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Wednesday is National HSA Awareness Day. Health Savings Accounts (HSAs) provide savers with a triple tax benefit and even more if you adopt these strategies....
Harnessing Sir Isaac Newton's rule of retirement can boost your 401(k) savings while you chill....
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....
Article Link: https://www.bitchesgetriches.com/fdic-insured/ Today we’re going to talk about a government agency you’ve probably never thought about much before: the ... Read more...
Retired 4 years as of October 1, and loving it! It took about a year and a half before I felt comfy in my spending. This evening, I opened a bottle of champagne, just because….it’s Tuesda...
Don't let a shaky economy and volatile market derail your retirement. These moves will help ensure your money lasts as long as you do....
Swiss banks have long been a haven for the wealthy. Here's how to safeguard your retirement account in a Swiss bank — and whether you should....
I just wanted to ask how many of you that are 60yrs or more have, or know that you will have, $500,000 (liquid) that you have access to easily that you can use to pay bills with -- not equity in a hou...
We asked financial planning experts for advice....
Saving too much could mean you're missing opportunities to put your money to work. Redirect some of that money toward paying off debt, building retirement funds, fulfilling a dream or investing in hig...
While Trump Accounts offer some benefits for early savings, investment advisers need to be cautious when recommending alternatives like 529 plans or Roth IRAs, as those suggestions could create fiduci...
FROM THE ARTICLE. By David John, AARP Public Policy Institute. Published September 26, 2025. About half of private sector workers, many of whom work for smaller employers, lack access to payroll deduc...
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....
Answering questions from the residents in the audience who are wondering about saving vs. investing, buying houses, physician loans, and Roth IRAs. The post The Resident Episode appeared first on The ...
A 401(k) isn't the only way to fire up your savings. There are other tax-smart ways to build a nest egg, including these three out-of-the-box moves used by the richest retirees....
Have you been a good saver? Is a big part of your retirement savings in an IRA or 401K? Saving money in one of these tax-deferred retirement accounts seems like…...
Planning for retirement isn't just about hitting your savings targets and hoping for the best. It's about getting creative, asking new questions, and challenging your own assumptions. We follow the re...
If all the following is true, what is the real amount one needs saved to retire, expressed as “x times final working years annual earnings”. 1) you have worked until full retirement age or...
You've met your savings goal, your friends are having fun without you, your boss is mean to you, and your kids are grown and gone. What are you waiting for?...
Here's why that approach to saving for retirement doesn't always work out....
Saving enough for retirement can sound as daunting as walking on the moon. But what would your future look like if you took one small step toward it this year?...
What if one of the best ways to get wealthy is to trick yourself into thinking you’re poor? It sounds counterintuitive, even ridiculous. But after decades of saving, investing, and observing how...
FROM THE ARTICLE. A health savings account can be a source of tax-free cash to cover medical expenses in your later years. By Cameron Huddleston, AARP. Published September 10, 2025. often-overlooked w...
If you want to supercharge your nest egg in the run-up to retirement, follow these strategies....
Are you recently retired? Or hoping to retire soon? Learn four hidden threats that could have devastating consequences for your retirement savings… on a special edition of Retirement Solutions ...
Being a physician means that working long hours, keeping complex details in your head, and making big decisions on the ... Read more...
What’s the biggest threat to your retirement savings today? It may not be what you think! Find out on a special episode ofRetirement Solutions Radio, “The Biggest Threat to Your…...
Since residents earn in the upper five-figure range, it’s easy for many to assume that tax optimization is a future-them ... Read more...
Whether you are planning to retire in 2 years or 20, you should be looking for ways to maximize 401(k) savings. Many Americans do not have nearly enough to retire, according to recent reports. Accordi...
Many middle-class retirees see their savings run out sooner than planned, and it’s rarely an accident. The biggest risks to retirement security often come from preventable financial decisions. T...
This one measure can help older investors retire up to two years earlier and potentially double their retirement savings....
We ask a financial planner how to handle sudden unemployment when you're older....
Saving money doesn’t have to be complicated. These proven strategies can help reduce expenses, avoid costly habits, and strengthen long-term financial stability. Based on recent consumer and fin...
For years, I gave to charity by donating cash. But I've changed my approach to maximize my tax savings while still giving the same amount. The post Optimizing Charitable Giving for Maximum Tax Savings...
These Golden Rules of Retirement Planning, developed by a financial pro with many years of experience, can help you build a plan that delivers increased income and liquid savings while also reducing r...
Too many people are unfamiliar with HSA law, and they don't realize just how many things you can do with an HSA. Let's discuss 13 of them. The post 13 Things You Can Do with a Health Savings Account (...
Pam and Jim in Phoenix are 38 and 41 and want to retire at 59 and 62. Matt and his wife in Pennsylvania are both 39 and want to retire at 57. Are these millennials on the right financial path, or have...
Many people delay saving for retirement, and regret it later. The earlier you start, the more control you’ll have over when and how you retire. In this gallery, we break down 14 reasons why star...
These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings....
With inflation creeping up again, here’s how to safeguard your retirement planning....
When I read through these threads and see so many with great pensions, high SS and tons of cash in there 401K and savings, I generally feel as if I am doomed. It is not that I never considered down th...
Becoming a millionaire takes more than hustle, it takes a job that leaves money left over after the bills are paid. Some careers make that possible faster than others, and the math tells the whole sto...
Saving up a bunch of money gives you power - power you can use to make your life better and your journey to financial independence quicker. The only way to take advantage of the power though is to use...
Six months into President Trump’s second term, and 401(k) savers are getting ready to have more ways to diversify their retirement savings accounts....
We’re halfway through 2025, which means now may be the ideal time to check in on retirement savings in Q3. Are you on track to meet your savings goals? Recent news reports suggest that Americans...
The One Big Beautiful Bill Act's increase of the state and local tax (SALT) deduction cap creates an opportunity to use multiple non-grantor trusts to maximize deductions and enhance estate planning....
Soon to be 59yo career nurse. My wife and I have about $240k in retirement savings with an anticipated $1100/month pension, $1800-230/month SS, and $200,000-300,00. I was feeling ok about my plan unti...
Are you feeling uneasy right now? If market turmoil is causing you stress, it’s time to determine if your retirement plan istrulybuilt for the unexpected. In this episode, we discuss: How a proc...
We lived in our 4/2 house for 32 years, mortgage is paid, kids are moved out, no pets, a pool that seldom used, we have several rooms the seldom entered except to dust and vacuum. Far too much house f...
Sixty-seven percent of Gen Zers were "significantly more" confident than older generations,…...