Showing 50 results of 963
Everyone should have a will. But should the will or a trust control most of the assets in an estate?...
I’m on my second month of retirement and keeping happy and busy. But I know my ex husband struggled when he retired because he had no hobbies at all. This book is an easy and fun read. I’m...
Forget the gold watch and glide path to the couch. Retirement has been rewritten. In this episode, James walks through the 10 biggest shifts redefining life after work—and how to replace outdate...
Using a Health Savings Account can be tax efficient way to pay for Medicare. Your CFP can help you get set up to use tax-free income to pay your Medicare premiums....
The drug coverage provided by Medicare Part D is a key part of a retiree’s health insurance, and there are many options to choose from for those who have standalone Part D plans. Since these pla...
How to Make $5,000 Fast: 10 Uncommon (But Real) Ways...
Updated for 2025: New OBBBA rules now allow 529 funds to cover physician licensing exams, board certifications, and CME expenses. ... Read more...
FROM THE ARTICLE. Get accustomed to living on a fixed income, meet with a financial adviser, and other key steps to take. By Bruce Horovitz, AARP. Published October 06, 2025. After working for a lifet...
How can you wait until age 70 for Social Security but still spend more in the years before then? Here are some ideas to try. The post How to Wait Until 70 for Social Security Without Spending Less app...
Timing is everything, and sequence of returns risk can mean the difference between a retirement nest egg that's overflowing … or empty....
Retirement is about more than finances — it’s about meaning and growth. Join us as we explore common “belief traps” that can hold you back, how to reframe your story, and expan...
Answering listener questions about moving from a national bank to a smaller local bank or credit union if you live in a more rural area, how to save up for big purchases, and whether you should try to...
Getting married changes a couple's life in more ways than one, so it's a good idea to discuss financial and legal issues like pre-/postnuptial agreements, estate plans and life insurance....
Not everything about retirement is perfect, but don't let it get you down. Here's how to make lemonade out of these three retirement "lemons."...
Choosing your Medigap plan for supplemental insurance can be a complex, confusing, and costly process. Here's how to tackle the decision....
A lot of my friends found retirement to be problematic because their identity was wrapped up in work. I didn’t want to be the same way, so I started thinking about the life after, starting about...
Episode 494 This past week I sold Disney. I think the company is plagued by bad management and is likely in trouble over the near term. In this episode I discuss how to identify Blue Chip stock busine...
Alas, we must all follow the rule of the shrinking dollar once we hit retirement. Here's how to hold onto your hard-earned money over many years....
To prevent family wealth from being eroded down the line, younger generations must be treated as active stewards of a legacy rather than passive heirs....
My husband and I plan to retire the end of 2026. As it gets closer (I know, we're talking 15 months, I like to prepare) but as I'm planning my exit from my job I'm thinking I might feel lost without m...
Earlier this month, citing the economic slowdown and tariffs, Sherwin-Williams announced that it was suspending 401(k) matches to employees. Here’s what you need to know....
401(k) balances are climbing, and more Americans than ever are reaching a major milestone: becoming 401(k) millionaires. According to recent Fidelity data, the number of 401(k) accounts with balances ...
We recently added a pressure-treated lumber ramp at the front door for my wife's wheelchair. We live in the snow belt along Lake Erie, so I am concerned about how to keep this free of snow and ice. I ...
SHOW NOTES In this episode, we tackle the often-overlooked topic of taxes in retirement with expert Erin Coe, an enrolled agent. Discover how to avoid unexpected penalties and interest on your IRA dis...
It's important you get involved in financial planning now so you're prepared and confident to make decisions when you potentially become your own financial manager....
I’m retired and my wife will stop working next year. We’re both in relatively good health. For better or worse, I’ve handled our finances soup to nuts since we’ve been married ...
Learn how to keep more of your retirement income through tax planning in step 3 of the 5 step retirement plan....
What makes you trust someone with your financial future? In this episode of Root Talks, James and Ari unpack the powerful role of intuition in building lasting relationships with financial advisors, b...
? SHOW NOTES In this episode, we focus on empowering you to navigate retirement with confidence. We break down the process of reading a Social Security statement, examining each section and its signif...
4% rule (and other "safe withdrawal" strategies) seem to assume you retire and start drawing SS at the same time. Guardrails appears to have the same assumption. On the other hand, many people recomme...
It’s almost the end of warm-weather season, a time of year punctuated by trips to the family cabin, cookouts, beach ... Read more...
How to create a proof of funds or balance confirmation for your Fidelity accounts. Don't share your account statement. The less you disclose, the better. Learn the Nuts and Bolts I put everything I us...
Retirement paves the way for a world of exciting (and intimidating) experiences. An overseas journey can be an ideal way to embrace this new phase of life....
As speculation grows that the Federal Reserve will soon start lowering interest rates, now is a good time to review your financial plans for housing, estate, taxes, investing and retirement to make th...
Answering reader questions about decumulation in retirement, how to start withdrawing from your investments, and when and if you should increase your bond allocation as you are nearing or entering ret...
We heard your feedback, and today on Your Money, Your Wealth® podcast number 546, Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing retirement for the not-so-fat wallets: Joe and Masa...
Retirement isn’t the end — it’s your greatest opening. Join us as we explore how to break free from old stories, embrace wisdom, and turn life’s challenges into a legacy of mea...
Go beyond wealth. Measure your true financial health. Explore retirement, risk, cash flow, tax, and other financial metrics. The post Beyond Chance of Success: How to Really Assess Your Financial Heal...
How to Start a Dropshipping Business As a Beginner in 10 Simple Steps...
When one spouse passes away, the survivor often faces what is known as the “widow’s tax.” It is not an official IRS tax, but the impact of moving from married to single tax brackets....
When you build a house, you never entertain the thought of skipping the fire alarms or skimping on the wiring. ... Read more...
StoryCorps has recorded conversations between thousands of people, and anyone can participate. National facilitator Alan Jinich explains how to share your story....
Planning on shopping for a new car this Labor Day weekend? Here’s how to haggle for a better price, even though you are retired....
Work friendships can boost teamwork, lift your spirits, and make the job more fun. But when you retire, these friendships can fade. Here's a look at why that happens and what you can do about it....
An interview with best-selling author/entrepreneur Robert Glazer, where we tackle topics about how to fix your life, how to avoid burnout, and how to identify your core values and live by them. The po...
Snowbird season is still a couple of months away, but if you plan to ship your car down south or across the country, here's how to avoid three common scams....
Having children comes with biological and financial consequences. It's hard to afford a family while in school, training, and early career. The post How to Survive Residency as a Single Earner with Ki...
Over the weekend, USA Today published a story about six Americans who became 401(k) millionaires without super-large salaries. All of the subjects in the story are members of this community. Thank you...
You’ve heard Joe and Big Al talk about the benefits of tax diversification in retirement. That is, having money in tax-deferred, tax-free, and taxable accounts. But what should you do if this ta...
Almost no one wants to live in a nursing home. But staying in your home as you grow older can be complicated, according to these experts....