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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....
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...
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!...
People who do these things are less anxious about their retirement finances....
Affordable and close to home, Mexico has long been a favorite retirement destination for Americans....
If you want to change something about yourself, focus on two things: pain vs. perceived pain. What I mean is the pain of your current situation versus the perceived pain of changing your situation. If...
We are a newly retired couple. This years we started our first ever slow travel trip, six months of travel through Australia, Vietnam, Singapore, London, Spain. We are from Australia, currently live i...
Should Suzanne in Michigan do Roth conversions in 2025 and 2026 since she’s widowed and won’t be married filing jointly? How should she pay the tax on her conversions? Jennifer in Washingt...
Not all 401(k) plans are created equal. Here’s how to tell if yours could be more competitive....
There are significant tax-reduction opportunities available when employer stock is held in a 401(k) plan. But you have to meet all the qualifications....
One of the biggest benefits of a market downturn involves shifting market losers into a Roth IRA account to save big-time on taxes in retirement....
Retiring after decades in the work world can mean reckoning with issues related to identity and lifestyle. Here's how retirees can shed their career identities and embrace retirement....
To navigate complex rules on inherited IRAs and RMDs, start by breaking down key terms and common scenarios. A clearer picture of your next steps will emerge....
Click here for 5 simple financial planning steps that can help or a loved one plan for the financial stress of dementia or Alzheimer's. The post How to Deal with Dementia or Alzheimer’s: 5 Finan...
Even as women play catch-up because of the gender pay gap and caregiving responsibilities, they're winning financially....
Are real estate investment trust (REIT) ETFs a good way for Leon to begin investing in real estate? Can AI Seth stay retired at age 52, and should he do Roth conversions? Jenn in Ohio wants the fellas...
Circumstances are different for everyone, but this adviser with 20-plus years of experience shares some insights on getting your financial priorities in order....
Here’s the deal: Not every pre-med student is going to end up becoming a physician. And that could be for ... Read more...
Did you know that financial planning is an excellent way to boost happiness hormones? (In addition to ensuring a secure future!) Find out how! The post How to Boost 4 Different Happiness Hormones and ...
In addition to handling your financial wealth, consider ways to manage your non-financial assets: health, knowledge, time and relationships....
An Executive Bonus Plan, Incentive Bonus Plan, or Nonqualified Deferred Compensation Plan can offer options and flexibility to drive success for many types of firms and employees. According to Princip...
You might consider starting with a model retirement plan that has already been assembled and is ready to be refined to meet your objectives....
Looking to enjoy gaming on a budget? Discover money-saving tips on games, hardware, and subscriptions to indulge in your favorite hobby without breaking the bank. From used games to budget-friendly PC...
Tune in to learn about differences that Canada and the U.S. have when it comes to retirement accounts, tax, pensions and benefits. Find out how to get the most out of your u.s. and canada retirement a...
ames responds to a question from Chris regarding restricted stock units (RSUs) and how to avoid costly mistakes when managing them. He explores whether it’s wise to hold onto company stock or di...
More than a trillion dollars sit in forgotten bank accounts, abandoned pensions or other misplaced assets. Here’s how to look for your unclaimed property....
Bonds are dramatically safer than investing in stocks, real estate, or speculation, but there is still risk when you invest with bonds. The post The 3 Risks of Bond Investing — And How to Beat T...
When my 7-year-old son Jonathan asked how large companies operate, I saw an opportunity to teach him about stocks using his own business experiences. By relating investing concepts to his entrepreneur...
I’ve been teaching for over 40 years. After COVID, I went to part-time, remotely doing research and writing for my employer. I am having a really hard time working hourly on projects. I’ve...
Ben has been a saver his entire life, which helped position him for an early retirement at the age of 53. Yet, he faces a big challenge. Having maintained his modest lifestyle, Ben’s comfortable...
Chris has been retired for a little over a year while his wife has continued to work. Now that Chris has “tried on” retirement and found the fit good, his wife will likely join him within ...
Meet Joe Sullivan, who found the first few years of retirement very difficult. Community is important to Joe, but he wasn't getting sufficient, routine social interaction to make meaningful connection...
David has a question about taxes in retirement: When you’re retired and no longer getting a regular paycheck from which your employer withheld tax payments on your behalf, how do you estimate th...
Graham and his wife are in their early 50s and plan to retire in 5 years. He wonders if they should continue maxing out their 401ks, how their investments should change, and what they should do with s...
Drew, a burnt-out, financially responsible 40-something father of two, hopes he can scale back from his stressful job and still be okay when it’s time to retire. James offers a practical and phi...
Listener Drew asks about a tax strategy for juggling capital gains and Roth conversions. While it can be a complicated question – especially when large accounts are involved – James provid...
James addresses a common concern for a couple approaching retirement through a listener’s question. Listener Rob plans to collect Social Security early at 62, raising questions about his wife&rs...
As one listener prepares for an early retirement, James discusses the situation, covering how to build a bond ladder based on non-retirement funds. James provides a different way of looking at the sto...
James walks through a framework of how you ensure that your legacy goals include more than just leaving a chunk of money to your kids when you're gone. He explains the key concepts that can help your ...
I am coming up on retirement. Right now when I meet someone new, I can ask about what they do for a living and learn about their job and life, or I will ask about a life goal. When I retire and meet o...
It's easy to feel intimidated by industry jargon when you're starting to invest. This guide explains some of the most common terms you need to know....
When a husband learns he has a metastasizing tumor, or a mom receives news that her toddler has a rare ... Read more...
Ben has been a saver his entire life, which helped position him for an early retirement at the age of 53. Yet, he faces a big challenge. Having maintained his modest lifestyle, Ben’s comfortable...