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Despite seeing a few positive days to begin the new year, investors are still in the midst of the longest bear market in nearly 15 years and plenty of economic doubt and uncertainty remains in 2023. T...
No matter how experienced you are with money, there's always room to grow and learn. It's a characteristic you'll find in the most successful people, including one of the greatest investors of all tim...
Life expectancy has risen sharply since 65 was set as the age to stop working. You might need to support yourself for 30 years or more. Here's how to prepare.
By coordinating withdrawals from retirement accounts to keep your income below certain thresholds, you can save on taxes and benefit from valuable deductions.
Hackers are targeting your retirement savings — and they need little more than your email account or cellphone number to gain access. Here's how to stay safe.
Every debt payoff plan runs into the same fork: pay off debt or save for retirement first? It shows up late at night after a strong month, when there’s finally money to spare and no clear answer for w...
Traveling can be fun at any age. You just need a little preparation.
Discover how a 69-year-old engineer can successfully convert a $1.2 million IRA to a Roth before RMDs begin. Learn about IRMAA, tax issues and legacy planning.
Hello, all: When I retired at the end of May 2024, I was under 65, but my wife was not - she started Medicare Parts A, B, and D June 1, 2024. Because of my pre-retirement income, she was slapped with ...
This is the C-SPAN feed of the Senate Finance Meeting on August 05, 2026 on Social Security Solvency. You can watch it or listen to it - reading gets a bit dry plus it is from uncorrected text. CSPAN ...
Far too many investors take either too much or too little investing risk for their goals. Here's how to get to the right level for you. The post An Appropriate Amount of Investing Risk appeared first ...
It's a mess right now in the medical school private student loan space. Here's how WCI is trying to help—and what you can do as well. The post How to Get Private Medical School Loans (and a Rant About...
Headlines say Social Security is going bankrupt, but the real story is far more nuanced, and understanding it could help you make smarter retirement decisions before it's too late. In this episode, yo...
The average 401(k) millionaire hits that mark around 59. See the moves that build wealth fastest after 50. The post How to Build Wealth After 50: The 20 Key Rules appeared first on Boldin.
Some parents may feel obligated to help their adult children – but that support may be doing more harm than good.
A market drop in your first retirement years can cost tens of thousands, even with the same average return. See why, backed by FINRA research. The post Sequence of Returns Risk: How to Protect Your Sa...
Learn how to tap Medicaid or other programs for income in this week's Wealth Wise advice column. You may be able to balance caregiving with your career.
Ever since two park rangers approached me at an empty public court while I was teaching my own children tennis, I've been thinking about how to make sure it doesn’t happen again. Not just to me. To an...
RMDs can have a serious knock-on effect on your finances in retirement. The key is knowing what's at stake and taking action way before the IRS comes calling.
The 30-year retirement rule is outdated. Is your tax strategy ready for what comes next?
Conventional rules don't count savings, lack of debt or credit score as much as a monthly income. But there are alternative routes you can take.
Retirement can be nerve-racking, even if you're good with money. Rebuild your confidence by learning how retirement income, investments and taxes work together.
The most important aspect of investing is not returns; it's risk management. And that is important to think about when investing in bonds. The post How to Invest in Bonds appeared first on The White C...
I "semi-retired" in early 2025. I've continued working 20 hours a week for my former employer as an independent contractor on a 1099. After working for 40 years, I was "institutionalized" (reference t...
I critique the popular investment strategy known as Risk Parity, noting that it is filled with misconceptions and inefficiencies. The author argues that recent performance has been disappointing, espe...
An interview with Jeff Wingate—president of Rate Insurance—where we discuss how home, auto, renters, and umbrella insurance work; why homeowners insurance premiums have risen so sharply; and how to ma...
Learn what families need to be aware of when following the FIRE movement.
A new CMS program finally brings Wegovy and Zepbound within reach for seniors. But a hidden rule about your deductible could cost you thousands.
The IRS penalizes taxpayers who did not take their full required minimum distributions. IRA owners should know about the penalty and how to avoid or minimize it.
Here's a step-by-step process (with screenshots) on how to open a 530A (Trump) account for the children in your family. The post How to Open a 530A (Trump) Account for Your Child appeared first on The...
Everyone says to "invest for the long term," but what does that actually mean when you're approaching or living in retirement? As part of our "By the Numbers" series, in this episode, you'll learn: Wh...
Talking with your parents about their money can be awkward, but it's necessary to know what's up as they get older. These tips can help.
There are no two ways about it: Inflation will affect your retirement savings. But you can plan for rising costs without losing the lifestyle you want.
So as I plan for retirement I've been watching a lot of YT videos about it. And they seem to be split into 2 opposing camps. First: Retire now, time is the only irreplaceable resource, most retirees d...
Parents planning to leave money to their children fear one thing: Will wealth make their character or break it? There are some practical ways to find out.
Here's the info a physician needs to manage student loan debt, including private and federal loans, PSLF, RAP, IBR, and how to pay them off. The post Student Loans 101: Ultimate Guide to Student Loans...
Many retirees have built enough wealth to be secure. The harder challenge is learning how to trust the life their discipline has made possible.
Everyone tells caregivers to look after themselves, but rarely explains how. If you're exhausted from looking after a loved one, here is how to actually find relief.
More than half of Americans in their 40s are considered the "sandwich" generation, supporting both their aging parents and raising kids. Here is how financial advisors can support them.
Answering reader questions about what to evaluate when considering a partnership opportunity, what the financial priorities are for new attendings, and how to manage a large financial windfall. The po...
What if one simple exercise could help you uncover what truly brings you joy, clarify your purpose, and shape a more meaningful retirement? As part of our "Freedom After 50" series, author Jet Vertz s...
Two 2026 surveys put the number at $1.2 million and $1.46 million, $260,000 apart. Here’s why, and how to find your number. The post Is the Magic Number for Retirement $1.2 Million or $1.46 Million? a...
If you're the only child of aging parents, decisions about care and financial affairs may fall to you. These are the risks — and the conversations to have now.
From phony family emergencies to fake investments, fraudsters know all the tricks and have modern technology up their sleeves. Here's how to stay safe.
I've sat with 100 retirees, and the biggest regret almost never has anything to do with a bad investment. It's something I call the momentum trap. At 62, every single signal tells you to keep going, a...
Money will only get you so far in the pursuit of happiness. Find out how to make the shift from accumulating wealth to living a life that brings you real joy.
Delaying can increase your benefit, but whether that's worthwhile in the long run depends on other factors.
If you want to use an inheritance to create a charitable legacy, how can you ensure younger generations will carry your wishes forward?
Once you're financially independent, you don't need more books on how to get rich. You need someone to teach you how to be rich. The post 5 Books to Read When You Have ‘Enough’ and Need to Learn How t...
Choosing when to file for Social Security isn't about hitting age 62, 67, or 70—it's personal. Here's how to find the best filing age for you and your spouse.