Showing 50 results of 299
Apr 01 2024
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....
kiplinger.com
Mar 31 2024
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....
forbes.com
Mar 30 2024
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....
forbes.com
Mar 29 2024
Here's everything you need to know about how to buy precious metals in self-directed IRA....
money.com
Mar 29 2024
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....
kiplinger.com
Mar 29 2024
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...
community.aarp.org
Mar 28 2024
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...
rogerwhitney.libsyn.com
Mar 27 2024
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...
financialsymmetry.com
Mar 27 2024
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...
reddit.com
Mar 26 2024
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....
kiplinger.com
Mar 26 2024
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...
purefinancial.com
Mar 26 2024
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...
buzzsprout.com
Mar 25 2024
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...
reddit.com
Mar 23 2024
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....
kiplinger.com
Mar 23 2024
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....
forbes.com
Mar 22 2024
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...
moneysense.ca
Mar 22 2024
Moving from the first half of life into the second half can be a confusing and rocky experience. In this episode, we discuss: The role that “ego” plays in our lives How to find meaning as ...
retirewithpurpose.com
Mar 21 2024
Avoid penalties and minimize taxes when you pull money out of your 401(k) or IRA....
money.usnews.com
Mar 20 2024
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...
rogerwhitney.libsyn.com
Mar 17 2024
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...
thefinancebuff.com
Mar 16 2024
Optimum location for assets: IRA, Roth IRA, taxable account...
forbes.com
Mar 15 2024
In a world where wealth is often equated with success and happiness and social media distorts reality, our perception of money can become distorted. While many are familiar with body dysmorphia—...
newretirement.com
Mar 15 2024
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...
baby-boomer-retirement.com
Mar 15 2024
Life transitions are unavoidable. In this episode, we discuss how to navigate these transitions in a healthy way. Join us as we discuss: How life transitions affect us psychologically, emotionally, an...
retirewithpurpose.com
Mar 15 2024
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...
keenonretirement.libsyn.com
Mar 14 2024
Link to the online article Wondering how to overcome retirement obstacles? While the journey may bring setbacks, with careful planning, you can surmount them. If you’ve ever embarked on a big un...
wiserwomen.org
Mar 14 2024
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&...
reddit.com
Mar 09 2024
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...
thinksaveretire.com
Mar 06 2024
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...
keilfp.com
Mar 04 2024
“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...
millennial-revolution.com
Mar 02 2024
One of the most critical decisions we make once we decide to retire is decisions related to Social Security. Specifically, ... Read more...
physicianonfire.com
Feb 29 2024
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...
bossretirement.com
Feb 29 2024
Choosing the perfect retirement destination is actually a deeply personal and multifaceted decision. And, frankly most people love where they already live. However, if you want to relocate, you’...
newretirement.com
Feb 29 2024
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....
forbes.com
Feb 29 2024
Understand the money implications of a government shutdown....
money.usnews.com
Feb 27 2024
As a busy physician, you don’t have a lot of time to spend on carefully optimizing the tax efficiency of ... Read more...
physicianonfire.com
Feb 27 2024
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...
millennial-revolution.com
Feb 26 2024
Clients across generations have different expectations of their financial advisors. Here's how everyone wins....
financial-planning.com
Feb 26 2024
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...
reddit.com
Feb 25 2024
Managing finances and money matters as a couple can be challenging. In fact, dealing with money effectively is a factor ... Read more...
physicianonfire.com
Feb 25 2024
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...
reddit.com
Feb 22 2024
The solo years are critical to retirement finances, yet few retirement plans provide for the important changes of that period....
forbes.com
Feb 20 2024
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...
thinksaveretire.com
Feb 20 2024
A recent law allows tax-free rollovers from 529 plans to Roth IRAs, but there are hurdles to be cleared....
forbes.com
Feb 18 2024
Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...
wiserwomen.org
Feb 18 2024
Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...
wiserwomen.org
Feb 18 2024
Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...
wiserwomen.org
Feb 18 2024
Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...
wiserwomen.org
Feb 18 2024
Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...
wiserwomen.org
Feb 18 2024
Link to this article By Kathy L. Lee, Assistant Professor of Gerontological Social Work, University of Texas at Arlington for The Conversation Millions of Americans havebecome informal family caregive...
wiserwomen.org
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