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On another thread someone mentioned selling their large home upon retiring and using the proceeds to rent an apartment. I've also seen posts of people selling their larger home and purchasing a condo,...
The closer you are to retirement the hard it will be to recover from costly financial mistakes. From medicare to taxes to investing, retirement planning is complex.
From what I’ve seen firsthand since retiring, there seems to be an interesting divide after the initial “this feels like a vacation” stage wears off. Some people stay fully retired. They may travel, p...
At the end of the year, I am retiring at 60 (wife retired last year). We have a 5 year pension that starts in January and essentially replaces my income. We have always lived below our means and will ...
Semi-retiring gave me time to organize my estate plan. Here is my simple 3-step checklist
Considering retiring next year. After bills we're looking at roughly $900 to $1,000 "extra" cash each month. VA, SS, 401k distribution and pensions are the income streams. Bill include setting aside f...
I am looking to possibly retire to Pennsylvania. I’m not sure which part though. I am originally from Western PA but haven’t been back for 40 years. Any thoughts of what part of PA is good for retiree...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing Roth conversions from every angle today on ...
Tuesday, August 18 - Monday, August 24, 2026 Most Commented score comments title & link 336 221 comments How to dump stuff and downsize 33 48 comments Foreign travel- no bucket list, desires fluctuate...
Who better to explain the taxes and other costs that newcomers to Florida may not expect than a wealth manager who's lived and worked there for 30 years?
Free retirement training for people within 10 years of retirement and $1M+ saved. Watch “The Sequoia System Training” here: https://learn.rootfinancial.com/6b74ff ======================= Andrew and El...
Your 50s mark the start of a critical retirement planning window. For those with significant wealth in an ESOP, failing to plan can get expensive.
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Each of the questions Joe Anderson, CFP® and Big Al Clopine, CPA are spitballing today on Your Money, ...
David Chilton is retiring at 65 after four decades in personal finance. He shares why he’s stepping back and what comes next. The post The Wealthy Barber retires appeared first on MoneySense.
Over the years, my bed times have changed a lot. Back when I was working and attending customers on site, I might be getting up as early as 5am, although I'd generally prefer to travel the night befor...
61M here. Thinking of retiring in the next 2 to 4 years. Just wondering if there were any mistakes/regrets that you wish you had taken into account in hindsight about retirement. Honestly, I’m not int...
Women should move beyond simple saving to a strategy that optimizes taxes, asset location and diversification, so every dollar works toward long-term goals.
With $4 million saved, a couple wants a bigger home for their teens before retiring in eight years. In this week's Wealth Wise advice column, advisers reveal why it’s risky — and smart alternatives.
My wife and I own a home in Middle GA and we like it here but we are open to moving to place with: affordable housing (buy probably, comfortable but not fancy, no HOA, ), safe, clean, low cost of livi...
I'm considering retiring in a few years at 60 and pursuing a masters at a public university in Italy or France. Possibly a degree in international development, environmental risk assessment, etc. that...
Im 63F with a great job, making good money with a great work retirement savings plan. Spouse is already retired for 6 years. We have enough money between the 2 of us to be fine if I retire now. The is...
I just don't enjoy what I do anymore. I'm only 61 and in great shape. My finances are set and I'll go on my wife's insurance until medicare. However, my wife will still be working for a few years to k...
I gave notice to my employer. I am going to stay long enough to help select and transition my replacement, probably 6-10 weeks. This gives me time to ensure I have things buttoned up to be truly retir...
So many posts on retirement subs focus on financial readiness and strategies. I found that the more challenging questions about the transition to retired life had little to do with finances. Where am ...
August is encore month on the Retirement Answer Man podcast, giving Roger an opportunity to step back, reflect, and revisit some of the show's most impactful conversations. This week, he replays his d...
Retirees flock to Florida for tax breaks — but hidden costs from HOA fees to high insurance — can quickly break your retirement budget.
I "semi-retired" in early 2025. I've continued working 20 hours a week for my former employer as an independent contractor on a 1099. After working for 40 years, I was "institutionalized" (reference t...
I was really struggling with when to tell my boss (and friend) of 19 years that I was planning on retiring at the beginning of January.. and then he called a meeting to talk about future goals and a p...
Last night I had my first dream about retirement. In my dream, I was at work, and we were doing something, which is what we are always doing. I and everyone in my dream were aware that I had two month...
People retiring this year can expect medical expenses to take a significantly bigger bite of their savings, according to a new report from Fidelity Investments.
The headline had me hoping for a useful story about the wide range of options that could constitute a happy retirement. Instead, it zeroes in on one example: A retiree who in childhood had been a comp...
The amounts they want you to have saved by retirement age can be a little overwhelming if you have slacked off and not saved earlier in life. But then I realized these models are assuming you’ll live ...
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC Today on Your Money, Your Wealth® podcast 590, Joe Anderson, CFP® and Big Al Clopine, CPA spitball for...
I’ve been with my advisor for about 8 years. I’m 61 and retiring at the end of July (in 3 weeks). The last several calls/virtual meetings with my advisor have gone a little too fast for me. I feel lik...
I (67M) am employed at a small ($20M) manufacturing company. I am a key employee responsible for the production side of the business. There is no one in the company capable of taking over my duties. M...
I turned 65 in April and was planning to retire at 67, but my mother passed in February and I inherited a fairly large estate, so I have moved my plans up. I had a decent size 401(k) and would’ve been...
It's a whole new world off base, and "retirement" means something different for those who have served.
Schedule a Free Financial Assessment with an experienced professional: https://bit.ly/YMYWassessC The margin loan debate continues today on Your Money, Your Wealth® podcast number 589. Jack and Jill r...
So many people say you just need purpose. I hear this all the time. You just need a purpose. Find your purpose and you will be fine. That sounds good. It is also too simple. As the guy in the room who...
"Robin" is a single mother of two high schoolers. She's 45 and she earns about $350,000 per year. Robin had never worked with a financial advisor before, and one of our clients referred her to Keen We...
This week Roger explores the idea of "digging where your feet are" and how focusing on what you can do today can reduce anxiety about the future and regret about the past. In the Retirement Toolkit, h...
You'd assume retiring with $10 million is a hundred times better than retiring with $100,000. It isn't. And the reason is stranger than you'd think. Because the size of your portfolio barely tells you...
Hi all. I'm retiring in Feb 2027 and thinking about the how big the change from decades of everyday professional work life to the forever weekend. There's quite a few hobbies, physical activities and ...
It seems like retiring enables people to finally live the way we want without forces pushing us to center. For example, we have all day to decide our own activities instead of being corraled in by wor...
Florida is the future retirement home. I’ve called Florida home for almost 50 years. I travel extensively for work and met BF six years ago. BF, future husband, lives in AZ. Plan is to sell both our r...
What began as a journey across Portugal turned into a permanent move. Discover how one British expat settled in the Algarve, purchased property, and embraced life abroad.
I wanted to ask this community how retired couples handle chores. I was a stay at home mother. I cooked, cleaned, laundry, etc. My husband is retiring next year. I’m starting to get overwhelmed with k...
I am 63 and married for 30 years - husband is 67 and retired from corporate 2+ years ago. We are financially sound - our FA says we are in great shape with nothing to worry about and that I can retire...
Healthcare may be one of the largest expenses you’ll face in retirement. According to Fidelity, a 65-year-old retiring today may spend an average of $172,500 on healthcare costs throughout retirement,...
I turn 65 in November. Up until last November I was married to a retired LEO. He was an alcoholic and life was miserable and I could not fathom retiring. He died in November and it took 6 mos to get a...