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Some days it’s just a gym visit and the grocery store, and those days are the hard ones. Theoretically, it should be gym, tidying and purging, reading, tv, dinner, Duolingo, but more often it&rs...
How much money have you saved in your IRA and 401K? Making contributions to one of these tax-deferred retirement accounts is the easy part. But withdrawing this money in retirement gets complicated. T...
Your retirement plan can stay on track when you avoid these big mistakes....
In this article, we show you How To FI: Reaching financial independence is a goal that everyone should strive towards. Financial independence, also known as FI, means finally having the freedom to liv...
By Dr. Gretchen Green, Guest Writer Many physicians see patients and perform procedures and then get paid every few weeks, often without having had direct conversations with patients about cost. We ma...
It is crucially important for investors to understand the true, more complicated, nature of retirement. Learn more on calculating your retirement number here....
November 16, 2022 — With people more and more willing to travel these days, some of those trips will be to explore active adult or 55+ communities as potential places to retire. We have just upd...
Hint: It’s a little different than the usual retirement planning. When you want to retire early, there are a few extra considerations you need to think through....
A common question I get asked from individuals who started investing later in life is: How do I make up for lost time? Is there a better option than 'save as much as you can'? If you had asked me this...
Retirement is a goal for most workers, but it can feel like a distant dream for many. These seven tips can help get you on the right path to meet your retirement needs....
Here you’ll find tips for what you can do to improve your ability to save and what goals you should be aiming for starting today...
The most important step for retirement is to simply start saving for it. Get five actionable strategies to kick off your retirement planning....
Does the following quote seem accurate to you? Throughout the pandemic, the nation lacked a uniform policy about gathering places, and there was no central authority with the power to make and enforce...
If you're wondering "How to get health insurance in retirement", this post is for you. It's the story of what we did when our COBRA expired....
Many widows and widowers get short-changed on their monthly Social Security checks because they don't know the rules. Here's how to maximize what you can get....
Next time you hear "people used to have a pension," think "people used to save 15-20% of their pay." Nothing stops you from doing so today, unless you don't want to....
Today, a reader struggles with the question of how to find your passion in retirement. With two years to go, he shares what he's doing....
If you're thinking of getting an RV in retirement, today's post is for you. What we've learned from 3 years of RV'ing in retirement....
An expert in the field of retirement planning shares his perspective on how to find fulfillment in retirement. His advice is worth heeding....
Big Pharma spends billions to get you to ask for brand-name drugs. Here’s how to protect your wallet.
I'm getting close, about 75 days from early retirement. I've been working at the same place for the past 25 years, and much of my life, both work life and personal life, is documented on my Outlook Ca...
What if one of the keys to a happier, more meaningful retirement isn't doing more, but becoming more curious about the people and world around you? In this episode, psychology professor Dr. March Schu...
Nobody wants to run out of money in retirement. Here's what happens if you do, and how to lower the odds.
You've aced saving for retirement, but having to spend your money may come as a shock. This is what's likely to trip you up and how to adjust your habits.
Strategies used to avoid probate can unintentionally override other parts of an estate plan. Here's how to ensure your loved ones receive assets as intended.
It was a surprise, but we're financially ready just not for the whole scope of it. Our entire household has been on his schedule all these years from getting up at 4:30 am to being quiet at 8:30 pm. H...
Learn why 401k asset allocation by age is just a starting point and how to build a personalized retirement portfolio.
Five popular and curated newsletters focused on how to live a meaningful life at any age and stage of life.
Election cycles can stir up some intense emotions. And while everyone is entitled to have their individual beliefs, as well as causes and candidates that they support, there's one area where we all ne...
The federal estate tax might not touch your $5 million portfolio, but other issues can easily shrink your family's windfall. Here’s how to protect it.
Marginal tax rates drive choices about investment portfolios, Roth accounts, side gigs and charitable donations. Here’s how to calculate yours before you make any moves.
Disciplined savers may need to learn how to confidently use the wealth they've accumulated. Here's how you can maximize your money in retirement.
More retirees are afraid of outliving their savings. Why the problem might not always lie in their savings. Here's how to turn your wealth into reliable income.
Today, I'm excited to welcome Dr. Lorraine Besser to the podcast. Lorraine is a philosopher and author of The Art of Interesting: What We Miss in Our Pursuit of the Good Life and How to Cultivate It. ...
Women can find it hard to take center stage in their own retirement plan. Here's how to take care of those you love while building a life you love, too.
Your financial plan may need to support you for 35 years of retirement, not 25. Here's how to redo the maths on withdrawals, inflation and lifetime income.
Peter Lazaroff, Chief Investment Officer of PlanCorp and author of The Perfect Portfolio, joins Roger to explore what makes a portfolio “perfect.” The answer isn’t a mathematically optimized portfolio...
Before you splurge, learn where to park your cash, the rules for inherited IRAs and 401(k)s and how to avoid costly tax mistakes on a $1 million windfall.
Conflict among adult children over their parents' estate is all too common — and Mom and Dad’s worst nightmare. Here's how to ensure the kids won’t fight after you’re gone.
Eligible education workers can contribute to 403(b) and 457(b) plans, giving them flexibility when deciding how to save and use retirement funds.
Giving your adult children or grandchildren a massive cash gift can sabotage the financial independence you hope to build. Here is how to restructure your legacy with incentive trusts.
When clients' retirement transition is harder than they expected, a "ready, shoot, aim" approach to income withdrawals is often to blame. Here's how to fix it.
High borrowing costs are freezing mobility for aging homeowners. Here’s how to access your home equity without wiping out your savings.
You may be helping aging parents with medical expenses and adult children with living costs. How to care for your family without sacrificing your retirement.
Most of the time, the information we give helps you get rich. Today, we're going to talk about how to feel rich. It can be surprisingly hard. The post 10 Ways to Feel Rich appeared first on The White ...
Before it reaches younger heirs, $54 trillion will move horizontally to surviving spouses. Here is how to prepare.
Learn how to read your annual Medicare notices, track critical deadlines and choose the right health and drug coverage before the December 7 deadline.
As longevity increases, we are experiencing more life disruptions and faster. They are "stacking" causing more anxiety. This article describes how to increase resilience.
You’re stretched thin, and she has millions. This week's Wealth Wise advice column asks experts how to handle the financial and emotional rules of taking money from your parents.
Average home equity is $310,000 in 2026, but mostly sits untapped. See how it breaks down by state and income, and how to put yours to work. The post Average Home Equity in 2026: What Homeowners Have ...