Curated articles and podcasts from trusted financial experts and real retirees.
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More and more physicians are being offered deferred compensation plans at their workplace. Here's what to know about 457s and 409s. The post Deferred Compensation Plans — 457(b), 457(f), and 409...
U.S. citizens retire in Italy for a lifestyle of abundance. If you love history, gastronomy, art and natural beauty, Italy almost always does it better....
Your estate can benefit from stock market malaise by using several creative tools. Here's how....
Predictions from The Senior Citizens League and retired analyst Mary Johnson align after…...
Americans ranked medical costs as among their top three sources of debt, pushing out student…...
New ICI research finds voluntary retirement system is in fact working as designed...
Pentegra publishes latest research to mark Sunday as 4th annual “3(16) Day”...
Still, close to half continue to live with parents due to inflation, rising home rates, and debt...
I'm in my mid 60s and this is the first time that I have to make a decision about a 401k. My spouse used to be the one that handled all our financial interests, not much financials we were both poor a...
Most people don’t negotiate. They see a price, assume it’s final, and pay without thinking twice. That mindset is the reason businesses keep charging more, because they know most won&rsquo...
Gen Z isn’t playing the same financial game as past generations. They’re done with outdated advice, overpriced degrees, and the idea that working 40 years for someone else is the only way....
When I was younger, I was always in a hurry. Things were never going fast enough. I was impatient. I ... Read more...
Okay here is my question I recently filled out my online social security application. In the block that asked me if I wanted to accept a permanent age reduction, I selected to retire at the earliest d...
To act in the best interests of a client, a fiduciary has a duty to align the client’s goals…...
Dhillon was previously nominated by President Donald Trump in 2017 to chair the EEOC...
Website experience benchmark report finds TIAA tops among 14 leading recordkeepers, edging…...
The future isn’t going to happen as you (or your financial advisor) assume, and your spending goals and actual spending are likely to change over time. Therefore, as previously discussed in our ...
The latest news from Financial Finesse, Candidly, Carson Group, Athene, and more...
Gearing up to retire within two years? Here are some tips you might want to pay attention to should the economy slip into a recession....
Older adults may lack protection. Here's the scoop on your risk, how to test immunity and where to find affordable boosters....
As I sadly watch my stock portfolio correct by over 10%, I find serenity in my paid-off home. No matter how much the stock market tanks, it's comforting to know I'll always have shelter to take care o...
Retirement should be about freedom, not watching money drain away on things that don’t matter. The truth is, small, unnecessary expenses add up fast. Smart retirees know that keeping more cash i...
Saving money isn’t complicated. People just make it that way. You don’t need another budgeting hack, a fancy app, or a financial guru telling you to “cut back on coffee.” What ...
I've been planning to retire at the end of this calendar year, at the age of 59. Currently I have over 1400 hours of accumulated sick leave, roughly 35 weeks (considering a 5-day work week). While I c...
I hope this is not off topic here, but you all usually have very good advice. I retired Dec 31. I am 63 yrs old. In November a family member unexpectedly gifted investments to me and my siblings. I De...
Hubby is retiring at end of this year. Me, well I'm still figuring it out. The big issue for us is medical coverage for the 2.5 years before we hit 65. I went to ACA site to *try* and see how much I c...
Many Americans mistakenly believe Social Security will be enough to fund their retirement – but reality paints a different picture. Consider the most recent cost of living adjustment. The 2025 S...
A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, estate and retirement planning needs....
Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms. The post Stock Market Corrections, Crashes, and Bear & S...
ackie Cummings Koski, co-host of Catching Up to FI, talks about overcoming poverty, divorce, and single motherhood to achieve financial independence. The post Podcast 89: Boldin Your Wealth with Jacki...
When I give my annual talks to residents and young docs, they ask many of the same questions. Here are all the answers. The post The Most Common Questions I Get Asked By Young Doctors appeared first o...
For individuals contemplating retirement abroad, Portugal is a prime destination....
DOGE staffers have access to the Social Security system. Could that put your monthly payment in jeopardy?...
Poverty isn’t just struggling to make ends meet. It’s waking up every day knowing that no matter how hard you work, it’ll never be enough. People who have never lived it love to give...
We live in the DC metro area and are wanting to leave after retirement which is next year. We'll be in our early 60's. Don't have any family to be concerned with so that is not an issue. We've been lo...
Tuesday, March 04 - Monday, March 10, 2025 Most Commented score comments title & link 516 126 comments The thing about retirement - is time Top Comments score comment 56 /u/W_Santoro said I retire...
Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there's a lot you can do to improve financial well being right now. Get started! The post Economic Uncertainty: 10 Ways to Impro...
There’s talk of dark clouds looming on the economic horizon. If you’re retired, that may be the best news you’ve heard today....
Taxes are a headache. Audits are worse. Nobody wants to deal with the IRS sending a letter, asking for records, and possibly demanding more money. But is an audit something most people should actually...
Among the many explanations for the baby boom are rising incomes in the post-war economy, modern appliances that made childrearing more manageable, and lots of women who were no longer working in the ...
Should you retire in 2025? It depends on on how much you saved, your withdrawal plan and how the country is doing....
Relying only on portfolio income is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you?...
The stock market is nothing if not volatile these days. When it takes a dip, a well-managed, properly diversified portfolio could help you ride out the storm....
Prices keep climbing, and there’s no end in sight. Groceries, rent, gas, everything costs more, and budgets are feeling the squeeze. It’s easy to wonder if anything still holds steady. A r...
Taxes feel confusing when you’re just starting out. Forms, deductions, credits, it all sounds like a foreign language. Mess up, and the IRS might take more than its fair share. Get it right, and...
To read this story on KSL.com, click here. Millions of Americans are converting their traditional tax-deferred IRAs and 401Ks into tax-free Roth accounts. CNBC reported last year that Roth conversions...
It’s a good time for retirees to review their asset allocation and develop strategies that protect their total retirement income during stock market volatility....
Most people should consider having one or more trusts in their estate plans, but you must be aware of trust terminology and the basic concepts....
Economic uncertainty, inflation and the decline of workplace pensions have left growing numbers of seniors unable to leave their jobs. The post Why “unretirement” may be the fate of so man...
Your aging-in-place plan could benefit from the medical expense tax deduction. But watch out for capital gains and property taxes....