Showing 50 results of 1462
Severance packages can trigger Medicare enrollment deadlines. Learn how to avoid penalties and coverage gaps if you’re over 65 and leaving a job....
Answering reader questions on the Backdoor Roth IRA and the Mega Backdoor Roth, including what the Mega Backdoor Roth is, who it makes sense for, and how to make the most of it. The post Backdoor Roth...
With inflation creeping up again, here’s how to safeguard your retirement planning....
Paying off debt isn’t just about math. It’s about behavior, consistency, and knowing how to take control. These strategies range from immediate fixes to long-term habits, all aimed at acce...
Collecting full pension? Learn when and how to access your pension, avoid penalties, and locate your pension benefits. The post Collecting Full Pension: What You Need to Know About Timing and Eligibil...
Do you know who can garnish your monthly Social Security benefit? Or take the funds from your bank account? Learn how to protect your benefits from creditors....
Play should be an important component of both work and retirement. Explore why it's so important and how to do it more. The post It’s Time to Play! Why Having Fun is So Important In both Work an...
Hello, could you suggest a good book/text/article/podcast/video on how to manage your investments during retirement? I am not looking for a book or text on how to invest or to accumulate wealth. It wo...
Learn who qualifies for disability benefits and how to avoid scams that target your money. Get helpful tips and answers in this free online event. About the Event. AARP Texas and the Social Security A...
Plenty of people have been financially successful but still have huge holes in their financial plan. Let’s discuss how to close those gaps. The post Physician Finances: Fix Common Planning Gaps ...
Most people enter retirement without any idea how to manage withdrawing their savings without running out of money. Here is what you need to know....
Exploring Heather Schreiber’s 5 costly Social Security traps and exploring options of how to handle them. I’ve seen it time and again throughout my career: the intricacies of navigating So...
Retirement brings the freedom to choose how to spend your money and time. But choices made in the initial rush of excitement could create problems in future....
Long-time readers know that we’ve been playing the credit cards travel rewards game for several years now. The more we learn how to play the game more efficiently, the further the rewards have t...
Is your glass half full or half empty? Learn why financial optimism delivers better outcomes and how to develop a sunnier outlook and why optimistic realism is the sweet spot. The post Financial Optim...
What does it mean to be a “Conscious Elder?” With a strong sense of self awareness, it’s about discovering how to unlock the deeper wisdom your story has to offer. In this episode, w...
How can you use the recent market crisis to refine both your portfolioandyour character? In this episode, we discuss: Why times of turmoil are opportunities for personal growth How to reinterpret stre...
If you saw the amount of time you had left to live—whether it was one day or one year—how would you spend it? What would you worry about? In this episode, we discuss: How to let go of alwa...
How would you rate yourself on the retirement readiness scale? When you understand where you are and how to proceed, you are more likely to feel elevated confidence to and throughout retirement. In th...
What does it mean to be wealthy and wise in mid-life? Join us for part 2 of our exploration of the Wise Wealth Blueprint and discover how to pave the way for an intentional, purpose-filled life. In th...
What does it mean to be wealthy and wise in mid-life? As part of our retirement coaching process, this is your opportunity to discover how to pave the way for an intentional, purpose-filled life by le...
Steve Chen & Andy Hill discuss how to turn negative net worth into Coast FI, spark kids’ money talks & own your family time. The post Podcast 97: Money, Marriage, & Raising Financial...
Not all advisers are created equal. Here's how to find one qualified to manage your wealth and protect your legacy. From verifying credentials to trusting your gut, follow these rules to find a financ...
Forget FOMO. FOGI — Fear of Getting In — is the feeling you need to learn how to manage so you don't miss out on future investment gains....
Del Walmsley promises financial freedom through real estate. His company, Lifestyles Unlimited, teaches people how to use leverage, rental income, and mindset to retire early. But does Lifestyles Unli...
The 'Rule of $1 More' explains how to plan for critical retirement thresholds. Because "you don't want to step off a cliff just because of $1 more."...
If you're leaning toward implementing the 4% rule when it comes to withdrawals in retirement, here's how to know how to adjust as you go The post What Does It Mean to ‘Adjust as You Go’ in...
One of the biggest concerns about early retirement is how to afford healthcare without an employer-sponsored plan. It’s a valid worry, health insurance in the U.S. isn’t cheap, and medical...
Let's examine issues that group practice retirement plans may encounter and how to address them in a way that's compliant and cost-effective. The post Medical Practice Group Retirement Plans: The Good...
Few financial advisers have heard of this 401(k) withdrawal issue. Here's how to safeguard your portfolio....
Letters are going out to 103,000 Medicare beneficiaries who may have been impacted. Here's how to protect your identity and benefits....
Discover why Naval Ravikant declares attention—not money or time—the true currency of life, and learn how to reclaim yours in today’s distraction age....
You have to focus on what you can control — the inputs — and not obsess over what you can't control — the output. Here's how to do that....
School taught how to find “X” but not how to find a job. We memorized dates, passed tests, and sat through lectures, yet the stuff we actually needed? Not on the syllabus. A national poll ...
Your home is probably your biggest asset, so if you're getting a divorce, the stakes are high. Keep it? Sell it? You need to have a good plan in place for how to handle it....
tl/dr: looking for some good advice on how to overcome my financial fears and make the leap. I'm looking for a good book, website, YT videos, advice, etc. to help get beyond the psychological challeng...
How do you know you have enough—money, possessions, time, luxuries? This article outlines how to define enough....
I’ve done the money math. I’ve read this Reddit. I’ve listened to podcasts and even took a 10 week coaching course for how to thrive in retirement. So I feel “prepared”. ...
Savers with accounts like 401(k)s and I.R.A.s are required to make withdrawals starting at a certain age. Here’s how to handle that during an unpredictable stock market....
In the U.S. and worldwide, predators prey on vulnerable elders and rip them off. Awareness of how to protect them is in everyone's interest....
Your will and estate plan should leave your heirs feeling loved. An expert weighs in on how to avoid family feuds after you're gone....
Before she retires next month at age 52, Rowan in Georgia wonders how to maximize growth in her IRA, which will be funded with 72(t) early retirement withdrawals. What do Joe Anderson, CFP® and Bi...
Not all physicians or other high-income earners take their cues from John Bogle. Some have their own ideas about how to invest their money, The post Here’s Where Doctors Are Most Comfortable Inv...
Here's how to retire in Finland as a US retiree. It's ideal for those who value natural beauty, low crime and good healthcare....
If you want to switch your Medicare Advantage plan or enroll in original Medicare, you're not alone. Here's when it's a good idea and how to go about it....
Two jobs are linked to a lower Alzheimer's risk. Even if you do a different kind of work or are retired, these jobs show how to keep your mind sharp....
Unchecked health care costs in retirement could blow a hole in your savings. Here’s how to avoid that....
Discover how to navigate retirement planning while raising a family. Tips for budgeting, saving for college, and protecting your long-term goals....
There’s a reason life feels harder than it used to. It’s not just inflation or rent, it’s the fact that a lot of people hit adulthood without knowing how to actually be an adult. Boo...
An interview with WCI friend, Dr. Cory Fawcett, where we discuss how he set his goal to be financially independent by 50 years old and how to avoid burnout while finding real joy in what you do. The p...