How To

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How To Find Investment Opportunities In The Next Trade War

Feb 21 2025

Markets roiled earlier this year because of the short-lived Canadian and Mexican tariffs. Is this a harbinger of things to come or a budding opportunity?...

forbes.com

485: Top 5 Retiree Regrets and How to Avoid Them

Feb 21 2025

You want to ensure you have all your ducks in a row before entering retirement. Today, we’re pulling back the curtain on the biggest retiree regrets so that they don’t become yours too. In...

retirewithpurpose.com

How to Avoid 401(k) Withdrawal Penalties

Feb 20 2025

401(k) plans are designed to help in retirement, but if you don’t follow the rules, you may find yourself facing 401(k) withdrawal penalties. This is because the purpose of a 401(k) plan is to p...

401kmaneuver.com

Root Talks: How to Overcome the Scarcity Mindset and Start Spending in Retirement

Feb 20 2025

You’ve worked hard, built wealth, and reached financial security… so why is it still so hard to spend? In this episode, we dive into the unexpected challenge of shifting from a saver&rsqu...

buzzsprout.com

How to Support Your Parents Without Derailing Your Finances

Feb 19 2025

Putting your aging parents' financial house in order can give you a clearer picture of where they need support and how to balance that with your own plans....

kiplinger.com

25 Creative Side Hustles That Make $12,000 a Month (Some Are Remote) 

Feb 18 2025

Making money isn’t about grinding away at a 9-to-5, waiting for a raise that barely keeps up with inflation. The real game is figuring out how to make cash flow on your terms. Many people have t...

dadisfire.com

How to Save Money on Groceries in 2025: 15 Tips You Should Try

Feb 17 2025

How to Save Money on Groceries in 2025: 15 Tips You Should Try...

thinksaveretire.com

25 Easy Ways: How to Make a Lot of Money Fast in 2025

Feb 17 2025

25 Easy Ways: How to Make a Lot of Money Fast in 2025...

thinksaveretire.com

Three Common Cash Flow Mistakes and How to Fix Them

Feb 15 2025

Better cash flow management could have a bigger impact on your retirement savings than simply making more money. Here's how to manage that....

kiplinger.com

How to Use an HSA to Save a Lot

Feb 15 2025

A new analysis finds that a diligent saver who leaves the money untouched for decades can accumulate $1 million. But not everyone with an H.S.A. can afford to leave the money untapped....

nytimes.com

20 money affirmations for a positive mindset

Feb 15 2025

Learn how to relate your money with a sense of gratitude by using these 20 money affirmations....

empower.com

How To Safely Spend Your Retirement Savings

Feb 14 2025

Here’s a retirement spending strategy that offers a realistic balance between frugality and outliving your savings by spending too much money....

forbes.com

How to set up financial arrangement for potential nursing home care in advance?

Feb 14 2025

I have a situation where I want to ensure that my spouse does not get manipulated by our relatives after my death. My spouse has always been a very giving person, and I feel the need to protect our as...

reddit.com

Retirement Community Living: How to Pay for Your Next Chapter

Feb 14 2025

From independent living to continuing care retirement communities, retirees have a lot of ways to live out their golden years. But it ain’t cheap....

kiplinger.com

How to Improve Decumulation Planning

Feb 14 2025

We have never been big fans of Monte Carlo models for determining how much one can afford to spend in retirement from year to year. As actuaries, we believe that following the simple “3M” ...

howmuchcaniaffordtospendinretirement.blogspot.com

Protect Your Brokerage Accounts From ACATS Transfer Fraud

Feb 13 2025

Fraudulent brokerage account transfers via ACATS are rare but devastating. Learn how to protect your accounts from ACATS fraud in this case study. Learn the Nuts and Bolts I put everything I use to ma...

thefinancebuff.com

The Wisdom of Regret with Lori Emerick

Feb 12 2025

Learn how to turn regrets into motivation to build a better retirement with guest Lori Emerick of Aspen Group Consulting....

keilfp.com

How to Find a Financial Adviser for Retirement Planning

Feb 10 2025

Finding the right financial adviser for retirement planning can save you time and money in the long run....

kiplinger.com

483: The Future of Tax Rates: How to Keep More of Your Money and Pay Less Taxes with Ed Slott

Feb 10 2025

Today, I'm joined by one of the country's most renowned tax and retirement distribution experts—Ed Slott. Ed is a CPA, best-selling author, and the founder of Ed Slott and Company. He’s al...

retirewithpurpose.com

How to Become an Amazon Reviewer in 2025

Feb 07 2025

How to Become an Amazon Reviewer in 2025...

thinksaveretire.com

Financial Flexibility: How to Handle Check Cashing Challenges Without Stress

Feb 07 2025

Financial Flexibility: How to Handle Check Cashing Challenges Without Stress...

thinksaveretire.com

482: Freedom After 50: How to Build a Legacy That Will Outlast You—Exploring the Wise Wealth Matrix - Part 4

Feb 07 2025

Are you living a life that reflects the legacy you want to leave behind? Join us as we wrap up our exploration of the Wise Wealth Matrix with this final installment. In this episode, we discuss: Why m...

retirewithpurpose.com

Pros and Cons of Renting Versus Owning in Retirement

Feb 06 2025

Here's how to decide if you are better off renting or owning a home in retirement....

money.usnews.com

Retirement Life After Public Service – Dream or Nightmare!?!

Feb 05 2025

Learn how to find meaning and purpose in retirement after a life in public service with retired librarian and current retirement coach Susan Hawk Schneider....

keilfp.com

[Deferred Resignation] Part 9: How to Access TSP (but Beware of the Penalties)

Feb 05 2025

ProFeds Founder, Chris Kowalik, reviews the IRS rules which allow you to take from your TSP at various ages (and if you’re allowed to access TSP between now and 9/30). KEY TAKEAWAYS: How do empl...

fedimpact.com

[Deferred Resignation] Part 8: How to Ensure You Keep FEHB and FEGLI if You Resign

Feb 05 2025

ProFeds Founder, Chris Kowalik, highlights what federal employees need to do to keep their government health insurance (FEHB) and government life insurance (FEGLI). KEY TAKEAWAYS: What requirements mu...

fedimpact.com

Quit Buying Cars on Credit — 15 Reasons to Pay Cash

Feb 02 2025

If you buy a car on credit, it's a negative status symbol and says you don't know how to manage money well. Here are 15 reasons to pay cash. The post Quit Buying Cars on Credit — 15 Reasons to P...

whitecoatinvestor.com

How To Save Social Security — Pay More Taxes? Cut Benefits?

Feb 01 2025

These proposals to save Social Security may require big changes, but Americans want politicians to act. Are you willing to pay more taxes?...

kiplinger.com

How to Retire Early Due to Disability or Caretaking

Feb 01 2025

If you must retire early due to disability or to care for a loved one, these six steps to make it work financially....

kiplinger.com

Federal Government Employees, Take The Severance Package And Run

Jan 31 2025

As someone who literally wrote the book on how to negotiate a severance package, I love severance case studies! The second rule of FIRE (Financial Independence Retire Early) is simple: never quit your...

financialsamurai.com

Going from a Saving to a Spending Mindset: How to Stop Worrying, Retire, and Enjoy It

Jan 31 2025

You, like many Boldin users, might have enough to retire, but are scared to start spending. Get 7 tips for moving to a spending mindset. The post Going from a Saving to a Spending Mindset: How to Stop...

boldin.com

Scarcity: Don’t Let it Steal Your Retirement

Jan 31 2025

Worry about the scarcity of time, money, food, etc... can be a problem in lots of situations - including retirement. Learn how to focus on what's important! The post Scarcity: Don’t Let it Steal...

boldin.com

How to Stop Ageism From Tanking Your Retirement

Jan 30 2025

More older workers report instances of ageism. Here's how you can stop age discrimination before it affects your career and retirement savings....

kiplinger.com

Post-Disaster Financial Planning: How to Protect Your Assets

Jan 30 2025

A financial adviser who knows all about surviving natural disasters recommends ways to mitigate long-term damage to your financial health after a disaster....

kiplinger.com

5 Top Regrets of Retirees (and how to avoid them)

Jan 30 2025

No one likes having regrets. And yet, we all have them. Regarding the regrets of retirees, a recent study reveals some interesting findings that we can all learn from. Studying […] The post 5 T...

theretirementmanifesto.com

Your Family Money Values Matter: How to Get on the Same Page

Jan 29 2025

How you grow up shapes you financially. That can make things tricky for couples and their kids, so follow these four steps to help establish your family values....

kiplinger.com

How to take Income/withdrawls from my IRA.

Jan 29 2025

I have one Ira that was made from a 401(k) rollover when I retired. I am working part time to supplement my income. My question, is I have about 90% of the Ira in ETFs and 10% in the money market opti...

reddit.com

How To Request An Age-Related Accommodation At Work

Jan 28 2025

Employees have a protected right to seek workplace accommodation and flexibility for age-related disabilities....

forbes.com

Wills Gone Wild: How to Avoid Estate Planning Disasters

Jan 26 2025

These wills gone wild may be extreme examples of poor estate planning, but experts explain how easily a will can go to the dogs....

kiplinger.com

How to Use DSTs and 1031 Exchanges for Diversification

Jan 26 2025

This hypothetical case study shows how an investor used Delaware statutory trusts (DSTs) to build a diversified 1031 DST portfolio and avoid a $2M tax bill....

kiplinger.com

How to Hire a Retirement Coach — And Why You Might Need One

Jan 23 2025

A trusted retirement coach can help bring purpose, clarity and contentment to your post-working years....

kiplinger.com

How to Avoid Common Mistakes When Gifting Money to Family, Ep #231

Jan 23 2025

As the holiday season approaches, many of us find ourselves thinking about gifts. While gifts can come in many forms, monetary gifts often cause the most confusion. In this episode of Financial Symmet...

financialsymmetry.com

How to Avoid These 10 Retirement Planning Mistakes

Jan 19 2025

Many retirement planning mistakes are easily avoidable. Here are 10 to have on your radar so you don't end up running out of money in your golden years....

kiplinger.com

Women, What Is Your Net Worth?

Jan 18 2025

Many women have no idea what their net worth is, or even how to calculate it. Many also turn to social media finfluencers for advice. Here's what to do instead....

kiplinger.com

The Hidden Upside of Inflation: How to Make It Work for You 

Jan 18 2025

When you hear about inflation, your first thought probably isn’t, “Oh great, how can this work to my advantage?” After all, inflation has a reputation for eroding purchasing power an...

dadisfire.com

How to align tribal systems, federal law in Indigenous estate planning

Jan 17 2025

Tribal systems don't always align with federal and state laws when it comes to land ownership, inheritance and what constitutes an asset....

financial-planning.com

Find Lost 401k: How to Find Out If You Have Lost or Forgotten Retirement Accounts

Jan 17 2025

Here is a guide for how to find lost money -- a lost 401k or other unclaimed retirement benefits. It can be as easy as 1,2,3! The post Find Lost 401k: How to Find Out If You Have Lost or Forgotten Ret...

boldin.com

How to Transform Your Money Management in 2025

Jan 17 2025

How to Transform Your Money Management in 2025...

thinksaveretire.com

How to invest money if you’re Gen Z

Jan 17 2025

How to invest money if you’re Gen Z...

thinksaveretire.com

How To Manage Inherited IRA Rules That Can Surprise And Trap Heirs

Jan 17 2025

There’s a host of under-the-radar rules beneficiaries need to know to minimize taxes and penalties and maximize the benefits of inherited IRAs....

forbes.com