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In this episode, Roger shares how to find the right retirement planner, what to look for when interviewing advisors, and how to evaluate the value they bring. Tanya Nichols joins him to answer listene...
Learn about AmeriCorps Seniors programs, benefits and how to find volunteer opportunities in your community.
Record 401(k) balances are tempting, but inflation is stubborn. Take this choose-your-own-path guide to see if you are truly ready for your next chapter.
Since I've been inundated with questions about using a 530A Trump account vs. a UTMA, let's discuss the best ways to save for your child. The post How to Save for Your Children (UTMA vs. Trump Account...
When it comes to needing long-term care, millions of middle-income older adults are trapped. Now, policy analysts are beginning to think about middle-income seniors.
Instead of letting life insurance policies lapse or even liquidating them, advisors can guide clients through settlements, which might make sense depending on clients' situations.
Twentysomethings are increasingly skeptical about homeownership and investing. But a retirement account (and the magic of compounding) could change their minds.
Ready to retire? See what it's like to work with us → https://learn.rootfinancial.com/15076a ======================= You saved well. You invested well. You built $2 million or more. But the habits tha...
From 529 rollovers to custodial accounts, financial experts explain how to set young adults up for true financial independence.
Long-term care involves dealing with doctors, managing medications, arranging transportation and finding a facility. How should you and your family prepare?
You can easily create a lasting financial legacy for loved ones with annuities that are secure, cost-effective and tax-advantaged.
Don't surprise adult kids with a complex estate plan. Prepare them to handle family wealth by teaching them smart financial habits from an early age.
Required minimum distributions can be used as a tool to help lower your tax bill, smarten your charitable giving and keep your retirement strategy on track.
AI chatbots can offer quick retirement insights, but can also provide outdated figures. Always double-check their advice before making financial decisions.
Now that I’m retired and no longer have W-2 income, how should I answer the question about income on something like a credit card application? Right now, my income is pretty much whatever I decide it ...
If you work past age 65, assuming you can delay signing up for Medicare can lead to permanent penalties and costly coverage gaps. Here's how to avoid that.
Receiving an inheritance in your 50s or 60s? Find out how to use the Great Wealth Transfer to buy back your time, pivot careers or fund family memories.
Social media and online communication have made it easier to connect with family and friends, but it's also opened up new ways for criminals to access your hard-earned money. On this episode of the Fi...
Most investors need growth assets to help their retirement portfolios stay ahead of inflation.
Helping them out is cool, but the best gift is teaching them how to manage money, be realistic about their standard of living and learn to stand on their own.
Does your estate plan need a will, a trust or both? Understanding how these tools work, and what your family needs, will help you make the right choice.
AI can't take the place of the human touch when it comes to getting investment advice and planning for your future.
In this panel conversation, Kiplinger editors talk to experts about the Great Wealth Transfer and answer questions on how to discuss inheritance with your family.
Forbes reviewed nearly 1,000 sites to come up with the top 25 for pursuits ranging from the arts and fine dining to golf. Here’s how to find your own top spot.
From caregiver contracts to unequal inheritances, estate planning experts explain how to reward your most dedicated child without fracturing the family.
Successful retirement planning is about building a predictable, self-made paycheck that covers your essential expenses so you can enjoy life without worry.
A charitable remainder unitrust (CRUT) can create a lifetime income stream and alleviate worry for retirees who underspend out of fear their money won't last.
Unlocking home equity to supplement retirement savings sounds great in theory. But before you commit, make sure you fully understand the costs involved.
Your Medigap plan could be much cheaper with another carrier. It's easier than you might think to switch — but beware of the timing trap that can trip you up.
IRMAA medicare surcharges and often an unwelcome and costly surprise for retirees. How to appeal your IRMAA notice.
Inheritance can create tension between siblings. Financial therapists share practical ways parents and adult children can prevent conflict before it starts.
When Trump accounts were introduced this July, I wondered: Should I take advantage of it? This somewhat convoluted vehicle is really a long-term retirement savings account for minor children. How shou...
Siblings are alarmed after their father's Alzheimer's diagnosis leads their mother to embark on an isolating move. This is how they can help keep Dad safe.
Yes, RAP can potentially save you tens of thousands of dollars in student loan interest while you're in medical school. Here's what to know. The post How to Use RAP to Freeze Your Interest While in Me...
Outdated beneficiary designations can disrupt your estate plan. Learn which accounts to review, when to update beneficiaries and why it matters.
Long-term care costs can reduce the inheritance you leave your children. Learn how to prepare for care while protecting your retirement and estate plans.
The Great Wealth Transfer starts with a conversation. Here's how to prepare heirs, reduce future conflict and create a lasting legacy.
Asset protection is more important now than ever. These seven layers of protection can protect your wealth from potential creditors long before claims arise.
Here's all you need to know to fill out IRS Form 8283 for your Donor Advised Fund (DAF). It's not as hard as you might think. The post How to Report Non-Cash Charitable Contributions for Your DAF (IRS...
You can help your kids without hurting yourself.
An interview with emergency physician, author, and executive coach Rob Orman, where we talk about physician burnout, better ways to navigate conflict, and why simply pushing through is not always the ...
You’re never too old for campus life. Here are 5 colleges that actually want 50-plus students in class.
Social Security may still be part of the retirement picture for younger workers, but it shouldn't be the cornerstone of your strategy. How to adapt.
How to Claim Class Action Settlement Money (2026 Step-by-Step Guide)
What issues will your family confront after your death, and how will it shape their opinion of your life? Discover the dire consequences of not setting up a proper estate plan so you can take the simp...
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/9fc86c ======================= Your portfoli...
How does your IRA compare? Discover the average and median Traditional and Roth IRA balances by age in 2026, 2026 contribution limits, and key catch-up strategies.
Rather than claiming Social Security based on when you need the money, view your timing as a tax-planning tool that can help you lower your lifetime tax bill.
I’m of the mind that downsizing is more about liberation from stuff than it is about square footage in the home. My wife and I found that it was much harder to do this item by item and much easier to ...
Specific, research-backed ways to help you deal with financial stress and money worries. Start building real confidence today. The post How to Deal With Financial Stress: 10 Ways to Worry Less About M...