Curated articles and podcasts from trusted financial experts and real retirees.
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It’s been a while and our reader cases are piling up, so without further ado, it’s time for another reader case! Greetings FC and W!!! I’m normally a “Live quietly amongthe mas...
Family loans are a common transaction that if not handled properly could create IRS issues for gift, estate or income tax, and issues with creditors or ex-spouses....
Retirement is often envisioned as a season of travel, time with family, and pursuing long-postponed passions....
Sometimes industry jargon can turn otherwise understandable concepts into stumbling blocks. Here are simplified explanations, definitions and uses for some estate planning tools....
Many Medicare recipients are benefiting from changes that make prescriptions more affordable. But you can still make other moves to keep your costs in check....
Health Savings Accounts (HSAs) don’t get much attention—but they should. With triple tax advantages (tax-free contributions, growth, and qualified withdrawals), HSAs offer a level of flexi...
Everyone’s got their hand out. Tip jars at the counter, tip prompts on the screen, even self-checkouts acting like they just ran your food out. It’s no longer about service, it’s jus...
Annuities offer protection, but your 401(k) already gives you tax advantages without the fees and complexity....
Sharing their latest ailments may be just another membership badge for baby boomers and Gen Xers....
This activity could slow your DNA's aging clock. It's free, and no, you don't have to exercise....
In my state, the government has really done doctors a solid, amending malpractice laws so they are less likely to lose personal assets. The post New State Law Protects Personal Assets of Physicians fr...
FROM THE ARTICLE: Social Security Retreats on Plan to Claw Back 100% of Benefits for Overpayments. SSA will now withhold up to half of benefits from those who owe for past payment errors. By Andy Mark...
Jeremy Keil explores Kiplinger magazine’s article “11 Ways to Grow Your Wealth” and how to apply these strategies to retirement planning....
FROM THE ARTICLE: Americans Rely on These Sacred Promises. Social Security and Medicare must be protected. By Dr. Myechia Minter-Jordan, CEO, AARP. Published April 30, 2025. Social Security and Medica...
? Show Notes In this episode, we tackle the pressing question, "Is this time different?" as we navigate the complexities of today's political and economic landscape. Join us as we explore the importan...
I thought this might be amusing to some here. Talk about being slow to act - Talk about Passing the Buck - make sure you include this in any message you might send to the AARP or your legislator on th...
You can make charitable donations to Social Security, the safety net for older Americans. But will it make a lasting impact?...
There’s a big difference between flashy and wealthy. Your job title might turn heads, but it won’t guarantee a million-dollar net worth. Real wealth doesn’t show off, and it definite...
Finding a good job after 50 can feel like running a race where the rules changed overnight. Experience, loyalty, and wisdom used to be assets. Now, they’re seen as potential liabilities before t...
Success isn’t just about how much you make, it’s about how much you keep. Every dollar wasted is a dollar stolen from your future. The people who build real wealth know exactly where not t...
Doctors are in the top 1%-2% when it comes to pay and prestige. Here's how they can help their kids deal with potential shadow syndrome. The post Shadow Syndrome appeared first on The White Coat Inves...
Thinking of retiring? A shift in perspective could be all you need to make it possible. Explore 14 tips to help you change your approach. The post Thinking of Retiring and Worried You Aren’t Rea...
Retiring before 59.5? Discover how to make penalty free withdrawals from your retirement accounts to help fund your early retirement. The post Early Retirement Withdrawals: 5 Ways to Take Penalty-Free...
We have provided a stipend ($200)per month, to our grandson for auto costs and repairs. He is currently in his first year of college. We told him whatever amount he does not use will be placed in an a...
Just like the title says, I have a few crystal awards, framed letter of commendations and different plaques of appreciation. When you retire, are you going to bring them home? I am not planning to bri...
We're almost halfway through the year. Is your estate in order? If not, here are some tips to get it done in 2025....
Getting access to your parents' Medicare or Medicare Advantage accounts is easiest when they're healthy. But you still have options if they are incapacitated....
When markets go nuts and investor sentiment drops, you can keep your sanity by trusting in and sticking with your long-term plan....
What financial advisers might need to know to help their clients navigate Social Security in 2025....
Claim denials are an unfortunate reality in our healthcare system – and one that costs providers billions of dollars each ... Read more...
President Trump's immigration policies may wallop your pocketbook if you rely on a home healthcare aide....
Novel legal theories and a lower bar for plaintiffs could unleash an explosion in ERISA-based lawsuits against 401(k) plan providers....
The latest news from 401GO, TIAA, and CalSTRS...
The integration of guaranteed lifetime income solutions into workplace retirement plans…...
Advisors using Income Lab can access their client information from the Schwab Advisor Center...
NAPA 401(k) Summit panel explores why lifetime income options remain in such low demand, and…...
What are the pros and cons if Chip uses the money in his taxable brokerage account for early retirement income? Jack and Sally ask Joe and Big Al to spitball on whether they can retire around age 55 o...
Anyone have experience w renting as a retiree? (Direct or via family member) Moving from east coast to west later this year. Gonna rent initially. Long Beach. While I’ve got an excellent credit ...
The most important thing is readiness, whether the owner faces a life-changing diagnosis or an employee does....
From wild stock market gyrations to emotional trading, here’s how President Trump's first 100 days have impacted retirement savers....
The whitepaper follows a request for feedback Sen. Cassidy issued in June 2024 on legal and…...
The whitepaper follows a request for feedback Sen. Cassidy issued in June 2024 on legal and…...
Companies that use UKG Pro or UKG Ready will be able to automate administrative duties...
401(k) Specialist will be making it's way to Las Vegas next week for NAPA's 401(k) Summit...
Firm says Geng Ngarmboonanant’s history as economic policy expert will meet boosted demand…...
Brian Graff says proliferation of lawsuits tops list of industry concerns during opening…...
In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You’ll learn why probate can be costly and time-cons...
Lately, I’ve been thinking a lot about how our decisions, especially those that stem out of pragmatism and logical reasoning, ... Read more...
It was remarkable to discover the difference between aiming for FI and reaching FI. Here are some math and psychological lessons I learned. The post Lessons Learned from Achieving Financial Independen...
This investing method helps retirees avoid running out of money, even in a highly volatile market....