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How To Handle Manipulative Aging Parents: Guilt, Money, And Power
Dec 20 2024
Aging parents can use threats, money and power plays to manipulate adult children. Recognize what this behavior means and what choices you can make to handle it....
forbes.com
How To Make Your Family’s Wealth Last For Generations
Dec 19 2024
Trust and communication are vital for older generations to pass down the values required for building, preserving and growing their family’s assets....
forbes.com
How Refund Debit Cards Work — And How To Avoid Their Pitfalls
Dec 18 2024
Unlike a more passive refund, this type requires you to work for it. First you have to activate the card. Then the fun begins....
forbes.com
You've Got a Trust: Now Who Should Be the Successor Trustee?
Dec 18 2024
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that....
kiplinger.com
How to Embrace Personal Growth After a Gray Divorce
Dec 16 2024
Divorce at any age is a traumatic event, and resetting psychologically, especially after a late-in-life divorce, is more important than ever....
kiplinger.com
Jim Carrey Ran Out of Money in Retirement. Will You?
Dec 13 2024
Cash-strapped retirees are returning to the workforce. How to prevent becoming one of them....
kiplinger.com
How Do You Know When It's Time to Change Financial Advisers?
Dec 12 2024
Sometimes a breakup is for the best. Here's how to handle 'the talk' and make the switch to a new professional who's a better fit for you....
kiplinger.com
Volatility Is Back on the Menu
Dec 12 2024
Volatility is back, but for long-term investors, it’s business as usual. Focus on your goals, stick to your plan, and avoid panic decisions. Read more on how to manage market swings....
faangfire.com
How to Get the Maximum Social Security Check in 2025
Dec 11 2024
The maximum Social Security check is $5,108 in 2025, up from $4,873 in 2024. Even if you don't qualify for the maximum monthly benefit, you can still increase your payments....
kiplinger.com
Curtail retirement contributions in your 60s to enjoy a better quality of life?
Dec 11 2024
I'm reading Christine Benz's excellent book "How to Retire". In chapter 14, where she interviews Jamie Hopkins, he suggests that from 62 on, if you are still working, to curtail the retirement contrib...
reddit.com
Using a Growth Mindset for an Epic Retirement
Dec 11 2024
Learn how to build a fulfilling retirement by utilizing a growth mindset - with Wendy Leggett...
keilfp.com
How to Leave Money to Your Descendants But Still Keep Control
Dec 10 2024
Your choice of trustee(s) can dramatically influence how closely your wishes are carried out. These tips will help avoid bad blood among your heirs....
kiplinger.com
How to Stop Being Cheap
Dec 09 2024
Hey everyone! Today, I want to talk about being too cheap. This is a bit unusual because being cheap gives you a huge advantage in achieving financial independence. However, we ... Read more The post ...
retireby40.org
Five Simple Strategies to Ensure a Happy Retirement
Dec 08 2024
Employer retirement plans are great, but individual responsibility plays a huge role in retirement success. Here's how to empower yourself....
kiplinger.com
Will You Have a Retirement Income Gap? How to Fill It
Dec 06 2024
To ensure your expenses in retirement are covered, you need to know what sources of income you'll have and where to turn to make up for any shortfall....
kiplinger.com
Roth or Traditional: How to Choose a Retirement Tax Strategy
Dec 05 2024
When picking which type of 401(k) or IRA is right for you, consider whether you want to save a little on your taxes now — or save a lot more on them later....
kiplinger.com
When Aging Parents Refuse To Move: How To Overcome Resistance
Dec 05 2024
The adult children put a lot of effort into finding a seniors' home for Mom. She got there and suddenly refused to enter. Learn about your options if this happens to you....
forbes.com
How to Determine Your Risk Tolerance
Dec 05 2024
In this episode, we explore an unrefined, yet accurate, approach to determining your risk tolerance. Beyond traditional risk tolerance questionnaires that often fluctuate with market conditions, we in...
sites.libsyn.com
Unconventional Retirement Strategy: How to Save Less AND Retire with More
Dec 04 2024
Chris was burned out. Despite enjoying aspects of his work, the relentless grind of long hours and aggressive saving left him exhausted and longing for retirement. His goal was to save as much as poss...
buzzsprout.com
How to Retire with Christine Benz
Dec 04 2024
Join us for a special episode as we welcome Christine Benz to discuss her new book, "How to Retire." In a captivating conversation at the Rock Retirement Club, we dive into topics like long-term care,...
share.transistor.fm
How to Manage Your Scarcity Brain with Michael Easter
Dec 04 2024
Have you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings. To...
share.transistor.fm
How to Enjoy Retirement on a Budget
Dec 03 2024
In this episode of "Rock Your Retirement," Kathe Kline and Barbara Mock discuss a range of affordable living and travel options for seniors, particularly focused on those with limited financial means....
podcasters.spotify.com
How to Plan for 35 Years of Retirement Spending With Smart Roth Conversions - 506
Dec 03 2024
What’s a safe withdrawal rate for Wine Guy and Wine Gal in Sonoma California to have 35 years of “guaranteed” retirement spending? How aggressively should they convert their retireme...
purefinancial.com
26 Costly Mistakes First-Time Homebuyers Regret (And How to Avoid Them)
Dec 01 2024
Buying your first home is an exciting journey filled with big dreams and new possibilities. It’s a major step towards building your future and creating a space that truly feels like your own. Bu...
dadisfire.com
How to Link Another Account to Bank of America for ACH Push
Nov 30 2024
Bank of America supports free fast ACH push to another account with a high limit. It's a little tricky to set it up though. Here's a walkthrough. Learn the Nuts and Bolts I put everything I use to man...
thefinancebuff.com
How to Recession/Depression-Proof Retirement Accounts
Nov 30 2024
For various reasons, I expect the US will more likely than not fall into a hard recession at some point within the next several years. I expect it to last two years or more. Let's pretend a crystal ba...
reddit.com
Tax Planning for Widowed Retirees: How to Optimize Your Tax Strategy
Nov 30 2024
Jennifer, 54, plans to retire soon. Her husband, 70, is retired, on Social Security, and dealing with some severe health issues. Jennifer worries about possibly becoming single in retirement, which co...
buzzsprout.com
Retire Happy: How to Navigate Your Retirement Transition with Joe Kuhn
Nov 30 2024
When we think of retirement, it often evokes dreams of leisure, relaxation, and the freedom to pursue one's passions. Yet, the decision to retire is not merely about leaving a career; it's about embar...
buzzsprout.com
Thanksgiving Table Talk: 7 Family Conversations About Aging Parents (And How To Start Them)
Nov 29 2024
After Thanksgiving, it’s often time to talk about aging parents’ needs. Here are 7 questions adult children should discuss to ensure family caregiving plans are in place....
forbes.com
The Pros and Cons of Tracking Net Worth and How to Keep This Metric in Perspective
Nov 27 2024
Measuring net worth is popular, but is it the only (or even best) way to assess your financial health? Explore the pros and cons of tracking this metric. The post The Pros and Cons of Tracking Net Wor...
boldin.com
How to Undo Claiming Social Security Early
Nov 27 2024
Changing course on claiming Social Security is doable, with more options than you might expect....
money.usnews.com
Upwork Review 2025: How to Make Money as a Freelancer
Nov 27 2024
Discover if Upwork is the right platform for you in this comprehensive 2025 review. Learn how it works, tips for landing jobs, and whether you can make a sustainable income. Explore Upwork's pros, con...
thinksaveretire.com
? How to Improve Social Security’s Minimum Benefit (AARP Article & PDF)
Nov 27 2024
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! Two Reports Address How to Improve Social Security’s Minimum Benefit. By Jim Palmieri, AARP Public Policy Institute. Chantel Boyens and Jack Smalligan,...
community.aarp.org
Shirtsleeves to Shirtless: How to Lose Any Amount of Money
Nov 26 2024
I’ve never really understood the “shirtsleeves to shirtsleeves in three generations” line. I understand the premise; within three generations, family ... Read more...
physicianonfire.com
How to Choose the Best Credit Card Processor for Your Small Business
Nov 26 2024
Starting a small business is not enough; you need to think of a lot of things related to it, things related to it, and how that can be a help to you. You must have read a lot about loans and how they ...
thinksaveretire.com
How to Retire ASAP - and Where to Save to Get There - 505
Nov 26 2024
Ricochet J in Colorado and her husband want to retire as soon as humanly possible. Are they on track? Should they save their surplus funds to a brokerage account or a solo 401(k)? That’s today o...
purefinancial.com
?? How to Tell if You Are Doing Your 401(k) Rollover Wrong (AARP Article)
Nov 26 2024
*** 1 Comment so far on the AARP Website. Stop by to read comments & add yours. *** FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! Are You Doing Your 401(k) Rollover Wrong? Make sure you know where yo...
community.aarp.org
How to Apply for Social Security
Nov 21 2024
There are two ways to apply for Social Security retirement benefits....
kiplinger.com
How To Have Difficult Conversations With Stubborn Aging Parents
Nov 21 2024
Maybe you’ve been meaning to talk with them for future planning. Resistance gets in the way. Consider these tips to get the difficult conversation going....
forbes.com
How to Make Money Fast as a Woman in 2024: Top Earning Strategies
Nov 20 2024
With the rise of the gig economy, side hustles, and digital platforms, there are more ways than ever for women to make money quickly and flexibly. Whether you’re looking to earn extra income on ...
thinksaveretire.com
How to Stop a Late-in-Life Divorce From Ruining Your Retirement
Nov 19 2024
As the number of couples who split after the age of 50 rises, more Americans are looking at a retirement that is drastically different than they had expected....
nytimes.com
How to Get Fossil Fuels Out of Your Investment Portfolio
Nov 19 2024
It’s not that hard, and there’s a bonus: Portfolios without fossil fuels have generally performed just as well as the broader market....
nytimes.com
Can an Investment Policy Statement Make You 5 Times Wealthier?
Nov 15 2024
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now... The post Can an Investment Policy Statement Make You 5 Times Wealthier...
boldin.com
How to Create a Retirement Income Plan to Cover Caregiver Costs
Nov 14 2024
Getting all of your assets to work together is key to having enough retirement income to pay for caregivers and other long-term care needs....
kiplinger.com
Here's How To Discuss Money Effectively With Your Parents
Nov 14 2024
Meet Ari Taublieb ? If you didn’t already know, Ari and I work together at Root Financial, and we thought it was finally time to launch a podcast series together. In our very first episode, we d...
buzzsprout.com
How to Plan for Retirement When Only One Spouse Works
Nov 12 2024
When you're married but only one spouse works, leaving retirement planning to the working partner puts financial security at risk. A joint effort is vital....
kiplinger.com
Cheapest Car Insurance in Montana 2024: How to Get the Best Rates
Nov 12 2024
Discover the cheapest car insurance in Montana for 2024. Learn how to secure budget-friendly rates with tips on average costs, top providers, and tailored strategies for various driver profiles in Big...
thinksaveretire.com
How To Move To Ireland: A Guide For Americans
Nov 10 2024
A guide on how to move to Ireland as a U.S. retiree. Plus, how to get an Irish passport by tracing your family tree....
forbes.com
How to think about retirement? timing/phases?
Nov 09 2024
Hello, I'm hoping to get some counsel from the group on how to think about retirement, and when. I'm 57, married well, kids mostly launched - early 20's. We've saved enough that probably any additiona...
reddit.com
Update on navigating first year of retirement
Nov 09 2024
Hi everyone. Just an update to a previous post where I was wondering how to occupy myself in my retirement in a rural and isolate place, sans car, whilst my husband continues to work. Well, I won a 9-...
reddit.com
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