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Clients across generations have different expectations of their financial advisors. Here's how everyone wins....
I am retiring at the end of April. Woohoo! Wife already retired. I have three buckets of income upon which one of the (my IRA) I am asking for ideas/advice on asset allocation. Some background: Both w...
Managing finances and money matters as a couple can be challenging. In fact, dealing with money effectively is a factor ... Read more...
Hi, unfortunately I have RMDs coming up and it will boost my retirement income, increase taxes as well as trigger IRMAA. Any recommendations on how to reduce taxable income during retirement? POTENTIA...
The solo years are critical to retirement finances, yet few retirement plans provide for the important changes of that period....
We can’t say we’re surprised. AI tools can make tedious, time-consuming, and even challenging tasks quick, simple, and painless. With that in mind, you might be wondering how you can lever...
A recent law allows tax-free rollovers from 529 plans to Roth IRAs, but there are hurdles to be cleared....
Most methods for earning money require you to work, at least to some degree. But after a long day at work, you might be looking for ways to earn that don’t require you to pick up yet another gig...
It’s called the dangerous decade of retirement planning. It’s the five years leading up to retirement… and the first five years of retirement. This is when you’ll be faced wit...
A good marriage is hard work, and money makes it harder....
Tax-savvy withdrawals in retirement are often overlooked or ignored by investors. That’s bad news when the Required Minimum Distribution (RMD) comes along and OUCH! As individuals approach retir...
Learn more about strategic ways on how to spend less money while planning for a fulfilling retirement....
Here's how to strategize withdrawals, optimize tax advantages and beat inflation ahead of a 2025 retirement....
Investing for the long haul with little cash on hand is doable, but you need a plan....
– The other day, an MMM reader stopped by and left the following comment on one of my older posts about the principles of FIRE: “While I still find some of MMM’s advice relevant, it ...
While incredibly popular in the ‘90s, recycling aluminum cans is still a beneficial habit for the earth and your wallet. Whether you’re racking up soda cans from a Diet Coke obsession or w...
We’re wired to give, so let’s do it better and let’s enjoy it more....
Learn the warning signs to identify and steer clear of senior scams....
Whether you’re saving for a special purchase, are tired of asking your parents for cash, or simply want to gain financial literacy, our curated list below will give you a head-start in finding t...
Cyber thieves are taking the digital lives of the recently deceased....
Learn how to allocate funds to receive passive income in retirement....
[Updated on January 28, 2024 with updated screenshots from TurboTax for 2023 tax filing.] When mutual funds and/or ETFs that invest in foreign countries receive dividends or interest, they have to pay...
I'm about to reach full retirement age for Soc. Security. I've been working in a kitchen for the past few years and it's now gotten too physically demanding. I'm just about to pay off debts and I will...
The post 5 Tips on How to Get Started with Estate Planning appeared first on The Retirement Solution....
Today’s pre-retirees face a tough retirement reality and will need to do their homework to live well in retirement....
How and what should we teach teenagers about money, to make the next generation financially literate? That’s what CJ in Philadelphia and Teresa want to know, today on Your Money, Your Wealth®...
[Editor's Note:At The White Coat Investor, we value the feedback of our readers. It helps us understand you, and it helps us do our jobs even better. That’s why we’d love for you to take j...
Trying to get financial control over an impaired aging parent's finances can be highly frustrating. Learn what to do as an appointed agent with power of attorney....
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...
Learn how to increase your Social Security benefit in retirement....
Nicole Cope, director of Ally Invest Advisors, explains the challenges and benefits of working with each generation on their retirement savings, from baby boomers to Gen Z....
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Live a Purposeful & Regret-Fr...
Ibotta is a free cashback app, allowing you to earn real money by scanning receipts and making online purchases. In comparison to other cashback apps we’ve reviewed, Ibotta ranks highly and is c...
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...
[Editor's Note: We’re exactly 30 days away from the best conference of the year, a gathering that could truly change your life! And since the Physician Wellness and Financial Literacy Conference...
There’s more to retirement planning than saving and investing. Don’t let these potential obstacles threaten your financial security....
Check out Jeremy’s latest podcast on retirement planning by listening on “Apple Podcasts” or “Spotify Podcasts” or read below for How to Unlock Your Ultimate Potential. S...
From "You can't retire yet" to "Your husband is gambling away your savings," here are the toughest conversations wealth managers have with their customers — and how to get through them....
Ageism puts older jobseekers at a disadvantage, but they can greatly improve their chances by talking up the advantages they offer to prospective employers...
By Dr. Jim Dahle, WCI Founder Giving money away can be an important part of the financial life of high earners like white coat investors. It can help the recipient and the giver, and we're not just ta...
I retired at age 57 last year. Nowadays I have fiduciary financial advisors to help me navigate all the complexities of being a person that has to file quarterly taxes and figure out how to best move ...
So basically I'm retiring in a couple of years. I've contacted several experts in the financial realm and honestly they came off more like salesmen than people who are experts in their field. I'm tryi...
There's something I've noticed about some people who make lots of money online—they derive the bulk of their income by selling other people on how to do something rather than doing that thing th...
Joe and Big Al spitball on investing in index funds, bonds, CDs, treasuries, annuities, net unrealized appreciation on company stock, and where to park cash right now. Plus, how do taxes, Roth convers...
Given enough time anyone can become a millionaire. Even those starting out after their 50th birthday. Keep reading to see what it takes to retire a millionaire....
Anticipating future trends can lead to smart investments. Drawing from my 20 years of real estate investing experience, I expect bidding wars to resurge in the housing market in 2024 and beyond. The m...
With affluent Baby Boomers sitting on loads of cash, intrafamily loans can be a win-win, so long as you pay attention to the tax rules and the paperwork....
Do you dream of a life where your money works for you, generating a steady stream of income without you ... Read more...
The post How to Live Off Interest Income appeared first on Millennial Money. Wondering how to live off of interest income and enjoy your golden years? For many people, retirement is a far-off, loosely...
The post How to Live Within Your Means for Financial Independence appeared first on Millennial Money. You’ve most likely heard this formula for financial independence: Live within your means by ...