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There are strategies to keep your kids in school. Start by having a frank talk with your financial aid officer....
Considered the country’s leading experts on Social Security, find out how to maximize your benefits with Retirement Brothers Ryan and Tyson Thacker. By:Spotlight Television The Retirement Brothe...
In today's world, where environmental concerns are paramount and financial stability is crucial, adopting eco-friendly driving practices not only benefits the planet but also your wallet. With rising ...
Financial software is crucial for enterprises to manage their accounting, investments, payroll, and other monetary operations. As enterprises grow larger and more complex, their need for robust and fl...
Learn effective money management strategies for retirement, covering savings, investments, and budgeting for a secure and fulfilling future....
Even if you got a late start on your nest egg, you can still take steps to ensure a comfortable retirement....
Let’s compare traditional IRAs, traditional 401(k)s, Roth IRAs and Roth 401(k)s. Which might work best for you could depend on your income and tax status....
If you’re retired and living abroad, don’t play long-distance games with your banking and investments....
Most soon-to-be retirees have a broad understanding of the differences between living off their assets and living off a monthly paycheck. But making that switch and adjusting to new spending habits ca...
We can't currently cure or stop dementia but we are likely to be able to prevent it, or reduce our risk. Experts offer tips on how to do it. Start small, keep going...
One of America’s richest self-made women talks about starting a business as an older adult, and how to live longer while doing more....
Here are a scam's red flags and how to report it if someone tries to scam you. The first things to do if a scammer contacts you: Remain calm and ignore them....
For a growing number of older adults, debt has become an unwelcome financial burden. There are ways to pay it down....
Deciding how much of your wealth to give to charity or your kids depends on your life stage. Here are key considerations based on age....
After years as an industry leader, I am trying to figure out if/how to use Linkedin now that I am retired. Do I just lurk and see what my former colleagues, friends, former employers, and former compe...
Here is the secret sauce for how to retire early. Just be sure it's what you really want....
Here are some do’s and don’ts (plus a never) for when it comes time to create your retirement income plan....
Using after-tax savings to buy an immediate annuity could shift your taxes on income to later years, when you might have expenses that can offset higher taxes....
Should you appoint your new spouse or a child from your previous marriage? It all comes down to who will make the best decisions that are right for you....
Burnout is a constant threat in self-employment. To protect against it, you must turn your income into wealth by investing in the markets, business or real estate....
Robinhood is offering a 3% match when you transfer an IRA to its platform. We look at the terms of this deal and how easy it is to transfer an IRA to Robinhood....
Here's everything you need to know about how to buy precious metals in self-directed IRA....
When retirement planning, it’s best to expect to do the big (and more expensive) stuff early on, when you’re healthier, then slow things down as you get older....
ANY COMMENTS? ? WELL, MY FAMILY SEEMS TO DIE IN THEIR 80'S EXCEPT FOR MY GRANDMA - AGE 104! I LIKE THIS SUGGESTION: Build income streams. FROM THE ARTICLE - SEE ARTICLE FOR MORE. More Americans are re...
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...
Retirement can hit us with numerous curveballs. One of those could happen right out of the gate–being forced with an early retirement. We all know that layoffs are part of the corporate landscap...
I am 66 and retired for two years. I've owned whole life policies for over 30 years and have accumulated a cash value of +400k. (I know, it was a bad investment, but here we are). Death benefit is abo...
Figuring out when it’s time and knowing how to talk about it are just the start. You also need info about estate plans, insurance and health care decisions....
Jimmy in Wisconsin will have a pension, Social Security, and a seven year retirement shortfall. How should he cover it? Skipper in Texas has some unusual pension options, which makes the most sense fo...
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...
I soon will be selling my house to move into an apartment. I'm very excited for the move as the joys of homeownership have been getting less joyful. In the next couple of years, I may (or may not) dec...
Estate planning can be a sensitive topic for families to talk about. Here's how to get past the awkwardness and discuss estate planning with your family....
Too many people get wills, trusts, powers of attorney and healthcare directives drawn up and then fail to sign them. Here's how to get past that....
As I wrote in my previous column on Fred Vettese’s PERC, I’ve reached the age when my registered retirement savings plan (RRSP) will soon have to be converted to a registered retirement in...
Avoid penalties and minimize taxes when you pull money out of your 401(k) or IRA....
For the past ten years, we have been exploring how to do retirement right so that you can get down to the business of living a great life. This is why this month we have had a series of special guests...
Selling a short box spread is a way to get a loan at a good rate using your investments as collateral. I sold some short box spreads to get cash for building a home because I didn’t want to sell...
Optimum location for assets: IRA, Roth IRA, taxable account...
You may want to research a knee replacement or other medical problem you have. Whenever our doctors tell my husband or me about a new health problem, the first thing we do is ask the doctor to give us...
If you go back and skim the 200-plus episodes we've recorded of Keen on Retirement, you'll notice that every year or so, we devote an episode to the latest financial frauds and scams that are making t...
After 40 years living in our home, we’re selling and relocating to an apartment to be closer to family. Our home is modest and small so we’re not forfeiting too much square footage. But I&...
If you’re wondering how to make a lot of money, you’re in the right place. Here are five of our favorite ways to make lots of money, and save a lot of money. With these 7 tips, you could p...
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Make the Most of Retirement by Un...
“Travelling with an infant is hell. You’d be crazy to do it. You’d just need a vacation from the vacation.” “Taking care of a baby is hard. Why make it harder by travelli...
One of the most critical decisions we make once we decide to retire is decisions related to Social Security. Specifically, ... Read more...
These Retirement Brothers are solving the retirement crisis. Coming up on Fox Business is a special episode on how to get the most out of your Social Security benefits. By:Spotlight Television NEW YOR...
Depending on what you want to do next in your career will dictate the costs that you can expect. Planning for those costs will be key to your financial life....
Understand the money implications of a government shutdown....
As a busy physician, you don’t have a lot of time to spend on carefully optimizing the tax efficiency of ... Read more...
Back in 2016 when this blog was first starting to take off, I ran a weekly series of articles called the Investment Workshop, where I showed people step-by-step how to build and manage an ETF-based po...