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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...
If you're nearing retirement and worry that your job is no longer needed, take steps to upskill or reskill....
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....
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....
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 ...
Learn how to build a retirement marked by intentional effort instead of fear with author Zac Larson....
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...
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 ...
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....
If you need to solve Social Security problems, online should your first stop....
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...
"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...
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...
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...
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....
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...
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....
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...
? 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...
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...
How to Make Money Online for Beginners: 10 Easy Options for 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....
Planning for retirement as a couple is a team sport that takes open communication, thoughtful planning and a solid financial strategy....
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....
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)....
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....
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....
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...
Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times....
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....
Higher Medicare premiums, smaller Social Security payments, bigger tax bills … Financial changes can hit hard when a spouse dies. How to counter the blow....
Look at your savings and think about work options before moving into retirement....
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....
How you can avoid the 3 biggest retirement mistakes and set yourself up for a secure and meaningful retirement....
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, ...
Learn how to declutter your retirement finances by reducing unnecessary accounts and organizing for a secure future. Tips for simplifying and protecting your wealth....
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....
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....
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...
The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know....
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...
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....
How to Make 500 Dollars Fast: 15 Ways to Make Quick Cash...
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...
Singapore offers an exceptionally high quality of life that includes vibrant culture, excellent health care and modern infrastructure....
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 ...
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...
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....
Getting a will, revocable trust or other document alone won't accomplish your goals. You need to start with a holistic plan....
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....