Curated articles and podcasts from trusted financial experts and real retirees.
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PensionBee's analysis looked at how delays in rollovers could ultimately impact savings...
The new savings accounts, likened to a “401(k) for kids,” are included in the bill passed…...
Discover 10 of the best places to retire in Florida based on the retiree population, housing, cost of living and healthcare, and amenities....
As costs for smartphone shoppers have fallen, the economy could complicate if the deals last....
The potential for tax-free growth makes Roth IRAs an attractive option for younger savers who have decades to maximize investments....
Americans are pumping the brakes on gas spending—driven by economic caution, evolving lifestyles, and emerging technologies....
If your 401(k) balance is lagging behind where it should be, you may feel discouraged or even a little panicked. But the truth is, we believe there’s still time to course-correct – if you ...
Think life is expensive where you live? You’re probably right. Most people assume their state is just a little pricey, but the real numbers tell a different story. What feels tight in the wallet...
It's time to announce the 2025 WCI Financial Educator of the Year award. The winner received a truly astounding amount of nominations. The post 2025 Financial Educator of the Year Award appeared first...
A month ago, I wrote about my retirement from full-time bloggingand made the following statement: “I don’t know exactly what that means yet, but I’m going to explore it for […...
While the investments have a significant growth potential among retail investors, its…...
Report says President considering EO directing federal agencies to explore allowing private…...
The average celebration runs around $31,281 and new tariffs could bump up the cost of imported goods from gowns and flowers to catering and cake....
According to a recent Wall Street Journal article, there were 580,887 pending Social Security claims in March 2025. That's an increase of more than 80,000 from a year ago. Many of those claimants are ...
Explore 7 key provisions in (or consequences of) the One Big Beautiful Bill Act (OBBBA) — and what they could mean for your retirement. The post The One Big Beautiful Bill Act (OBBBA) and Your R...
CONSUMER REPORTSand other authorities will tell you that you get the greatest value for your car-buying dollar by purchasing a ... Read more...
Discover how Geoff Schmidt of Holy Schmidt went from Wall Street to YouTube to teach retirement, Social Security, and financial clarity. The post Podcast 95: Flipping the Script with Geoff Schmidt fro...
Answering reader questions about how to know if a real estate deal is too good to be true, the importance of doing thorough due diligence before investing in any real estate deal, and whether all-in-o...
I believe that housing is expensive because too many people are skipping the first step. Starter homes used to be how you got in the game. Now everyone wants their dream house on the first try, and th...
Some jobs don’t just take your time, they drain your energy, patience, and eventually, your relationships. A long shift might pay the bills, but it can also chip away at your marriage in ways th...
From cost of living to health care access, here are three states you may want to consider if you are single and retired....
Traveling with your grandkids may be on your bucket list, but before you book the trip, consider the downsides of gramping....
A financial planner explores how your expectations for retirement can greatly differ from reality — and how you can plan for that....
When you decide to sell a house, you might encounter a preemptive offer—a bid that arrives before you list publicly on the open market or reach your set offer due date. This scenario often unfol...
The deficits caused by the tax bill would trigger the Statutory Pay-As-You-Go Act of 2010 and force billions in cuts to Medicare. However, Congress can block the implementation of the cuts....
A Medicare and Social Security checklist to help Baby Boomers caring for aging parents—or preparing for their own care—stay ahead of a health crisis....
When we are building our careers, we understand that professional growth is an investment that is both professionally expected and good for us....
Deciding when to start your Social Security benefits might be the single most consequential financial decision of your retirement journey. Should you claim early at 62, wait until full retirement age ...
These financial gift ideas are thoughtful, forward-looking, and designed to help a young adult build a stronger future. The post Financial Gift Ideas for the 2025 Graduate appeared first on Boldin....
In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs’ inheritanc...
If you grew up loving Dylan, Coltrane or other great artists, here are some modern musicians that tap into similar styles and spirits. Check out our playlist....
Claiming Social Security as soon as you become eligible at age 62 is a common choice for Americans. While understandable, this decision can have significant, and often underappreciated, long-term cons...
More and more people are interested in looking beyond finances to leave their heirs something meaningful and intangible. There are many options available....
A doctor’s life is marked by long hours, hard work, and tough choices. Finding the perfect car to fit your ... Read more...
Episode 472: The USA Industrial Technology growth narrative is evident by the fact that year-to-date the S&P 500 top performing sectors are Utilities and Industrials. Also, don’t despair abo...
Saving for retirement is the easy part. Spending those retirement dollars may cause too much stress and require help....
Retirement should be a time of exploration, expansion and delight. So if you've done your planning well, enjoy these four retirement perks....
Hey everyone! It’s been 13 years since I retired from my engineering career. Wow, has it really been that long? Hard to believe, but it’s true. Time flies. The big ... Read more The post 1...
Investing isn’t rocket science, but you wouldn’t know it based on how people talk about it. Half the advice out there sounds like it’s written for hedge fund managers, not regular pe...
College is expensive, let alone picking the wrong degree and paying for it for the next 20 years. You’re told to follow your passion, but passion doesn’t make student loan payments. At som...
A financial professional and three colleagues explain the fluctuations in the 10-year Treasury bond and what investors should do....
Planning on buying a boat in retirement? Think of it as a hole in the water you dump money into, says one expert. But it's not all bad....
So, I recently moved various funds and 401s to a local Schwab brokerage. I was assigned an advisor. As a result, I have moved my funds to Schwab, but have yet to convert to other types of funds or ETF...
All of the traditional logic and advice points to Roth conversions being critical to optimize taxes and control RMD's later in retirement. But with our desired retirement lifestyle of spending for exp...
I posted previously about an opportunity to go back to work part time after several years of retirement. I went in for several informal interviews and we finally discussed compensation. They offered a...
“The bill I’m signing today is about a simple proposition — Americans who have worked hard all their lives to ... Read more...
Consumers and businesses are changing their spending habits, contributing to a noticeable slowdown in the economy....
FROM THE ARTICLE: Pressing Need Understood: Making Housing More Affordable. 2025 AARP National Survey of Adults Ages 50 and Older. By Joanne Binette, AARP Research. Published May 20, 2025. Lack of aff...
Some seniors could soon see their Social Security garnished for student loan payments. Here’s how much the government can take....
? Show Notes In this episode, Roger sits down with renowned investment expert Charles Ellis to explore what truly matters in retirement investing. Together, they focus on the key elements investors ca...