How To
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How to Protect Your Digital Assets From Estate Tax
Jul 16 2024
Estate planning is critical to ensure heirs don't get hit with millions in estate taxes after you die. You can also protect your digital assets from litigation....
kiplinger.com
How to Handle Irrevocable Trust Assets Tax-Efficiently
Jul 15 2024
Irrevocable trusts can be structured so that trust property is either included in the potentially taxable gross estate or removed. What are the pros and cons?...
kiplinger.com
How to Write a Personal Will and Ensure It’s Legally Binding
Jul 13 2024
Today, we’re diving into something that’s not exactly fun to think about but is absolutely crucial for your financial peace: writing a personal will. Now, I know talking about writing a wi...
thinksaveretire.com
How to Achieve Financial Freedom: A Guide for Wise Money Management
Jul 11 2024
Our life decisions are often determined by the amount of money we have at the bank. Having too much means having flexibility in terms of your lifestyle. However, you could be a high-earner and, at the...
thinksaveretire.com
How to Decide the Right Time to Take Your Pension
Jul 10 2024
Learn how to calculate the impact on your pension from changing your start date and evaluate the value of your pension based on your financial situation. I recently received a question from a listener...
keilfp.com
How to Organize Your Financial Paperwork for Your Heirs
Jul 05 2024
A guide to organizing your financial paperwork so heirs have any easier time getting affairs in order....
kiplinger.com
How to Give to Charity and Also Generate Retirement Income
Jul 05 2024
Two ways to give to charity — a charitable gift annuity and a charitable remainder trust — can save you taxes and generate income....
kiplinger.com
How to Estimate Your Tax Bill in Retirement (And How to Pay it)
Jul 04 2024
David has a question about taxes in retirement: When you’re retired and no longer getting a regular paycheck from which your employer withheld tax payments on your behalf, how do you estimate th...
buzzsprout.com
How To Find The Right Guidance To Fight Your Financial Education Gap
Jun 30 2024
Shame around finances likely builds from the lack of education we have on the subject. Here's how to address your financial literacy or shame, depending on your need....
forbes.com
How To Build An Antifragile Financial Plan With 4 Buckets
Jun 30 2024
Your financial plan can be antifragile, strengthening under stress, with a 4-bucket approach....
forbes.com
Beware of Bug Bites: A Guide to Dangerous Insects and How to Stay Safe
Jun 30 2024
Bugs can be small, but dangerous! Nature's amazing ecosystem is also home to millions of insects, some of which can create serious risks to human health. From venomous spiders to disease-carrying mosq...
baby-boomer-retirement.com
How to Use Annuities for Retirement Paychecks
Jun 30 2024
Predictable income can provide stability and peace of mind. Here’s how to decide whether an annuity is right for you — and sort through the options....
kiplinger.com
How to Score a Hole in One With Your Retirement Planning
Jun 30 2024
The easy swing and follow-through of retirement planning starts with simple fundamentals. Start with your stance (aka your financial plan), choose the right club (aka asset allocation) and go from the...
kiplinger.com
How To Move Out Of The U.S.: This New Company Will Help You Live Abroad
Jun 28 2024
Want to move out of the U.S.? A new company called Expatsi is helping Americans move abroad and live their dream life....
forbes.com
How to Get the Most Out of Your Pension
Jun 27 2024
If you’re expecting a pension when you retire, your decisions on how it’s distributed could have long-term effects on your financial security....
kiplinger.com
The Economics of Sports Trading
Jun 27 2024
In sports trading, the real game is buying and selling odds to make money, like trading stocks. This guide shows how to use changing odds, supply and demand, and real-time info to your ...
thinksaveretire.com
How to Shop for Annuities Like You’re Buying a Car
Jun 26 2024
Figuring out which annuity suits you best starts with knowing what you want the annuity to do for you. Like vehicles, there are lots of options and add-ons....
kiplinger.com
How to Live a Long Life: 10 Habits of Happy and Healthy Aging
Jun 25 2024
According to Pew research, a whopping 97% of Americans believe that healthy eating habits are key to a long and healthy life. And, 98% say that it is important or somewhat important to get enough phys...
newretirement.com
How to Donate Your Life Insurance Policy to Charity
Jun 25 2024
Donating an unneeded life insurance policy to charity can extend your charitable legacy. To maximize that gift, consider methods that may reduce your tax burden....
kiplinger.com
How to Be Strategic With Your Retirement Withdrawals
Jun 25 2024
To make your savings last, you need to know how to draw from the right investment … at the right moment....
kiplinger.com
7 Strategies to Bump Up Your Retirement Date
Jun 25 2024
So, you want to retire at 60 and live until 100? Here’s how to get your financial act together....
money.usnews.com
How To Choose An Advisor
Jun 22 2024
Choosing an advisor is important to your financial future and on this episode we discuss some important considerations that you may want to incorporate in your evaluation process. Glenn is available f...
retirementroadmappodcast.podbean.com
How to Save Thousands on Car Maintenance in 2024: Expert Secrets Revealed
Jun 18 2024
Cheapest Insurance Deals for 2024 Explore and compare rates from over 50 top insurance companies, including Progressive, Travelers, AAA, and Nationwide, to find the best car insurance deals. Get Your ...
thinksaveretire.com
How to Build a Retirement Income Plan
Jun 17 2024
Sponsored Content from Sensible Money...
kiplinger.com
The Cheapest Car Insurance in 2024 (and how to save more)
Jun 17 2024
Cheapest Insurance Deals for 2024 Explore and compare rates from over 50 top insurance companies, including Progressive, Travelers, AAA, and Nationwide, to find the best car insurance deals. Get Your ...
thinksaveretire.com
Where/How to Access Funds for Pre Retirement Project?
Jun 17 2024
Where/How to Access Funds for Pre-Retirement Project? We need about 40,000 for a home improvement before we retire. Our house is almost paid off and my partner would like to age in place. To get this ...
reddit.com
Developing An Advantage In Human Communication: Truly Listening
Jun 16 2024
Understanding what’s happening from a neurological perspective, we can develop an unfair advantage in human communication by learning how to truly listen....
forbes.com
Why the Russell Small Cap Value Index Sucks (and How to Ditch It)
Jun 16 2024
By Dr. Rikki Racela, WCI Columnist When I read Dr. Jim Dahle’s excellent post on choosing the best small cap value ETF, I was floored by how different the performances of these ETFs were despite...
whitecoatinvestor.com
How to have inheritance talk with parents/children
Jun 15 2024
Honestly I wasn't sure of the best place to ask such a thing, but logic brought me here because the demographic of retiree is the one who has the wisdom to answer this question. Maybe you've been thro...
reddit.com
How to Be Open About Money in Your Marriage
Jun 14 2024
What to do when only one spouse handles the finances...
aarp.org
How to Optimize Inheritance to Your Children
Jun 14 2024
Ever wondered how to leave a lasting legacy for your kids without the taxman taking a huge chunk? FiPhysician’s Dr. ... Read more...
physicianonfire.com
How To Navigate Uncertainty in Retirement Calculations
Jun 12 2024
As a financial planner working primarily with people on the path to FIRE, preparing to retire, or making other life transitions, most people come to me for one reason more than any other. Planning can...
caniretireyet.com
How to Roll Over a 401(k)
Jun 10 2024
Here's how to roll over a 401(k) to a traditional IRA, Roth IRA or even to a Roth 401(k)....
kiplinger.com
Scams in Retirement: How to Get Fraudsters to Scram
Jun 09 2024
If a caller asks you for money or personal info like account numbers and passwords, you should hang up. Here’s how to spot scammers and protect yourself....
kiplinger.com
Are You a Money Dummy? Here’s How to Fix That
Jun 08 2024
Lots of us didn’t learn about finances in school (or at home). No worries. To get ahead, you just need to dive right in and get started....
kiplinger.com
How To Donate 80,000 Comic Books—And Get A Marvelous Tax Break
Jun 08 2024
Seven decades after he became addicted to Superman, Gary Prebula’s collection of graphic novels and comics has a permanent home at the University of Pennsylvania library....
forbes.com
441: Defining Retirement Success or Failure: How to Interpret Retirement Calculator Outputs
Jun 07 2024
What are the odds your retirement savings will last your lifetime? In the financial planning world, retirement calculators, software and simulations are often leveraged to answer this question; howeve...
retirewithpurpose.com
How To Choose The Right Home Accounting Software
Jun 05 2024
Using Excel sheets to track your finances just isn’t cutting it anymore, and let’s face it - they can be about as exciting as watching grass grow. Today, accounting software is streamlined...
thinksaveretire.com
How to Add Home Equity to Your Retirement Income Planning
Jun 05 2024
Home equity is sometimes overlooked as a viable resource in retirement. You don’t have to sell your home to find income and liquidity....
kiplinger.com
I'm not sure how to go about accessing my retirement funds
Jun 05 2024
I am 63 have enough money in investment accounts that I should be able to retire. But I am really unclear about how I go about withdrawing money to live on. I have a Schwab investment account, a tradi...
reddit.com
How To Build A $1 Million 401(k) With A Savings Strategy
Jun 03 2024
With the recent market jumps, the number of investors with $1 million in their 401(k) has also seen a boom. Here's how you can save and enjoy the next market push....
forbes.com
How To Boost Sales Bookings
Jun 02 2024
Elevating your company’s sales bookings is essential for growth and profitability, yet many professionals find it challenging to do so efficiently. A clear understanding of the sales process, co...
thinksaveretire.com
Most Seniors Have Heart Disease - How to Reduce the Risk to Your Life
Jun 01 2024
Heart Attacks Can Happen without Warning! Heart disease remains the leading cause of death worldwide, affecting millions of individuals each year. In fact, if you are over the age of 60, there is grea...
baby-boomer-retirement.com
440: The Retirement Death Zone: How to Help Protect Your Savings for the Long Run
May 31 2024
What unique challenges could you face during your retirement years? While some risks remain a constant, others can present themselves depending on where you are in your retirement planning journey. In...
retirewithpurpose.com
How to Organize Finance Life for Long-Term Success
May 30 2024
Organizing your finances can seem overwhelming, but it is entirely doable if you take the appropriate actions. Discover how to manage your finances with focused techniques for creating budgets, paying...
thinksaveretire.com
How to Assess and Sell Your Collectibles
May 29 2024
A look at how to assess and sell collectibles that you keep, including jewelry, coins, sports memorabilia and more....
kiplinger.com
How to Hack Capitalism
May 28 2024
I get requests to blurb/promote books often, but now that I have an energetic 8-month-old who just started crawling (I’m both in awe and horrified), I don’t have much time to read books. W...
millennial-revolution.com
How to Discuss Retirement When my Spouse has most of the Savings
May 27 2024
Hello all - new to the community. I am a 60 year old male in a committed relationship with my spouse. I make good money and so does she and we live in a downtown condo that has developed quite a bit o...
reddit.com
How to Save Money for Students
May 23 2024
As a student, managing your finances can feel like a challenging course all on its own. Whether you’re navigating through high school or maneuvering through the complexities of college life, kno...
thinksaveretire.com
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