Showing 50 results of 962
Standard homeowners insurance coverage often isn't enough. To be fully protected, homeowners need to consider natural disaster protection. The post Natural Disaster Preparedness — How to Ensure Your H...
Roger Whitney shifts from financial planning to the non-financial pillar of relationships, sharing a live conversation with Harry Reis about how to feel more loved and connected in retirement. Togethe...
The paychecks may stop, but the income shouldn't. Master the art of the "income machine" to fund your dream retirement.
The administrative requirements following a death move quickly. This is how to ensure your loved ones won't be plunged into chaos during a time of distress.
Many people are lonely and isolated. Community and relationships are essential for well-being. But it is a challenge when we get older to find our tribe. Here are some ideas of how to do this.
For Gen X, delaying retirement can be an opportunity to pilot-test your second act, plan for your inheritance and structure trusts for your kids.
With decades of growth ahead, your 40s aren't just for saving. We asked financial advisers how to enjoy your income now without compromising your nest egg.
Separating facts from fiction is an important first step toward building a retirement plan that's grounded in reality and not based on incorrect assumptions.
Talking to heirs about transferring wealth can be overwhelming, but avoiding it now can lead to conflict later. Here's how to start sharing your plans.
In a surprise move, Jack Dorsey, co-founder of Twitter (X) and Block (Square, Cash App), announced a mass layoff affecting about 4,000 employees out of Block’s roughly 10,000 employees. For a company ...
What if the confidence you're searching for in retirement decisions hasn't disappeared, but has simply been drowned out by noise? In this episode, you'll learn: Why retirement decisions feel more emot...
Your spouse wants to remodel your kitchen and several bathrooms in your house. You’ve received a quote for the work for about $100,000. Using a strategic withdrawal approach and a Monte Carlo modeling...
With the new "senior bonus" hitting bank accounts this tax season, your retirement refund may be higher than usual. Here's how to reinvest those funds for a financially efficient 2026.
Even in retirement, some income sources can unexpectedly raise your federal and state tax bills. Here's how to avoid costly surprises.
Legacy planning integrates your values and stories with legal and tax strategies to ensure your influence benefits loved ones and good causes after you're gone.
Roger Whitney wraps up the four-part series on navigating health care before Medicare by introducing a practical decision-making framework using the OODA Loop—observe, orient, decide, act—to help you ...
Test your knowledge of Social Security delayed retirement credits with our quick quiz.
Lessons from ERISA Expert Witness Eric Dyson on how to reduce fiduciary risk and be better prepared if the Department of Labor comes calling.
Jeremy Keil explains the 5 RMD (Required Minimum Distribution) mistakes in Retirement and how to avoid them. A retiree recently called for help. It was their first year taking Required Minimum Distrib...
None of us wants to think we'll need long-term care when we get older, but the odds are roughly even that we will. Which is all the more reason to understand the realities of LTC and how to pay for it...
In the run-up to retirement, your asset allocation needs to match your risk tolerance without eliminating potential for growth. Here's how to find the right mix.
Joe and Big Al spitball two sides of the retirement equation, today on Your Money, Your Wealth® podcast number 570. Daniel in Texas is 40 and worrying about how to support Mom and Dad if their money r...
WHEN: March 23, 2026 12:00 PM-1:00 PM ET. WHERE: Zoom. Register By March 23, 202612:59 PM ET. Retirement planning doesn’t have to be daunting. Collect some tips for determining if you are on track to ...
FROM THE ARTICLE. Upcoming Bismarck and Fargo Events Will Address Varying Retirement Needs and Concerns. By AARP. Published February 20, 2026. In a recent national AARP survey, women 50 and older cite...
Here are some appropriate times to use debt to your advantage in your financial life. The trick is to know when the risks are too great. The post How to Leverage Debt — The Best Ways to Use Debt to Yo...
All that cash you have in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. It's time to protect your income.
I have an HSA that , when I was, working, I could control the amount of cash (as opposed to investments) during direct deposit in it by choosing certain amount of max cash. Now that I am retired and n...
Learn the pros and cons of different Roth conversion timing strategies and how to choose the right approach for your retirement plan. The post Timing Roth Conversions: Should You Convert at the Start ...
You know diet and exercise can help you live a long life. Have you also developed the social, emotional and financial habits you need to thrive? The post How to Live a Long Life: 15 Habits of Happy an...
Need advice on how to get into medical school from somebody who once sat on a medical school admissions selection committee? Keep reading. The post How to Get into Medical School appeared first on The...
Happiness expert Monique Rhodes explains why retirement often feels disorienting at first — and how creating a personal retirement roadmap can turn this transition into one of the most fulfilling stag...
Gary Zimmerman of Max® explains how to utilize your cash asset in retirement. Cash is one of the most overlooked assets in retirement. Here’s how retirees can earn thousands more in interest while kee...
Today, I'm excited to welcome Dr. Sharon Bergquist to the podcast. Sharon is a board-certified physician, research scientist, founder of Emory Lifestyle Medicine & Wellness, and an internationally rec...
Whether you’re months away from your 65th birthday or you're planning to work past retirement age, this guide will walk you through the exact steps to secure your coverage, avoid costly mistakes and e...
Don't let the day-to-day get in the way of long-term financial planning. Here's how to get organized — including a reminder to dream big about your future.
Strategic saving and investing of HSA funds during your working years can unlock the full potential of these accounts to cover healthcare costs and more in retirement.
The silence after a big sale can be disorienting. It's essential to redefine your identity and focus on your purpose before rushing into the next big thing.
Taxpayers can strategically use these temporary tax opportunities in particular to lock in long-term tax savings. Here's how.
Hello! My name is Charley Locke, and I report on aging for publications including The New York Times Magazine, Bloomberg Businessweek, and The Atlantic. (You can see my work here: https://charleylocke...
We have some fun news to share at the end of this article, so keep reading to the end find out! Over the holiday break, I was helping a family member do some end-of-year tax planning (I know, we’re TH...
A $10 million retirement is often imagined as the finish line — complete freedom, unlimited spending, and no financial stress. The reality is more complex. James walks through what an eight-figure ret...
![How to Improve Your Finances in 2026 [12-Step Financial
Checklist]](/postImages/postImage17780.jpeg)
To improve your finances in 2026, assess your full financial picture, set achievable goals, automate savings, rebuild your emergency fund, increase your 401(k) contributions, and rebalance your 401(k)...
According to the Goldman Sachs Retirement Survey & Insights Report 2025, many Americans are struggling to save as basic expenses rise faster than wages. Here’s what the data means for your 401(k) and ...
You saved diligently for decades — so why does giving yourself permission to spend still feel so hard? In this episode, we discuss: Why many retirees underspend despite having a secure financial plan ...
What can our top five Retire With Purpose Podcast episodes of 2025 teach you about avoiding regrets, spending confidently, and living with purpose as you head into 2026? In this episode, we discuss: T...
If retirement is supposed to bring freedom, why do so many people still feel unsettled, and what's behind that tension? In this episode, we discuss: Why fear persists even with a strong financial plan...
I’m 61 and my spouse is 68 and part of me would really like to retire. We have $1 million and a paid off house and zero debt of any kind. We’ll have about $8,000 per month in pensions and social secur...
We know the economy is unpredictable and markets will do what they do, no matter who predicts what. Here's how to focus on what you can control.
Are you living below your means in retirement because you fear not having enough to leave to your kids? Here's how to get over that.
Not understanding how the upcoming changes in 2026 might affect you could put your financial security in retirement at risk. This is what you need to know.