Showing 50 results of 1464
Financial knowledge isn't enough. Without the X Factor, you'll never reach financial success. Here's how to get to the next level. The post The X Factor appeared first on The White Coat Investor - Inv...
Many couples are surprisingly unaware about key aspects of each other’s finances — and that can hurt them. Here’s how to get on the same page....
We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to wind up there....
Here's how to find out if you'll pay tax on your Social Security benefits....
This post is a follow-up to our post of February 13, 2025, How to Improve Decumulation Planning. Subsequent to that post, we received our copy of Retirement Planning Guidebook, by the preeminent retir...
Knowing what your three tax buckets are and how to move savings from the tax-deferred bucket to the tax-free bucket can make a big difference in retirement....
Follow this detailed walkthrough of how to report a Roth conversion in FreeTaxUSA after recharacterizing a Roth IRA contribution in the same year. Learn the Nuts and Bolts I put everything I use to ma...
Making money isn’t about grinding away at a 9-to-5, waiting for a raise that barely keeps up with inflation. The real game is figuring out how to make cash flow on your terms. Many people have t...
Gold is soaring. Here's how to add a gold IRA or ETF to your portfolio in order to hedge against inflation and volatility. But retirees should tread carefully....
Do you know the difference between tax avoidance and tax evasion? Here's how to avoid frivolous tax arguments that may land you in jail. The post What Are Frivolous Tax Arguments? appeared first on Th...
Tax language may not be overly romantic, but mastering it could render sweet rewards. Here’s how to flip a 1040 form into a love letter....
Learn how to relate your money with a sense of gratitude by using these 20 money affirmations....
Fraudulent brokerage account transfers via ACATS are rare but devastating. Learn how to protect your accounts from ACATS fraud in this case study. Learn the Nuts and Bolts I put everything I use to ma...
Retirees living abroad must complete a questionnaire every 1 to 2 years when sent by the SSA. Failure to respond can lead to the suspension of your benefits; here's how to fix it....
Learn how to turn regrets into motivation to build a better retirement with guest Lori Emerick of Aspen Group Consulting....
18 practical retirement income strategies: See what experts recommend and decide how to create a plan for your own lifetime wealth. The post Retirement Income Strategies: 18 Ideas for Lifetime Wealth ...
Here's how to decide if you are better off renting or owning a home in retirement....
Americans have a lot of value sitting in their homes. If you are among them, here is how to use your home equity to protect, grow and supplement your retirement nest egg....
Learn how to find meaning and purpose in retirement after a life in public service with retired librarian and current retirement coach Susan Hawk Schneider....
Retirement income plans often don't include late-in-life health or long-term care expenses. Here's how to cover for the unplanned withdrawals to pay for those....
Sahil Bloom of The Curiosity Chronicle a top thought leader on personal development and growth. This article reflects his thoughts on how to think about wealth....
There are hundreds of methods for how to spend from a retirement portfolio. Let's go over a few of them to see what might work best for you. The post Comparing Portfolio Withdrawal Strategies in Retir...
If you buy a car on credit, it's a negative status symbol and says you don't know how to manage money well. Here are 15 reasons to pay cash. The post Quit Buying Cars on Credit — 15 Reasons to P...
As someone who literally wrote the book on how to negotiate a severance package, I love severance case studies! The second rule of FIRE (Financial Independence Retire Early) is simple: never quit your...
Worry about the scarcity of time, money, food, etc... can be a problem in lots of situations - including retirement. Learn how to focus on what's important! The post Scarcity: Don’t Let it Steal...
Warren Buffett recently advised us parents how to talk to our kids about money—and we should listen....
Understand the basics of the federal debt ceiling and how to prepare for the X date and the financial fallout that may follow. The post What is the Debt Ceiling Crisis and 8 Ways to Prepare for Possib...
Shark Tank makes angel investing look pretty exciting on TV. Learn who should consider being an angel investor and how to mitigate the risks. The post Should Doctors Be Angel Investing? appeared first...
Housing accounts for more than a third of many seniors’ spending. Here’s how to save....
If Social Security reserves are depleted by 2033, as predicted, future benefits could be cut by as much as 21%. Here’s how to weather the impending storm....
Sometimes life throws curveballs, and you may end up retiring earlier than planned. In this episode, we dive into JP Morgan’s data on why people retire earlier than expected and discuss how to p...
Many women have no idea what their net worth is, or even how to calculate it. Many also turn to social media finfluencers for advice. Here's what to do instead....
How to invest money if you’re Gen Z...
What you don't know could cost you a fortune. Here's how to make the most of a tax-deferred retirement account and possibly save your heirs a bunch on taxes....
Even if you're young and single with no dependents, you may need some life insurance. Here's how to figure out what and how much you may need....
An ethical will is often called a legacy letter. Learn how it is different from a legal will, how to write an ethical will, and why it is important....
Expect to pay more as you age. We've got solutions for how to cover these costs, which can exceed $1,000 per month in your 60s....
Once you retire, how you pay some of your taxes can change. Here's how to get a handle on them so you don't run afoul of the IRS and face penalties....
Does anyone know who is the face of AARP? AARP is designed to be an interest group for americans age of fifty and older. I have been a mber for around ten years yet I have no idea how to contact AARP ...
Here's how to get rid of that holiday debt you racked up....
Even with Donald Trump's win, the future of the Tax Cuts and Jobs Act remains uncertain, so here's how to make the most of its provisions while you still can....
Author and podcaster Dr. Jordan Grumet explores how to create your purpose instead of waiting for it to find you....
Sneaky investment fees may delay your retirement by four years if you're not careful. Here's how to spot and rein in those fees....
Author and executor advisor David Edey shares how to prepare your estate and your executor to leave a legacy behind instead of a mess....
You've set up a trust to protect your assets and your beneficiaries, but you still must choose the right person to execute your wishes. Here's how to do that....
Here’s how to come up with the cash to buy a property in another country....
Here's what you need to know about the kiddie tax, how to figure out how much it'll cost, and whether it's required for you to pay. The post The Kiddie Tax appeared first on The White Coat Investor - ...
Learn about distribution rules for inherited IRAs and learn how to strategize your distributions for your financial goals. The post Have an Inherited IRA? Here is Your Guide to Strategizing Required W...
Cash-strapped retirees are returning to the workforce. How to prevent becoming one of them....
Sometimes a breakup is for the best. Here's how to handle 'the talk' and make the switch to a new professional who's a better fit for you....