Showing 50 results of 1030
To simplify the future for yourself and your heirs, put a financial contingency plan in place. The peace of mind you'll get is well worth the effort....
Learn how climate disasters could impact your retirement and take steps now to protect your health and wealth from possible negative impacts. The post Climate Disasters: How to Protect Your Money, Hom...
If you know you need to make some changes in order to increase retirement savings in 2025, then keep reading. We’ve compiled 9 potential changes you can make to your saving, spending, and invest...
Does anyone know who is the face of AARP? AARP is designed to be an interest group for americans age of fifty and older. I have been a mber for around ten years yet I have no idea how to contact AARP ...
How does one retire? There’s the simple answer: you stop working when you decide your career is over. Now you’re ... Read more...
I am a 75 year old retired father who would like to understand how to efficiently withdrawal from my two accounts. Here is more information about my current situation. Debt: No debt and house is fully...
In this episode of Root Talks, James and Ari dive into the reality that retirement planning can be tricky, with the fear of running out of money and the regret of underspending often at odds. The key ...
LJ and Kelly share their inspiring journey of embracing a retirement lifestyle before fully retiring. Motivated by Kelly’s experiences as a physical therapist, witnessing many patients unable to...
Author and podcaster Dr. Jordan Grumet explores how to create your purpose instead of waiting for it to find you....
Other families, especially high-net-worth ones, can benefit from Johanna and Antonia Bennett's experience encountering estate disagreements....
You really can defer RMDs and lower taxes while at the same time increasing the long-term growth of your IRA. Here's how....
As you think about your financial future in this new age of longevity, a strong plan means more than just asking if you have enough....
For doctors, Boxing Day might feel like a unicorn of a holiday – mystical, fleeting, and possibly fictitious. By the ... Read more...
Author and estate planning expert Mark Shiller shares how to leave wealth to your kids and prepare them for success...
Retirement is an exciting milestone, but it often comes with common fears. With proper planning, these concerns can be addressed to ensure a fulfilling and secure new chapter. Here are five major reti...
As the holiday season approaches, many of us find ourselves thinking about gifts. While gifts can come in many forms, monetary gifts often cause the most confusion. In this episode of Financial Symmet...
Aging parents can use threats, money and power plays to manipulate adult children. Recognize what this behavior means and what choices you can make to handle it....
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...