Discover the Best Insights for Every Stage of Retirement

Get Quick Medicare Answers With Our Medicare Q&A Tool

Get Quick Medicare Answers With Our Medicare Q&A Tool...

15 States Where Buying a Home Just Got Way More Expensive 

Let’s talk housing prices. If you’ve been casually scrolling real estate listings and thinking, “Wait…wasn’t this $200k like two years ago?” you’re not imagi...

Retired and Worried About a Recession? Six Ways to Prepare

Retirees can plan for a near-term recession with a range of strategies, from small investment changes to significant lifestyle hacks....

Is a 401(k) Without An Employer Match Worth It?

The stock slump has hit 401(k)s hard in recent days. But even without a company match, contributing to a 401(k) can still be a great choice if your goal is long-term retirement savings....

Going Through Probate? How to Find the Right Attorney

Just having the skills and experience to do the job isn't enough. The probate attorney you hire needs to have the right temperament for your particular case....

Widow's Penalty: Three Ways to Protect Your Finances

Higher Medicare premiums, smaller Social Security payments, bigger tax bills … Financial changes can hit hard when a spouse dies. How to counter the blow....

Roth IRAs and 401(k)s

Answering reader questions about the difference between Roth and traditional IRAs, the process of opening Roth IRAs for your kids, and what to do if you over-contribute to your 401(k). The post Roth I...

Physician Salaries In Illinois

Healthcare is one of the fastest-growing sectors in the U.S., and Illinois is no exception. With a physician shortage that ... Read more...

Podcast 91: Tariffs, Markets & The Macro Story with Mike Himmelfarb

Leisa Peterson, financial coach and author of Mindful Millionaire, discusses the impact of scarcity mindset and financial confidence. The post Podcast 91: Tariffs, Markets & The Macro Story with M...

Navigating market volatility

Hello folks, here in the US we have been experiencing some stock market volatility. Along with that , many of us have had some stress. We have not allowed much on this matter except a few and thought ...

Giving my notice….tomorrow, little nervous

I’m 69 years old. Company asked me to come back four years ago to do very tedious, tricky medical coding/billing. I never minded the process and I’m pretty good at it. It is a great office...

Financial Security vs Financial Freedom: What's the Difference?

Having the ability to pivot without worrying about financial support is where financial security becomes financial freedom....

Tariffs Are Paused: Here's What Retirees Should Stock up on Now

The massive China tariff is still in place, but others have been paused for 90 days. That gives retirees a window to stock up on some goods....

Here's How President Trump's Tariffs Could Impact Your Retirement

Assess how tariffs will impact your retirement finances and adopt strategies to help protect your retirement from financial damage caused by tariffs....

Common Jobs of Millionaires According to The Millionaire Next Door 

If you think most millionaires are tech bros, Wall Street guys, or kids born into money, think again. Most millionaires aren’t even doctors, athletes, or lawyers like everyone thinks. The real m...

Broke People Always Seem to Waste Their Money on These 15 Everyday Expenses

Some people are broke because they don’t earn enough. Others stay broke because they keep spending like they’re trying to prove something. One choice at a time, they dig the hole deeper, a...

Computer files storage options in retirement

I'm retiring soon and starting to clean up my work computer. I realized I have personal files saved on two separate dropbox accounts, one of which is tied to my work email address. I want to combine t...

What are Accountable Care Organizations?

My wife and I got letters yesterday from some outfit that is now connected to our primary care medical office called an "Accountable Care Organization". I've done some online searching about them, and...

How long after you retired did the questions stop?

As the title hints, I’m curious about those who were in a specialized occupation, how long did it take for your ex coworkers to stop contacting you once you retired? Did you pull the pin right a...

Save Money Without Sacrifice: 22 Tips You Can Actually Use

Saving money doesn’t have to feel like punishment. You can still live well, eat well, and sleep easy, without wasting cash on things that don’t matter. A recent study on mindful consumptio...

23 Reasons Prices Keep Climbing

Prices are up. Paychecks aren’t. And most people are stuck wondering why their money disappears faster than it used to. According to recent data, 64% of Americans now say inflation is a very ser...

20 Ways to Prepare For When A Recession Hits So You Can Weather The Storm

Recessions don’t ask for permission, they just show up, wreck the economy, and expect you to clean up the mess. Savings get hit, jobs disappear, and the pressure to make smart decisions ramps up...

You're Stuck Taking RMDs: Now What?

When you've got to take required minimum distributions (RMDs) make some lemonade. Here are our top ideas for using the extra cash to enrich your life — or that of others....

Stick to the Plan: Don't Panic During Economic Uncertainty

Take a breath and step back. Focus on a solid fiscal foundation to stabilize your investments during stock market volatility....

How Inflation Affects Your Finances and How to Stay Ahead

The cost of goods and services is certain to rise over time, making it essential to have a financial plan that will help you keep pace....

Now's a Great Time to Become a Financial Adviser: Here's Why

There's a growing need for financial advisers. Why not take on a role that offers earning potential and work-life balance and helps change lives?...

How Doctors Can Maximize Their Earning Potential with an Unconventional Career

Doctors could earn more income and reach financial freedom earlier by incorporating unconventional jobs into their careers. The post How Doctors Can Maximize Their Earning Potential with an Unconventi...

Healthcare Delayed Is Healthcare Denied

The U.S. healthcare system is fragmented and split between public and private insurance companies. Thus, health coverage for patients varies ... Read more...

Is the Economy at Risk of a Recession Because of Tariffs? What the Experts Are Saying

With the stock markets up and down and tariffs on and off everyone including retirees may wonder what it means for the economy. Here's what the experts think....

Your Second Quarter Financial To-Do List

As we move into the second quarter, now may be the perfect time to assess your finances, adjust your budget, and set yourself up for a stronger financial future. The second quarter offers a unique opp...

Seven Banking Tasks Retirees Can Do Online or Via a Mobile App

Retirees can do more than check their bank account balance online....

Forget the 4% rule: Why fixed-rate retirement withdrawals fall short

Advisors and investors alike have long deferred to the 4% rule when planning for retirement, but new research shows the popular strategy is not as robust as once thought....

How AI Will Impact Your Workplace Retirement Plan

It's early days, but AI will bring new efficiencies and personalization to your workplace retirement plan....

Where does the day go? And are naps bad?

Retired in January, full of ideas about all the things I would do and get done. But it seems that between sleeping late and spending too much time scrolling on my phone in bed in the morning, by the t...

Is Your Job on This List? 17 Industries Where Burnout Hits Hardest

Work isn’t just stressful anymore, it’s become unsustainable. People are clocking in tired, checked out, and one meeting away from walking out for good. It’s not just the job, it&rsq...

Little-Known Ways to Guard Your Retirement Income

Is your retirement income safe if stocks continue to plummet? Most retirees don't know these reliable options to limit their market exposure....

Three Warning Signs Your Investments Are (Needlessly) Too Risky

All investments come with risk, but the secret is to take only enough risk to get you to your specific savings goals — and no more than that....