Curated articles and podcasts from trusted financial experts and real retirees.
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I'm eight years into retirement. We're financially secure relative to our needs, and I know this is a high rent problem, but here goes... We have lived on a rural property for many years, and being a ...
I have no 401k's, no pensions and no stock, no financial advisor. We've always done everything with our own two hands. We've worked way beyond retirement to help our kids. I f(69) and spouse m(75). My...
Just that. I’m retiring in just a few weeks and I seem to be excluded from everything - every conversation, every good morning. It’s if I’m just not worth the effort anymore. I could...
A fundamental strategy for any U.S.-based DIY retirement planner is to accumulate as much retirement money as possible in a Roth IRA. Roth IRA contributions and conversions grow tax-free, and withdraw...
If you want a house that looks sharp without draining your bank account, you don’t need a full remodel. A few smart updates can make your home feel fresh, modern, and dialed in, without the hass...
People find relocating to Japan worth the effort, as long as you can jump through those administrative hoops and be open to a flexible view of “retirement.”...
The government promise of an additional $4K of deduction for seniors at tax time does not go far enough to deal with SS and taxes. In 1983 when they started taxing SS income, only 10% of people receiv...
Once you retire is the prime time to ensure you leave a meaningful legacy, personally and financially. This financial planner suggests five steps to build a bridge between who you are and how you'll b...
Tuesday, May 20 - Monday, May 26, 2025 Most Commented score comments title & link 13 39 comments What do you look for in a retirement planner? Top Comments score comment 44 /u/Fantastic_Call_8482 ...
hello, I am helping my husband w/his SS benefits application. We started it online, but then paused it because it was too early to submit if he wanted benefits to start at age 70. So my question: His ...
Discover how to navigate retirement planning while raising a family. Tips for budgeting, saving for college, and protecting your long-term goals....
Here's how you should think about making sure you fund your retirement while also potentially saving for your kids' college education. The post Balancing Retirement and College Savings appeared first ...
There’s a reason life feels harder than it used to. It’s not just inflation or rent, it’s the fact that a lot of people hit adulthood without knowing how to actually be an adult. Boo...
Not every high-paying job requires a fancy degree or comes with a title people brag about at parties. In fact, some of the best opportunities out there are the ones no one talks about. These are the o...
Find out how to apply for Social Security. Applying for Social Security is very straightforward. The real trick is deciding when. Get the inside scoop! The post How to Apply for Social Security: Easy ...
Being an executor of an estate isn't easy, so you should do what you can to help them out. It can be as easy as making a list and being smart about your email accounts....
Losing your partner often means losing 30% to 50% of your household income. This financial adviser emphasizes that planning ahead and understanding the rules surrounding survivor benefits can help....
According to this financial professional, limitations on the proposed $1,000 deposit at birth highlight shortcomings in our retirement landscape, but the potential is there to make a big difference....
How to Become an Amazon Affiliate: 2025 Step-By-Step Guide...
Retirees and teens alike can transform their passions into profit with a side hustle. Discover how starting with just one customer can spark your success....
As Gen Z navigates student debt, housing costs and a slew of other financial pressures, many have become disillusioned with the possibility of retirement. Financial advisors say that can make planning...
If you are a parent, your mission is clear: develop into a rich Bank of Mom & Dad to save your children. If you don’t have wealthy parents yourself, then unfortunately, life might stay on ha...
HSAs are getting a glow-up in the pending tax bill. Those 55+ and workers enrolled in Medicare Part A will have more opportunity to save for medical costs in retirement....
Get extra cash in retirement to do what you love....
If you decide that an assisted-living community is right for you or your loved one, take these steps to make sure that its fees, services and quality of care fit your needs....
50 Ways to Make Extra Money in 2025...
Looking for “Gig Work Near Me”? Here’s Where to Look...
Top 10 Best Apps That Pay $100 a Day in 2025...
Even just 20 years ago or so, the idea of physician unionization would be met with derision at worst and ... Read more...
You’ve put in the years. You’ve done the work, saved consistently, maybe even knocked out the mortgage. Now comes the part that looks easy on paper: retirement. But this is exactly where t...
If your insurer refuses to pay for a treatment or procedure that you believe should be covered, use our guide to appeal....
Current plan is to retire at the end of 2026. I will be 60. While I'm still working for the next 18 months, I intend to continue to contribute to my 401k, if for no other reason than to get the matchi...
I recently (and mostly unwillingly) retired last year just shy of 63. Nest egg big enough to not panic, but not so large that we can afford big mistakes or poor planning. I switched financial advisors...
If you know "the Retirement Manifesto" and Fritz Gilbert's work, you'll like this. A podcast I've been listening to about retirement planning took Fritz's published study and turned it into a good pod...
Seven years ago I created a notebook of important papers for our kids/surviving spouse for when one or both of us is gone. One of my summer projects is updating it. For example, I'm giving up on inclu...
So, indeed I'm head over heels in love with my wife. I have it really good. I retired almost 3 years ago & my wife joined me 3 months ago. We're Gen Jones boomers, with my wife truly a last gasp b...
I’m 57 planning to retire at 62. I earn over $100,000 a year working one day a week on the business. I work another day or two doing maintenance around the building. At 62 I plan to shift to mai...
I had told my manager that I would be retiring this year when he let me know I was not getting a raise since my salary is at the maximum they pay. I was angry and said well I won't be here anyway. I a...
Not everyone wants to sit still in retirement. It sounds relaxing, until prices go up, healthcare surprises you, or boredom kicks in. That’s why more retirees are figuring out ways to stay busy ...
Artificial intelligence has its place in retirement planning — but only as a tool. It falls short in several key areas that require a human touch....
Even the best lawyers can miss tax and other financial considerations when drafting complex divorce settlements, so specialist advice is vital from the outset....
How to retire early? Find out with real world tips from people who actually retired in their 40s and 50s. You can do it! The post How to Retire Early: 28 Insider Tips from Real People Who Did It and A...
Avoid investing mistakes with insights from Barry Ritholtz’s How Not to Invest. Get 3 key lessons to do better with your money. The post 3 Great Ideas from Barry Ritholtz’s Fantastic Book,...
FROM THE ARTICLE: How to Build a Bridge to Your Retired Self. Leaving work behind can feel like changing who you are, but these steps can put you on a path to fulfillment in the next stage. By Cheryl ...
An interview with WCI friend, Dr. Cory Fawcett, where we discuss how he set his goal to be financially independent by 50 years old and how to avoid burnout while finding real joy in what you do. The p...
Steve Chen and Barry Ritholtz discuss his new book, How Not to Invest, the tech's role in finance, and how to build smarter portfolios. The post Podcast 96: How Not to Invest – Avoiding Big Mone...
Today we answer a question from Peter about what happens when a parent dies with a fully planned estate that avoids probate — and how the Small Estate Affidavit process works in practice. We dis...
Various kinds of workers are available to help a loved one stay at home. It's necessary to distinguish what each level of worker is trained to do before you hire anyone....
In this episode, Ari and James explore the emotional and practical sides of retiring—specifically, how to have the conversation that officially ends your career. Whether you're months away or ye...
In this episode, we walk through a retirement planning scenario involving a couple in their early 60s with a $4 million investment portfolio. Their financial plan reveals something surprising: they ma...