How To

Showing 50 results of 725

? AARP Retirement Survival Guide: How to Make Smart Financial Decisions!!!

May 10 2025

FROM ARTICLE: Bank bailouts. Ponzi schemes. Plunging financial markets. Given today’s dire headlines, planning a secure retirement has become a more critical task than ever. Now, for Americans s...

community.aarp.org

How to Take the Risk Out of Retirement (Ep. 16)

May 10 2025

What’s the main risk that’s hiding in your retirement plan? Chances are, it’s lurking in plain sight and could jeopardize your financial future. How can you avoid it? In this…...

bossretirement.com

You Could Live a Century. Here's How to Plan for Your Retirement.

May 09 2025

Your retirement planning needs a longevity check, according to a new study. Here's what you can do....

kiplinger.com

How To Find Your Ideal Retirement Spot

May 09 2025

Forbes editors use lots of metrics to pick the 25 top retirement places. This couple used a 64-foot-long boat and landed at one of our picks: The Villages, in Florida....

forbes.com

Mother’s Day: ‘Fake’ Holiday Pressure & How to Beat Guilt

May 09 2025

Let me tell you a secret about Mother’s Day. It’s not real. It’s a made-up holiday invented by marketers — ... Read more...

physicianonfire.com

498: 4 Ways to Cultivate Character Amid Market Chaos

May 09 2025

How can you use the recent market crisis to refine both your portfolioandyour character? In this episode, we discuss: Why times of turmoil are opportunities for personal growth How to reinterpret stre...

retirewithpurpose.com

How to Automate Your Savings with the 52-Week Challenge and Micro-Investing Apps

May 07 2025

How to Automate Your Savings with the 52-Week Challenge and Micro-Investing Apps...

thinksaveretire.com

How to Retire On Time with Mike Decker

May 07 2025

Identify the uniqueness of your retirement situation and the variety of ways to build your retirement in a timely manner....

keilfp.com

How to Calculate Dollar-Weighted Return Formula in Excel — The Excel XIRR Function

May 06 2025

Do you know how to calculate your investment return accurately? Use XIRR. This demonstration shows you how and includes spreadsheets. The post How to Calculate Dollar-Weighted Return Formula in Excel ...

whitecoatinvestor.com

How to Get Your Finances Back on Track After a Divorce

May 06 2025

Taking charge of your money after a divorce will feel daunting, especially when you're faced with a lower income. The key is tackling your to-do list in stages....

kiplinger.com

How to increase assets that won’t tank ACA subsidies

May 05 2025

As the title states, is there any way to shift around assets so that I have more that wont increase my ACA subsidy. I am 59 and planning to retire at 59.5.Almost all of my assets are currently divided...

reddit.com

Can You Open A 401(k) Without An Employer? What You Need To Know Now

May 05 2025

No employer? No problem. Here’s how to open a 401(k) or similar retirement plan when you're self-employed or your job doesn’t offer one....

forbes.com

How to Move Up to the Next Level and Buy a Multi-Million Dollar Home

May 02 2025

An emailer asked about the best way to buy a $3 million home without selling their current home. Here are seven options to think about. The post How to Move Up to the Next Level and Buy a Multi-Millio...

whitecoatinvestor.com

How to Navigate Job Obsolescence Before Retirement

May 02 2025

If you're nearing retirement and worry that your job is no longer needed, take steps to upskill or reskill....

money.usnews.com

How to Access Your Parents’ Medicare: Enroll and Manage Their Care

Apr 29 2025

Getting access to your parents' Medicare or Medicare Advantage accounts is easiest when they're healthy. But you still have options if they are incapacitated....

kiplinger.com

How to Make Changing Interest Rates Work for Your Retirement

Apr 27 2025

Higher (or lower) rates can be painful in some ways and helpful in others. The key is being prepared to take advantage of the situation....

kiplinger.com

How to handle PTO at the time of retirement in 2yrs.

Apr 27 2025

I am not sure if it better to take my 48 days of PTO when I retire or burn them all off in the months before retirement date? I dont know if on way is better for tax purposes or if there is something ...

reddit.com

How to Retire Intentionally: Leave Fear Behind | Zac Larson

Apr 26 2025

Learn how to build a retirement marked by intentional effort instead of fear with author Zac Larson....

keilfp.com

How to Retire in 5 Years (Or less): 17 Things to Do Within 5 Years of Retirement

Apr 25 2025

As a pre retiree in your 50s or 60s you are probably 5-10 years from retirement. Here are 17 things you need to do NOW for a secure future. The post How to Retire in 5 Years (Or less): 17 Things to Do...

boldin.com

Your weekly /r/Retirement roundup for the week of April 15 - April 21, 2025

Apr 25 2025

Tuesday, April 15 - Monday, April 21, 2025 Most Commented score comments title & link 138 125 comments The 2 most common things I hear from retirees 17 61 comments How to convert a pension amount ...

reddit.com

How to Put Together Your Personal Net Worth Statement

Apr 24 2025

Now that tax season is over for most of us, it's the perfect time to organize your assets and liabilities to assess your financial wellness....

kiplinger.com

How to Solve Social Security Problems Online, Over the Phone or In Person

Apr 24 2025

If you need to solve Social Security problems, online should your first stop....

money.usnews.com

How to convert a pension amount into dollar value

Apr 21 2025

Hard to create a succinct title. Just saw an article that says I need 80% of my current income multiplied by years of retirement. So I do the math and come up with 3 million. I don't have 3 million. B...

reddit.com

Don’t Buy Stuff You Can’t Afford

Apr 20 2025

"Don't buy stuff you can't afford" is so simple it's laughable, yet too many of us live with debt we think acceptable. Here's how to change. The post Don’t Buy Stuff You Can’t Afford appea...

whitecoatinvestor.com

How To Easily Determine The Right Amount Of Stock Exposure

Apr 19 2025

Only when the stock market goes down do people start to wonder whether they have too much exposure to stocks (equities). Questions arise:Should I cut back? Should I buy the dip? What’s the appro...

financialsamurai.com

How to Tax-Loss Harvest with Vanguard

Apr 18 2025

Tax-loss harvesting is a strategy where you sell losing positions to get a tax deduction. Here's how to tax-loss harvest with Vanguard. The post How to Tax-Loss Harvest with Vanguard appeared first on...

whitecoatinvestor.com

495: Freedom After 50: The World is Ending… What’s Next?

Apr 18 2025

If you saw the amount of time you had left to live—whether it was one day or one year—how would you spend it? What would you worry about? In this episode, we discuss: How to let go of alwa...

retirewithpurpose.com

How to Store Your Financial Documents the Right Way

Apr 17 2025

Having mountains of financial paperwork take over your home can be frustrating. Here's how to get the mess under control while still having your essential information at your fingertips....

kiplinger.com

Retirement Planning for Women: 10 Reasons Why You Are Probably Behind and How to Catch Up

Apr 16 2025

Are you a woman? Do you have a wife, daughter, or mother? Discover 10 reasons why women lag behind men in preparedness and how to catch up! The post Retirement Planning for Women: 10 Reasons Why You A...

boldin.com

Six Reasons to Disinherit Someone and How to Do It

Apr 16 2025

Whether you're navigating a second marriage, handling an estranged relative or leaving assets to charity, there are reasons to disinherit someone. Here's how....

kiplinger.com

How to make sure you have enough money to fund your RRIF withdrawals

Apr 16 2025

Once you start RRIFing, how do you make sure you have enough cash, and should you dial down risk? The post How to make sure you have enough money to fund your RRIF withdrawals appeared first on MoneyS...

moneysense.ca

Retirement Basics: Building Energy

Apr 16 2025

? Show Notes In this episode, Roger Whitney takes on one of the biggest challenges facing retirees today: how to plan confidently when the markets are anything but steady. He’s joined by Dr. Bob...

share.transistor.fm

How To Survive The Most Dangerous Time After Buying A House

Apr 14 2025

The first year after purchasing a house is the most dangerous and potentially challenging period. This is particularly true for first-time homebuyers who likely stretched their finances to achieve a 1...

financialsamurai.com

How to Make Money Online for Beginners: 10 Easy Options for 2025

Apr 14 2025

How to Make Money Online for Beginners: 10 Easy Options for 2025...

thinksaveretire.com

Six Reasons to Disinherit Someone and How to Do It

Apr 12 2025

Whether you're navigating a second marriage, dealing with an estranged relative or leaving your assets to charity, there are reasons to disinherit someone. Here's how....

kiplinger.com

Retirement Planning for Couples: How to Plan to Be So Happy Together

Apr 12 2025

Planning for retirement as a couple is a team sport that takes open communication, thoughtful planning and a solid financial strategy....

kiplinger.com

Market Turmoil: What History Tells Us About Current Volatility

Apr 12 2025

This up-and-down uncertainty is nerve-racking, but a look back at previous downturns shows that the markets are resilient. Here's how to ride out the turmoil....

kiplinger.com

What 401(k) Savers Near Retirement Can Do Amid Market Volatility

Apr 11 2025

Whether retirement is years away, a year or two out, or in the rearview mirror, here's how to handle uncertainty in your 401(k)....

kiplinger.com

Markets Roller Coaster: Resist the Urge to Make Big Changes

Apr 11 2025

You could do more harm than good if you react emotionally to volatility. Instead, consider tax-loss harvesting, Roth conversions and how to plan for next time....

kiplinger.com

How to file a tax extension: Everything you need to know

Apr 11 2025

Not ready to file taxes by April 15? Here's how to file an extension with the IRS. Some states have been declared federal disaster areas, providing some taxpayers automatic extensions....

empower.com

How to Reduce Homeowners Insurance Costs Without Sacrificing Coverage

Apr 11 2025

If you're looking to lower the cost of how much you pay in homeowners insurance premiums, here are some tips to think about. The post How to Reduce Homeowners Insurance Costs Without Sacrificing Cover...

whitecoatinvestor.com

How to coach clients through the chaos of market volatility

Apr 11 2025

Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times....

financial-planning.com

Going Through Probate? How to Find the Right Attorney

Apr 10 2025

Just having the skills and experience to do the job isn't enough. The probate attorney you hire needs to have the right temperament for your particular case....

kiplinger.com

Widow's Penalty: Three Ways to Protect Your Finances

Apr 10 2025

Higher Medicare premiums, smaller Social Security payments, bigger tax bills … Financial changes can hit hard when a spouse dies. How to counter the blow....

kiplinger.com

How to Retire During a Recession

Apr 10 2025

Look at your savings and think about work options before moving into retirement....

money.usnews.com

How Inflation Affects Your Finances and How to Stay Ahead

Apr 09 2025

The cost of goods and services is certain to rise over time, making it essential to have a financial plan that will help you keep pace....

kiplinger.com

The 3 Biggest Retirement Mistakes—and How to Avoid Them

Apr 09 2025

How you can avoid the 3 biggest retirement mistakes and set yourself up for a secure and meaningful retirement....

keilfp.com

Maximize Your Retirement Tax Savings: How to Maximize Tax-Saving for Each Account

Apr 08 2025

Want to pay less in taxes during retirement? You actually have more control over your tax rate than you might think. James breaks down how different investment accounts—like brokerage accounts, ...

buzzsprout.com

How To Declutter Your Retirement Finances

Apr 07 2025

Learn how to declutter your retirement finances by reducing unnecessary accounts and organizing for a secure future. Tips for simplifying and protecting your wealth....

forbes.com

Give Now or Leave an Inheritance? How to Balance the Options

Apr 06 2025

You've saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These are the key points to consider....

kiplinger.com