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Trust and communication are vital for older generations to pass down the values required for building, preserving and growing their family’s assets....
Unlike a more passive refund, this type requires you to work for it. First you have to activate the card. Then the fun begins....
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that....
Divorce at any age is a traumatic event, and resetting psychologically, especially after a late-in-life divorce, is more important than ever....
Cash-strapped retirees are returning to the workforce. How to prevent becoming one of them....
Sometimes a breakup is for the best. Here's how to handle 'the talk' and make the switch to a new professional who's a better fit for you....
Volatility is back, but for long-term investors, it’s business as usual. Focus on your goals, stick to your plan, and avoid panic decisions. Read more on how to manage market swings....
The maximum Social Security check is $5,108 in 2025, up from $4,873 in 2024. Even if you don't qualify for the maximum monthly benefit, you can still increase your payments....
I'm reading Christine Benz's excellent book "How to Retire". In chapter 14, where she interviews Jamie Hopkins, he suggests that from 62 on, if you are still working, to curtail the retirement contrib...
Learn how to build a fulfilling retirement by utilizing a growth mindset - with Wendy Leggett...
Your choice of trustee(s) can dramatically influence how closely your wishes are carried out. These tips will help avoid bad blood among your heirs....
Hey everyone! Today, I want to talk about being too cheap. This is a bit unusual because being cheap gives you a huge advantage in achieving financial independence. However, we ... Read more The post ...
Employer retirement plans are great, but individual responsibility plays a huge role in retirement success. Here's how to empower yourself....
To ensure your expenses in retirement are covered, you need to know what sources of income you'll have and where to turn to make up for any shortfall....
When picking which type of 401(k) or IRA is right for you, consider whether you want to save a little on your taxes now — or save a lot more on them later....
The adult children put a lot of effort into finding a seniors' home for Mom. She got there and suddenly refused to enter. Learn about your options if this happens to you....
In this episode, we explore an unrefined, yet accurate, approach to determining your risk tolerance. Beyond traditional risk tolerance questionnaires that often fluctuate with market conditions, we in...
Chris was burned out. Despite enjoying aspects of his work, the relentless grind of long hours and aggressive saving left him exhausted and longing for retirement. His goal was to save as much as poss...
Join us for a special episode as we welcome Christine Benz to discuss her new book, "How to Retire." In a captivating conversation at the Rock Retirement Club, we dive into topics like long-term care,...
Have you ever wondered why it is so hard for you to spend your money? Even now after all these years of saving you know you have enough, but it’s hard to let go and untie those purse strings. To...
In this episode of "Rock Your Retirement," Kathe Kline and Barbara Mock discuss a range of affordable living and travel options for seniors, particularly focused on those with limited financial means....
What’s a safe withdrawal rate for Wine Guy and Wine Gal in Sonoma California to have 35 years of “guaranteed” retirement spending? How aggressively should they convert their retireme...
Buying your first home is an exciting journey filled with big dreams and new possibilities. It’s a major step towards building your future and creating a space that truly feels like your own. Bu...
Bank of America supports free fast ACH push to another account with a high limit. It's a little tricky to set it up though. Here's a walkthrough. Learn the Nuts and Bolts I put everything I use to man...
For various reasons, I expect the US will more likely than not fall into a hard recession at some point within the next several years. I expect it to last two years or more. Let's pretend a crystal ba...
Jennifer, 54, plans to retire soon. Her husband, 70, is retired, on Social Security, and dealing with some severe health issues. Jennifer worries about possibly becoming single in retirement, which co...
When we think of retirement, it often evokes dreams of leisure, relaxation, and the freedom to pursue one's passions. Yet, the decision to retire is not merely about leaving a career; it's about embar...
After Thanksgiving, it’s often time to talk about aging parents’ needs. Here are 7 questions adult children should discuss to ensure family caregiving plans are in place....
Measuring net worth is popular, but is it the only (or even best) way to assess your financial health? Explore the pros and cons of tracking this metric. The post The Pros and Cons of Tracking Net Wor...
Changing course on claiming Social Security is doable, with more options than you might expect....
Discover if Upwork is the right platform for you in this comprehensive 2025 review. Learn how it works, tips for landing jobs, and whether you can make a sustainable income. Explore Upwork's pros, con...
FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! Two Reports Address How to Improve Social Security’s Minimum Benefit. By Jim Palmieri, AARP Public Policy Institute. Chantel Boyens and Jack Smalligan,...
I’ve never really understood the “shirtsleeves to shirtsleeves in three generations” line. I understand the premise; within three generations, family ... Read more...
Starting a small business is not enough; you need to think of a lot of things related to it, things related to it, and how that can be a help to you. You must have read a lot about loans and how they ...
Ricochet J in Colorado and her husband want to retire as soon as humanly possible. Are they on track? Should they save their surplus funds to a brokerage account or a solo 401(k)? That’s today o...
*** 1 Comment so far on the AARP Website. Stop by to read comments & add yours. *** FROM THE ARTICLE - SEE ARTICLE FOR MORE!!! Are You Doing Your 401(k) Rollover Wrong? Make sure you know where yo...
There are two ways to apply for Social Security retirement benefits....
Maybe you’ve been meaning to talk with them for future planning. Resistance gets in the way. Consider these tips to get the difficult conversation going....
With the rise of the gig economy, side hustles, and digital platforms, there are more ways than ever for women to make money quickly and flexibly. Whether you’re looking to earn extra income on ...
As the number of couples who split after the age of 50 rises, more Americans are looking at a retirement that is drastically different than they had expected....
It’s not that hard, and there’s a bonus: Portfolios without fossil fuels have generally performed just as well as the broader market....
Find out why an investment policy statement will keep your financial goals on target and how to get one set up. Learn more now... The post Can an Investment Policy Statement Make You 5 Times Wealthier...
Getting all of your assets to work together is key to having enough retirement income to pay for caregivers and other long-term care needs....
Meet Ari Taublieb ? If you didn’t already know, Ari and I work together at Root Financial, and we thought it was finally time to launch a podcast series together. In our very first episode, we d...
When you're married but only one spouse works, leaving retirement planning to the working partner puts financial security at risk. A joint effort is vital....
Discover the cheapest car insurance in Montana for 2024. Learn how to secure budget-friendly rates with tips on average costs, top providers, and tailored strategies for various driver profiles in Big...
A guide on how to move to Ireland as a U.S. retiree. Plus, how to get an Irish passport by tracing your family tree....
Hello, I'm hoping to get some counsel from the group on how to think about retirement, and when. I'm 57, married well, kids mostly launched - early 20's. We've saved enough that probably any additiona...
Hi everyone. Just an update to a previous post where I was wondering how to occupy myself in my retirement in a rural and isolate place, sans car, whilst my husband continues to work. Well, I won a 9-...
Semi-retirement is a powerful strategy to help you enjoy life while improving your financial security. Here's how to semi-retire in 5 easy steps!...