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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
How to Age-Proof Your Retirement Plan
Apr 05 2025
Longevity risk is a big threat to your retirement, but there are several strategies to protect yourself from running out of money, no matter how long you live....
kiplinger.com
Pre-Retiree Confidence Is Declining: How to Prepare Now
Apr 04 2025
We feel retirement planning has never been more important, yet confidence in a secure financial future is shrinking. A March 2025 Fidelity Investments® State of Retirement Planning study reveals t...
401kmaneuver.com
How to Replace a Corporate Trustee (and Make Other Trust Changes)
Apr 04 2025
The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know....
kiplinger.com
Root Talks: How to Get Past the Fear of Retiring Even When You Have Enough
Apr 04 2025
Many professionals find that retiring isn’t just about having enough money—it’s about feeling ready to leave behind the structure, identity, and comfort of a career. In this Root Fin...
buzzsprout.com
How to Protect Your Retirement Savings Now as Markets Plunge
Apr 04 2025
If you’re within five years of retiring, either before or after, you’re at your most vulnerable financially. Here are steps to weather the volatility....
nytimes.com
492: 3 Levels of Retirement Readiness: Where Do You Stand?
Apr 04 2025
How would you rate yourself on the retirement readiness scale? When you understand where you are and how to proceed, you are more likely to feel elevated confidence to and throughout retirement. In th...
retirewithpurpose.com
How to Make 500 Dollars Fast: 15 Ways to Make Quick Cash
Apr 03 2025
How to Make 500 Dollars Fast: 15 Ways to Make Quick Cash...
thinksaveretire.com
How to Travel Hack with Your Rent and Taxes
Apr 01 2025
To reach financial independence, you need to be unconventional. When everyone else owned a car, we took public transit. When everyone else ate out, we packed our lunches. When everyone else bought a h...
millennial-revolution.com
How to Retire in Singapore
Apr 01 2025
Singapore offers an exceptionally high quality of life that includes vibrant culture, excellent health care and modern infrastructure....
money.usnews.com
Stagflation Is Worse Than A Recession: Here’s How To Prepare
Mar 31 2025
Stagflation is a rare and challenging economic condition where slow or stagnant growth, high unemployment, and persistent inflation occur simultaneously. Typically, inflation rises when an economy is ...
financialsamurai.com
The Rollover
Mar 31 2025
You know you should rollover your old retirement account to an IRA. But do you know how to do it, and avoid pitfalls (and penalties)? The post The Rollover appeared first on Getting Your Financial Duc...
financialducksinarow.com
Is Chasing the American Dream Ruining Your Financial Life?
Mar 29 2025
Too many people focus on visible affluence as a marker of success. Here's how to avoid succumbing to the pressure and driving yourself into debt....
kiplinger.com
How To Avoid Estate Planning's Biggest Mistake
Mar 28 2025
Getting a will, revocable trust or other document alone won't accomplish your goals. You need to start with a holistic plan....
forbes.com
How to Plan for Retirement When Your Child Has Special Needs
Mar 27 2025
When your child has special needs, your retirement plan should include a plan for when you'll no longer be able to care for them yourself. A five-step guide....
kiplinger.com
How to compromise on retirement planning?
Mar 27 2025
My husband and I have sold our home and purchased a new construction last year, but it’s not where I want to be long-term. I would like to retire elsewhere (south) and whenever I mention the loc...
reddit.com
Update on my retirement countdown from one year ago
Mar 27 2025
Hello all, I am now 3 months away. Thanks to all who gave me suggestions on how to "survive" the last year of my 35+ year career. I have a post-it at my work station( I work from home) that says "I am...
reddit.com
How To Buy a House with Little or No Money Down (I Have Done It Many Ways)
Mar 26 2025
Buying a house can be intimidating, especially if you need more money to make a down payment. But it doesn’t need to be that way. In my several decades as a landlord and real estate investor, I ...
dadisfire.com
How to Get a Really Low Mortgage Rate (Even If You Think Rates Are High)
Mar 25 2025
You’ve probably heard people say, “Rates are too high, I’ll wait to buy a house.” That’s nonsense. The truth is, there are always plenty of ways to get a lower interest r...
dadisfire.com
21 Financial Risks That Can Wreck Your Wealth (And How to Avoid Them)
Mar 23 2025
Money isn’t just about earning, it’s about keeping it. Some risks are worth taking, but plenty of financial mistakes will cost you more than you realize. The problem is, most people don&rs...
dadisfire.com
Immortality: Do You Want to Live Forever? Here's How to Try
Mar 22 2025
Is immortality achievable? With longevity science booming, you (or your children) might make it to age 150....
kiplinger.com
How to Thrive in Retirement: Balancing the Tradeoffs
Mar 22 2025
To cultivate a happy retirement, you need to tend to it as carefully as you would a flourishing garden, and that means making the right choices for you....
kiplinger.com
How to Stop Scammers Targeting Your Retirement Savings
Mar 22 2025
Anyone can fall victim to a financial scam, but retirees can be more vulnerable than most, so stay alert to these common tricks that could catch you off guard....
kiplinger.com
Is Your Cryptocurrency Safe? How to Shield Digital Assets
Mar 21 2025
Creditors, hackers and frivolous lawsuit filers could be coming for your cryptocurrencies. These estate planning and asset protection strategies could help....
kiplinger.com
How to Retire Like an Adult: An 11-Point Checklist for Responsible Freedom
Mar 21 2025
To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure. The post How to Retire Like an Adult: An 11-Point Checklist...
boldin.com
How to Prepare for a Recession
Mar 21 2025
At any moment in time, there will be an expert predicting a recession. (the CNBC Fed Survey puts the probability ... Read more...
physicianonfire.com
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