Showing 50 results of 504
Hi everyone! My husband and I were having a fun conversation about what to do with our RMD dollars when they start coming in (we are 5 years out so it’s just a fun question, not advice). We both love ...
This parent could use help planning a tour of colleges across the country. Is AI up for the challenge?
Joe Anderson, CFP® and Big Al Clopine, CPA focus on Social Security claiming strategies as part of the retirement spitballs, today on Your Money, Your Wealth® podcast number 574. Bijou Plutus and her ...
I (F, 62) unexpectedly inherited my mother's house and some small investments which have enabled me to retire. It's been a tough year with Mom's death, house sale, all her 'stuff', my husband's job di...
She thinks we should reconsider because of the political and economic situation. I want to go now. Who's right?
I have never felt less ready, but more needful, to retire. I am soon to be 66, and have really only had 3 "career" jobs since graduating college at age 22. The first one lasted over 30 years, it was s...
We retired last year at 67 with $3.1 million. My husband works two days a week, but it's interfering with the travel I want to plan. Help!
We retired with $4.6 million. Even so, our Medicare Advantage plan limits coverage when we travel or want to see a specialist. How can I convince my wife to switch?
Looking for input, as one or more of you have have experienced my situation, and I’m not sure where to go next. Background: husband, 60, retiring next January, originally from nyc moved around a lot g...
Hello. I was feeling pretty low 3 weeks ago, after my job of almost 26 years ended on January 30. What has helped me so far: Daily exercise. Walking 5 days a week, and dumbbells for upper body 2 days ...
We asked wealth planners if "tithing" (donating 10%) in retirement could be done prudently.
If you have a blended family, this estate planning tool can provide for your surviving spouse while passing assets to your children from a previous marriage.
A longtime friend of mine visited last week. She plans to retire in three years, while I’ve been retired for almost six years. She told me that after she retires from her current career, she’d like to...
We asked wealth planners how to protect a nest egg when one spouse is a spendthrift.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
My wife wants our daughter and grandkids to stay, but I'm eager to sell the house and retire. We asked financial planners for advice.
Recently, a home in the beautiful Forest Hill neighborhood of San Francisco was listed for $2.4 million. It had four bedrooms, three bathrooms, and a modest 2,250 square feet. The home had been remode...
Tuesday, February 24 - Monday, March 02, 2026 Most Commented score comments title & link 85 309 comments Choosing to continue to work: Reasons? 24 155 comments Have you/do you plan to downsize your ca...
We're 54 with $1.8 million saved. My wife wants to start a college fund for our grandchild, but I think we should keep funding our retirement. Who is right?
So, hear me out. My husband and I could have retired sooner, but we were having a difficult time trusting that we were ready. We had a pretty good portfolio of investments and savings, but was it enou...
As my family grows, my wife and I will need to find ways to pay for college. What are the alternatives rather than just using a 529? The post Can We Pay for College Without a 529? appeared first on Th...
My wife and I met with our CPA today to sign our 2025 tax forms. During our conversation, I asked him how much we could convert from my traditional IRA to my Roth IRA, without bumping us into a higher...
UK here and realise a large US audience may have different ‘normal’ for cars but let’s see Have always driven family/practical cars. Enough space for car seats and strollers and lanky teenagers and ho...
Will the SSA send the funds abroad? Or will they direct-deposit only to a US account? Do you have to maintain a physical mailing address in the US of will a rented mailbox be OK? Do any of the answers...
I want to retire now and pay for health insurance until we get Medicare. My wife says we should work 10 more months. Who's right?
I retired June 1, 2024. My wife is still working, her planned last day is June 30, this year. Here's a few things I've noticed.... I'm maintaining our 'retirement fund' portfolio at Vanguard in the 60...
Your spouse wants to remodel your kitchen and several bathrooms in your house. You’ve received a quote for the work for about $100,000. Using a strategic withdrawal approach and a Monte Carlo modeling...
My wife (62) and I are starting to think seriously about our next steps and would really value some outside perspective. I’m turning 60 this year. We’re mortgage-free and have around £250,000 in savin...
So wife and I (Canadian citizens) plan to spend periods of about 3 months living as tourists in several European mid-sized cities. Renting via AirBnB seems pricey, so we wonder if there is some differ...
I don't know what's wrong with me. I talk to my therapist Wednesday morning, I need to tell her I haven't felt this awful in many years. If you look at my life, there is nothing too bad about it but I...
I am 66 and my sister is 76, her husband is 84. We are both married, retired, have homes. But. I have several degrees, had a really good job in tech as did my wife. We saved enough money and are grate...
We are 66 and have reached our retirement savings goal. Our plan is to travel, but my husband can't seem to let go of work.
I’ve always been a highly productive person. I rise early, stay up late and stay busy getting things done all day long. My friend used to say I reminded her of a windmill… Always in motion. Since you’...
I’m retired and wife now wants to retire and added she wants to buy a sprinter van and dive all over the USA. She thinks this may be more economical than flying, renting car and staying in motel. Ther...
Hana's mom is 92. Mom's husband is 74, and after years of trying to help a family member, nearly a million dollars is gone. How do they stop the bleeding before it's too late, and how much can they sp...
As the Retirement Plan Live case study continues, Roger Whitney helps Henry and Lucy articulate what they want their FIRE retirement to actually look like—starting with values, dreaming without constr...
Hi everyone, and sorry about the slightly 'clickbait' headline. I turned 68 this week, and today retired (yay!) from a senior engineers job and next week start a great little 9 hours a week (3 x 3hrs)...
Hello! My name is Charley Locke, and I report on aging for publications including The New York Times Magazine, Bloomberg Businessweek, and The Atlantic. (You can see my work here: https://charleylocke...
Christian thought he was ready for retirement. He just didn’t realize how heavy the weight had been until he finally set it down. After more than 30 years in a high-stress, always-on role at a global ...
FROM THE ARTICLE. When to Apply for Social Security Is an Individual Decision. The age when you claim is critical, but consider your health, finances and family situation, too. 6-minute read. By Andy ...
Should you get the same Medicare coverage as your spouse? As in most things in life, the answer is it depends.
I’m 61 and my spouse is 68 and part of me would really like to retire. We have $1 million and a paid off house and zero debt of any kind. We’ll have about $8,000 per month in pensions and social secur...
We've paid off our mortgage, have $970K in savings and $5K each month from Social Security. Kiplinger asked wealth planners for advice.