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Medicine has traversed beyond the confines of a hospital. The opportunities available for physicians regarding side gigs and alternate career ... Read more...
I'll be retiring very soon at 60. This will be prior to the ACA open enrollment period. Loss of employer based health care is a qualifying life event for ACA enrollment, but from what I can gather, yo...
Online financial fraud is growing fast, while crypto and speedy money transfers are making it tougher to recover stolen funds. Here are tips for staying safe....
Younger generations sometimes face an uphill battle to buy their first home. Here’s how to decide if you can help — or if you should....
I want to be a good dad and I try hard to be one. It’s not easy but I try to be present. I love my kids and my wife very much. Nearly my entire motivation for wanting to retire early is to have ...
As a Chartered Financial Analyst (CFA) with over 20 years of experience in finance, including managing Investment Risk and Investment Product Teams, I’ve seen countless individuals make costly m...
The wider array of investment choices in SDBAs could help a savvy investor grow their nest egg faster than they could with a traditional 401(k) retirement plan....
How do you begin to save for your children to go to college? With the rising costs of college education, is it worth the monetary commitment? Including tuition & fees, room & board, books &...
It can be very hard to manage an aging parent at a distance when the elder's problems fall on only one person. Learn from one who learned how to do it....
Retirement is hard for many people. Learn how to let go in order to move on,...
Can Claire and her husband retire early at age 60? Today on Your Money, Your Wealth® podcast number 490, Joe Anderson, CFP® and Big Al Clopine, CPA spitball for them and explain how to calcula...
Older adults are especially vulnerable, so it's important to help loved ones guard against financial fraud, particularly if they're experiencing cognitive decline....
When you're gone, you want your heirs to be happy and successful and for your life's legacy to live on. Creative estate planning can help with all of that....
When you're paid less, it's hard to get by, much less save for retirement. And your Social Security benefit could be lower, too. What's a woman to do? Invest....
Breaking down the 4 steps of the "live to 100" strategy as life expectancy increases and conventional retirement wisdom struggles to keep up. Average life expectancy in the United States rises with ea...
What’s the biggest risk to your retirement savings today? Most people think it’s inflation, the cost of healthcare, or taxes. But according to BARRON’S Magazine… The biggest t...
No one can exactly predict the direction of interest, although we can make educated guesses. According to a recent article ... Read more...
Learn how to protect retirement assets from financial elder abuse....
Retirement offers opportunities and adventures if you change your perspective....
Starting at age 45 in 2022, I consciously started focusing on decumulating wealth. I realized that my life was likely half over, and I needed to start spending more to prevent dying with too much mone...
Kiplinger explains what to watch out for in jewelry to invest in, how to find the goods, and how to have some fun with jewelry investments....
Investing in your professional network pays off in the future because meaningful relationships are the top predictor of a long, happy life. Here's how to start....
An interview with Marita McCahill who shares her expertise around the importance of learning how to market yourself online as a doc and how to market your practice. Also answering reader questions, in...
Roth conversions can be an effective strategy for creating tax-free income in retirement. But Roth conversions can also get complex, and if you’re not careful it’s easy to make mistakes th...
Pickleball's simplicity and health benefits make it an ideal choice for retirees who want to stay active and engaged....
When a loved one needs a little (or a lot of) help, take heart. You have options. Here's where to start looking for the support you need....
The concept of risk-adjusted returns is important to understand. While calculating returns is relatively standard, risk is harder to measure. The post How to Risk-Adjust Returns appeared first on The ...
A good financial adviser will focus on how your financial planning and investment strategy align with your lifestyle and aspirations....
Let’s say you’ve recently come into a lump sum of money. Maybe a relative passed away and left you an inheritance. Perhaps you finally saved up from your job. Regardless of the source, you...
Retirement savers can reap benefits in the conversion if they are able to pay a tax now....
For many individuals, the dream of retiring early is a goal worth striving for. Whether it’s pursuing passions, spending more time with loved ones, or exploring new adventures, early retirement ...
How is Kimberly’s strategy for reducing her retirement taxes by doing Roth conversions and qualified charitable distributions? Is Patrick’s tax loss harvesting transaction a wash sale? At ...
So I'm a little ways out from retiring. I'm planning on buying a house soon. I'm going to have to continue paying on the house through part-time contracting work even after I retire from my full-time ...
Ok retired 3 days ago. Married, both retired. I m no financial brain surgeon so please be aware of this. So i retired half-way through the year and have to figure out our tax bracket. I don’t wa...
Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation....
Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?...
Today, we’re diving into something that’s not exactly fun to think about but is absolutely crucial for your financial peace: writing a personal will. Now, I know talking about writing a wi...
Our life decisions are often determined by the amount of money we have at the bank. Having too much means having flexibility in terms of your lifestyle. However, you could be a high-earner and, at the...
Learn how to calculate the impact on your pension from changing your start date and evaluate the value of your pension based on your financial situation. I recently received a question from a listener...
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order....
Two ways to give to charity — a charitable gift annuity and a charitable remainder trust — can save you taxes and generate income....
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...
Shame around finances likely builds from the lack of education we have on the subject. Here's how to address your financial literacy or shame, depending on your need....
Your financial plan can be antifragile, strengthening under stress, with a 4-bucket approach....
Bugs can be small, but dangerous! Nature's amazing ecosystem is also home to millions of insects, some of which can create serious risks to human health. From venomous spiders to disease-carrying mosq...
Predictable income can provide stability and peace of mind. Here’s how to decide whether an annuity is right for you — and sort through the options....
The easy swing and follow-through of retirement planning starts with simple fundamentals. Start with your stance (aka your financial plan), choose the right club (aka asset allocation) and go from the...
Want to move out of the U.S.? A new company called Expatsi is helping Americans move abroad and live their dream life....