax planning windows, and RMDs much closer than most people realize. But you also often have higher...
FROM THE ARTICLE. When to Apply for Social Security Is an Individual Decision. The age when you claim is critical, but consider your health, finances and family situation, too. 6-minute read. By Andy ...
EVENT NAME - Retirement Planning Strategies for Today and Tomorrow! DATE - Thursday, Feb 5, 2026. TIME - 7:00 p.m. ET • 6:00 p.m. CT • 5:00 p.m. MT • 4:00 p.m. PT. Duration: 60 Minutes. Zoom - Free On...
I'm 71 and in good health, still active, still traveling, still playing golf twice a week, but a friend of mine had a fall last month that ended up being pretty serious and it got me thinking I should...
I’m 61 and my spouse is 68 and part of me would really like to retire. We have $1 million and a paid off house and zero debt of any kind. We’ll have about $8,000 per month in pensions and social secur...
For a successful modern retirement, prepare for a longer life, manage high health care costs and prioritize your social life and purpose.
Careful planning encompassing location, income, health care and visa paperwork can make it all manageable. A financial planner lays it all out.
I retired at 62 (now 63) in June 2025,and I have a Roth IRA with 15% and traditional IRA with about 85% of total. My wife is 64 and still working to pad her retirement and for our health insurance. I ...
Happy New Year! In a strange turn of events, we didn’t all get the plague this year and are somehow all healthy and well-rested. Maybe this has something to do with the fact that we already paid the p...
Like many pre-retirees, it was the single most important question on my mind. "Do I have enough money?" Actually, being married, it was, "Do WE have enough money?" My wife and I were retiring at the s...
Every medical professional needs a hobby. And what you choose may have an outsized influence on your health and the state of your finances. The post Running for Exercise and Fishing for Calm: The Bene...
Jeremy Keil explains the 5 steps you can take if you are planning to retire in 2026 or 2027. If you’ve been planning to retire in 2026 or 2027, it might feel like you still have plenty of time. But in...
Jeremy Keil weighs the opportunities and risks associated with giving your money away to your kids and charity. Most retirees I talk with don’t worry about whether they can give money away. They worry...
Take charge of your retirement by resolving to make robust plans for your health, financial security, and fulfillment in 2026.
A few weeks ago, Michael Green published a post where he argued that the poverty line for a family of four in the U.S. wasn't $32,100 in annual income (as currently claimed by the Department of Health...
We’ve been here before: congressional Democrats and Republicans sparring over the future of the Affordable Care Act. But this time there’s an extra complication. Though it’s the middle of open enrollm...
Sarah Monroe once had a relatively comfortable middle-class life. She and her family lived in a neatly landscaped neighborhood near Cleveland. They had a six-figure income and health insurance. Then, ...
This post is follow-up to our post of December 22, 2024 and will again highlight the benefits of using the Actuaries Longevity Illustrator (ALI) to help you develop reasonable lifetime planning period...
The Transamerica Center for Retirement Studies published a report that examines the health and well-being, retirement preparedness and other life priorities of the American middle-class. By the number...
Invest time and money now for an early warning system, to help prevent or mitigate serious conditions down the road and save time and money over your lifetime.
Steve spent more than two decades building video games, working with a team that felt more like family than coworkers. By all measures, he loved his work. But a heart attack in 2021 changed everything...
Here are often overlooked aspects of health and longevity in retirement that are backed by research.
With the tax-free money in a health savings account, a person can pay for eyeglasses or medical exams, as well as a $1,700 baby bassinet or a $300 online parenting workshop. Those same dollars can’t b...
Increase the odds of adding healthy years to your life with suggestions backed by research.
As you age into your 60s and beyond, you’ll need a robust plan to help maintain and improve your overall health and medical conditions.
Elon Musk's 2025 forum claim predicts optional work in 10-20 years, driven by AI-robotics like Tesla's Optimus and xAI's Grok, enabling post-scarcity abundance inspired by Iain M. Banks' Culture novel...
I can't stand AI-assisted writing anymore. It's all over Substack. It's in my LinkedIn replies. It's everywhere. Like a disease slowly infecting our literary consciousness. I even see it from people w...
Think waiting until 70 is the gold standard for Social Security? We dig into the real math behind delayed retirement credits and the hidden trade-offs that rarely make it into the headlines. Drawing o...
Ever since new research at Kings College, London suggested that visiting art galleries is good for our health, I seem to keep stumbling across commentary on the findings from that study. It concluded ...
Love acts as preventive medicine, shielding health by reducing loneliness, stress, and disease risks. Emotional support improves survival rates, lowers pain, and strengthens immunity. Across cultures ...
As the federal government prepares for the next meeting of its Advisory Committee on Immunization Practices, Health and Human Services Secretary Robert F. Kennedy Jr. has intensified his attacks on al...