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Planning for retirement as a couple is a team sport that takes open communication, thoughtful planning and a solid financial strategy....
This up-and-down uncertainty is nerve-racking, but a look back at previous downturns shows that the markets are resilient. Here's how to ride out the turmoil....
Whether retirement is years away, a year or two out, or in the rearview mirror, here's how to handle uncertainty in your 401(k)....
You could do more harm than good if you react emotionally to volatility. Instead, consider tax-loss harvesting, Roth conversions and how to plan for next time....
Not ready to file taxes by April 15? Here's how to file an extension with the IRS. Some states have been declared federal disaster areas, providing some taxpayers automatic extensions....
If you're looking to lower the cost of how much you pay in homeowners insurance premiums, here are some tips to think about. The post How to Reduce Homeowners Insurance Costs Without Sacrificing Cover...
Advisors who impart the long view of market ups and downs help investors stick with the financial plan during turbulent times....
Just having the skills and experience to do the job isn't enough. The probate attorney you hire needs to have the right temperament for your particular case....
Higher Medicare premiums, smaller Social Security payments, bigger tax bills … Financial changes can hit hard when a spouse dies. How to counter the blow....
Look at your savings and think about work options before moving into retirement....
The cost of goods and services is certain to rise over time, making it essential to have a financial plan that will help you keep pace....
How you can avoid the 3 biggest retirement mistakes and set yourself up for a secure and meaningful retirement....
Want to pay less in taxes during retirement? You actually have more control over your tax rate than you might think. James breaks down how different investment accounts—like brokerage accounts, ...
Learn how to declutter your retirement finances by reducing unnecessary accounts and organizing for a secure future. Tips for simplifying and protecting your wealth....
You've saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These are the key points to consider....
Longevity risk is a big threat to your retirement, but there are several strategies to protect yourself from running out of money, no matter how long you live....
We feel retirement planning has never been more important, yet confidence in a secure financial future is shrinking. A March 2025 Fidelity Investments® State of Retirement Planning study reveals t...
The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know....
Many professionals find that retiring isn’t just about having enough money—it’s about feeling ready to leave behind the structure, identity, and comfort of a career. In this Root Fin...
If you’re within five years of retiring, either before or after, you’re at your most vulnerable financially. Here are steps to weather the volatility....
How to Make 500 Dollars Fast: 15 Ways to Make Quick Cash...
To reach financial independence, you need to be unconventional. When everyone else owned a car, we took public transit. When everyone else ate out, we packed our lunches. When everyone else bought a h...
Singapore offers an exceptionally high quality of life that includes vibrant culture, excellent health care and modern infrastructure....
Stagflation is a rare and challenging economic condition where slow or stagnant growth, high unemployment, and persistent inflation occur simultaneously. Typically, inflation rises when an economy is ...
You know you should rollover your old retirement account to an IRA. But do you know how to do it, and avoid pitfalls (and penalties)? The post The Rollover appeared first on Getting Your Financial Duc...
Too many people focus on visible affluence as a marker of success. Here's how to avoid succumbing to the pressure and driving yourself into debt....
Getting a will, revocable trust or other document alone won't accomplish your goals. You need to start with a holistic plan....
When your child has special needs, your retirement plan should include a plan for when you'll no longer be able to care for them yourself. A five-step guide....
My husband and I have sold our home and purchased a new construction last year, but it’s not where I want to be long-term. I would like to retire elsewhere (south) and whenever I mention the loc...
Hello all, I am now 3 months away. Thanks to all who gave me suggestions on how to "survive" the last year of my 35+ year career. I have a post-it at my work station( I work from home) that says "I am...
Buying a house can be intimidating, especially if you need more money to make a down payment. But it doesn’t need to be that way. In my several decades as a landlord and real estate investor, I ...
You’ve probably heard people say, “Rates are too high, I’ll wait to buy a house.” That’s nonsense. The truth is, there are always plenty of ways to get a lower interest r...
Money isn’t just about earning, it’s about keeping it. Some risks are worth taking, but plenty of financial mistakes will cost you more than you realize. The problem is, most people don&rs...
Is immortality achievable? With longevity science booming, you (or your children) might make it to age 150....
To cultivate a happy retirement, you need to tend to it as carefully as you would a flourishing garden, and that means making the right choices for you....
Anyone can fall victim to a financial scam, but retirees can be more vulnerable than most, so stay alert to these common tricks that could catch you off guard....
Creditors, hackers and frivolous lawsuit filers could be coming for your cryptocurrencies. These estate planning and asset protection strategies could help....
To retire like an adult, you need a responsible and dependable retirement plan. Use this 11 point checklist to see if your future is secure. The post How to Retire Like an Adult: An 11-Point Checklist...
At any moment in time, there will be an expert predicting a recession. (the CNBC Fed Survey puts the probability ... Read more...
Author Derrick Kinney explains how to escape a middle class mindset and become a millionaire....
The super-rich rely on the family dynasty model to pass assets down from generation to generation. Here's how to embrace those strategies....
If you are a U.S. citizen or permanent resident 62 or older, you can still use your Senior Pass at any and all National Parks in the U.S. Here's what the Senior Pass is and how to use it....
It was 60 years ago that perhaps the first book to encourage people to take action without attorneys was published....
Some people think inheritance means instant financial freedom. In reality, it’s easy to waste, mismanage, or lose it before it ever has a chance to build real wealth. Without a plan, a windfall ...
Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact....
I'm in my mid 60s and this is the first time that I have to make a decision about a 401k. My spouse used to be the one that handled all our financial interests, not much financials we were both poor a...
Older adults may lack protection. Here's the scoop on your risk, how to test immunity and where to find affordable boosters....
Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms. The post Stock Market Corrections, Crashes, and Bear & S...
Author and stand-up comedian Paul Ollinger shares how seeking a reasonably happy retirement makes for a greater sense of satisfaction....
? Show Notes In this episode, we explore the essential steps to setting up your retirement paycheck to ensure financial stability and confidence in your retirement years. Join us as we discuss the imp...