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Alright, retirees. In the last two weeks: What thing have you gotten rid of that you’ve had for a long time but decided you have no need for? What new thing have you learned how to do, or have s...
Melanie said, 'I'd like to get a horse,' and Dana helped make that dream a reality. Here are five lessons we can learn from their adviser-client relationship....
The topic I learned the most about when studying for Certified Financial Planner (CFP) certification was tax planning. As I began working with clients, I realized this is the area I had the most to co...
Raising financially savvy kids starts with little lessons that help them understand value, patience, and sharing. This year, Halloween brought us the perfect opportunity to have fun while teaching som...
Have you ever experienced a financial setback? On this episode, we delve into this topic and provide a variety of questions to help learn lessons and a process designed to help recover Glenn is availa...
Lessons from Nobel Prize winner Daniel Kahneman's book "Noise" can help you make better financial decisions. Find out how. The post Shhhh: Hush Noise (It’s Different than Bias) for Better Financ...
It's truly wise to learn from the mistakes of others. On this episode we discuss potential lessons that could be learned by understanding the regrets of other retirees. Glenn is available for in perso...
Recently, I hit a major milestone in my journey to overcome what I like to call “frugality disease.” I spent $160 for an hour of private lessons for my two kids. In the past, I would&rsquo...
If you’re wondering How To Retire, today is your lucky day. A book titled “How To Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement” (Amazon Affiliate link) is [&hel...
Christine Benz has a new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement dropping tomorrow. I was able to get an advance copy. Spoiler alert: it’s excellent. The ...
Here's another edition of the WCI Travel Club, where readers can write about their worldly adventures and what they learned from them. The post WCI Travel Club: Momentous Trips to the Appalachian Trai...
I'm in my mid-50s. My dad is in his early 80s. My mom passed away several years ago and my brother last year, so it's just me and my dad now. What have I learned? There's early retirement and later re...
Many of us only became financially literate when we were adults. But how much would things have changed if we learned about finance as kids? The post Age-Appropriate Money Conversations: Teaching Kids...
It's been five years since we opened our plastic surgery practice. Here are all the lessons we've learned in the past half-decade. The post Our 5-Year Update After Starting a Medical Practice appeared...
I am currently 60 (F). I work full-time and based on information that I have learned in the past few months it is likely that my job/role will be ending by the end of December 2025. At that point I wi...
It can be very hard to manage an aging parent at a distance when the elder's problems fall on only one person. Learn from one who learned how to do it....
After being retired for 10 years and preaching about FIRE, I’ve learned somethings about why certain people are more resistant to FIRE than others, but overall, it’s still a mystery. In fa...
I met the blogger Frugal Professor last week when he traveled to my area for a family gathering. I learned from his blog post that he earned over $5,000 tax-free by transferring a Roth IRA to Robinhoo...
I've learned from this space that retirement brings many questions! But here is my own: We're hoping, when my husband retires in three years, to be able to buy a house outright. Is there any good reas...
No, but here’s what we learned. Writing a will can improve the transmission of wealth across generations, by preventing the dissipation of assets such as a family home when divided among multipl...
Back in the day, a college degree was essential to landing a high-paying role. But in today's increasingly digital world, this idea is outdated. Many of the skills learned in college can now be obtain...
I am 63. I just learned the term "Elder Orphan". I'm 63. Seems like I'm headed to be one. Yes is scares me. :-( Got to face that I suppose. So. What to do? Where to go? What town? What living situatio...
The pandemic had a silver lining. We all learned the importance of social interaction to our mental health and well-being. That’s why recent efforts by high school students to connect with senio...
As I look back on my career as a financial planner, I think of the diverse range of human experiences ... Read more...
Mindy and I are in NYC and work up early one morning with one goal in mind: take a great photo of the Charging Bull. I’ve been fascinated with this sculpture since I learned that the creator plo...
This was originally written in Sept 2021, it has since been updated as we’ve learned and experienced more. The main thing we’ve learned as our kids have aged? The strategies in this post w...
How we learned to stop worrying and like (if not love) the joys and challenges of living in a 55-and-over community...
A few weeks ago I was talking with my cousin, who works at a movie theater, and I asked him, "What's something that you learned while working at a movie theater that most people don't know?" He replie...
A few weeks ago Ryan Holiday released a post called 31 Lessons I've Learned about Money. The lessons are great, but I was a bit turned off by this paragraph that came right before the lessons: And I
Today, we interview a doc who shares his experience of navigating a lawsuit. While he keeps the details of the case private, he shares what he learned through this long and arduous several-year proces...
During the pandemic, calls to mental health hotlines soared. People in emotional distress learned that psychologists were booked months in advance or were completely unavailable. While COVID dramatize...
Learned that deadline to convert from Traditional to Roth for 2022 tax year was Dec 31, 2022. If one was to contribute now for 2022 as a Traditional IRA, can that all be converted into a Roth IRA when...
It’s all about perspective. Hopefully, you learned that your financial plan can withstand market downturns. If not, now you know you need to make adjustments....
After a long holiday hiatus, yoga classes picked up again at my local community center. I never thought I would be so excited about an exercise class. But, as I learned during the past few months, yog...
One of the reasons I don’t write as often these days is that my life has gradually evolved into a Personal Finance Bubble.  The people around me have learned to be purposeful with their money, ...
In my six years of publishing blog posts every Tuesday, I've never had the pleasure of releasing a post on my birthday...until now. But, rather than write one of those stereotypical "33 lessons in 33 ...
If you're thinking of getting an RV in retirement, today's post is for you. What we've learned from 3 years of RV'ing in retirement....