Curated articles and podcasts from trusted financial experts and real retirees.
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An inherited IRA is an account that is opened when someone inherits an IRA after the original owner dies. Discover the top rules for inherited IRAs....
With more hours of sunshine comes the season to invest in lawn care maintenance....
While soaring egg prices and picked-over egg aisles seem to dominate the headlines, supermarket prices on the whole are on a steady climb, and consumers in some states are spending more than others....
If you want to retire in or to California, you may wonder how California will take your Social Security and other retirement benefits....
Investors are looking to take some profits before they disappear. Fortunately, there are strategies that can reduce capital gains taxes on investment profits....
Multigenerational housing is being embraced by younger and older families seeking to address housing affordability, caregiving needs, and retirement security....
I am curious how many AARP members are reading the articles posted about potential cuts to Social Security and Medicare and understand the urgency. Isn't AARP supposed to advocate for you? How do the ...
AP News 03/18/2025 - A list of the Social Security offices across the US expected to close this year...
New doesn’t always mean better. A lot of things people pay full price for when they lose value the second they’re out of the box. The secret to keeping more money isn’t about cutting...
Are you ready to secure your financial future? Join Sean as he dives into the essential elements of a successful retirement plan. In this episode, Sean will guide you through maximizing your Social Se...
Finances could benefit from a springtime refresh, letting people to check the progress on goals — and also save money for rainy days....
Understanding the various factors behind rising price tags can help shoppers make smarter choices — and maybe even find a few ways to cut costs along the way....
Answering reader questions about rolling a 401(k) into an IRA after changing jobs, how to do a 403(b) rollover, and how to pass non-discrimination testing for your 401(k) as a business owner. The post...
Author Derrick Kinney explains how to escape a middle class mindset and become a millionaire....
I am just starting the road to retirement. I'm 65. I have a pension that will be 451 dollars every month when I start getting it after I officially retire in July 1. But applying for social security i...
AARP is nowhere in the news. It should be a major force speaking out against Elon Musk’s lies about Social Security. Where is the new AARP leadership- afraid to make waves? Get out there and fig...
With some serious financial considerations at play, decidingwhento retire is a big decision....
How do you keep things fun when markets—or life—get tough? We're breaking down why “fun” isn’t just about ping pong tables and perks—it’s about being prepared...
Leveraging non-taxable income in retirement can help preserve your hard-earned money....
Last night, my wife mentioned she thought I retired too early. Today, after catching up with some of my old team members over coffee, I realized I don’t miss the job at all. The man who replaced...
Retireing in a year need advice on equities vs fixed income I am working at 76 for another year since the sale of my business payoff required another year of my presence. Wife retired a few months ago...
Despite the wonderful peace of mind that comes with owning a home free and clear, deciding to pay off a low-interest rate mortgage early is not always straightforward. If your mortgage rate is low com...
JPMorgan’s guide can help older Gen Xers determine whether they have saved enough for a retirement pegged to their income level....
I’ve never cared about pretending to be rich. Flashy cars, oversized houses, overpriced services, none of that impresses me. What does impress me? Owning every minute of my day and buying back m...
Money habits aren’t just personal choices, they’re passed down, picked up, and followed without question. Some build wealth, others drain it. The problem is, most people don’t stop t...
Learn How AARP is Fighting for Better Medicare...
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Every once in a while, I like to rant about one of my personal finance pet peeves: how being car poor keeps you from building wealth. The post Don’t Be Car Poor appeared first on The White Coat ...
The number of retirees renting out rooms in their homes has surged, according to a new study. Why would older Americans want to take on roommates, and how does the process work?...
Start Your Journey With Our Medicare Enrollment Guide...
Show Notes In this episode, we explore the importance of cultivating curiosity as a part of the non-financial pillar of retirement planning- mindset. Join us as we discuss how curiosity can enhance yo...
The SSA is transitioning to stronger identity verification procedures for both new benefit claims and direct deposit changes....
In 2025, podcasting is no longer a trend – it’s a cultural staple. Over 546 million people worldwide tune in ... Read more...
A daughter found her father, with dementia, being given numerous addictive drugs he didn't need. She intervened and protected him from abuse. Everyone can learn from this example....
Identity protection is 1st and center at the SSA - to protect your identity and pay the right person, the correct amount. SSA News Release SSA.gov Press Release 03/18/2025 - Social Security Strengthen...
When markets drop, it can be easy to panic. But history shows that staying invested through downturns can often be the smartest move. In this special market update, we break down what’s happenin...
I've called my representatives but isn't there some legal action that can be taken by AARP on behalf of it's members?!...
My husband is retired from the military and we became eligible for Tricare when he turned 60. I’m planning to retire the end of October at age 64. What have your experiences been with Tricare co...
Long-ish story but we have a family owned home on Lake Michigan that was built by my grandparents. Only one (me) of my siblings group wants to keep the property. I have lived in it full time the last ...
The super-rich rely on the family dynasty model to pass assets down from generation to generation. Here's how to embrace those strategies....
Converting a traditional IRA account to a Roth IRA is a fabulous part of a proactive tax-planning strategy to reduce the tax drag on your retirement income....
Don’t ignore the threat of long-term care expenses since they seem so far away; everybody needs a strategy to address this threat....
Get 6 surprising takeaways from Boldin's recent survey of users about Roth conversions. The post Strong Engagement & High Confidence: What Boldin’s Survey of Users Reveals About Strategizing...
If you are a U.S. citizen or permanent resident 62 or older, you can still use your Senior Pass at any and all National Parks in the U.S. Here's what the Senior Pass is and how to use it....
Whatever Trump does, the consequences will be significant for older adults and younger people with disabilities who rely on Medicare for their health care....
Money habits run deep. No matter how much sits in your bank account, old behaviors stick around like unwanted guests. You can take the kid out of poverty, but sometimes, you can’t take the pover...
Above average increases in economic policy uncertainty tend to precede slower increases in economic activity....
Financial professionals can help families and individuals plan for a fulfilling future in a shifting retirement space....
Many investors, even white coat investors, think they or their money manager can beat the market. Here's why they're all probably wrong. The post Managers Don’t Beat Markets (Why Index Funds Are...