Curated articles and podcasts from trusted financial experts and real retirees.
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Welp, I guess we’re all headed into a recession now. It doesn’t matter whether you’re rich, poor, a leftie or a right-winger, Canadian, European, Chinese, or American. Stock markets ...
If you’ve built up the courage to check your portfolio lately, you might have felt a jolt. As of the ... Read more...
Some people are annoyed by having to collect Required Minimum Distributions and pay taxes on them. But here are some good ways to use them. The post 4 Things You Can Do with Required Minimum Distribut...
Across party lines, many believe saving Social Security trumps other financial considerations....
Annuities are now an option in some 401(k)s but that doesn't mean they should be included in your retirement plan....
I started receiving SS benefits at age 62 because of a job change. My FRA is 66 1/2. Over the 4.5 years of benefits, almost half of them (27 months to be exact) were withheld due to the earnings limit...
Want to pay less in taxes during retirement? You actually have more control over your tax rate than you might think. James breaks down how different investment accounts—like brokerage accounts, ...
From "super catch-ups" to the saver's match to "Rothification," 2025 looks to be a bumpy year for retirement nest eggs....
This article reflects the opinions of a credentialed financial expert with over 20 years in the industry. Let’s get one thing straight: the recent stock market plunge is alarming, but it’s...
I’ve been excited to tell you the details of our planned Europe trip for a while now. But I wanted to wait until we had the framework all planned out. We now have 38 nights of fun booked for thi...
Making money on your own terms isn’t some fantasy, it’s a necessity. The bills don’t wait, and neither do the late fees, the rent, or the extra costs life throws your way. If $20 an ...
Will your taxes go up? Stay the same? Go down, even? Jeffrey Levine is Chief Planning Officer at Focus Partners, Professor of Practice in Taxation at the American College of Financial Services, and th...
For retirees, the rule of 1,000 hours brings intention and clarity to your day. Because time is the most valuable thing you can spend....
Warren Buffett is known for his investing wisdom, his calm demeanor, and his ability to simplify complex financial ideas. But back in 2003, he did something a little different. He sounded the alarm, n...
Spending flexibility isn't only taking a little bit less from your portfolio for one year. It could mean spending a lot less for 10 years. The post How Flexible Might You Have to Be in Retirement? app...
As stocks plummet and recession fears grow, there’s one silver lining worth highlighting: the increasing value of your home, if you own one. A home is a fundamental necessity for survival, stock...
Splitting retirement funds into three buckets with distinct tax treatments can help you avoid a nasty tax bill down the line. Here's how the strategy works....
The Social Security Administration receives 80 million calls every year. Timing is everything if you want to get through....
Hey Everyone! Did you have a good month? March was a pretty good month at the RB40 household. We visited my brother during Spring Break and had a great time. ... Read more The post March 2025 FIRE Upd...
Making money isn’t about working harder, it’s about working smarter. Too many people waste time on overhyped side hustles that barely pay the bills. Real wealth comes from spotting opportu...
My main goal* was to build an investment and cash portfolio of$1,120,000* ($1,000,000 to retire on and $120,000 to pay off the house) in1500 days**, starting from 1/1/2013 and ending in February of 20...
The Trump administration has decided not to go forward with a proposal for Medicare and Medicaid to cover high-demand obesity treatments....
A MetLife study shows most companies are committed to 401(k) employee plans, even amid economic turmoil....
401(k) Index shows heightened Q1 market volatility fueled surge in trading...
“Fidelity Crypto for IRAs” allows clients to invest in top cryptocurrencies in a…...
3 in 4 crypto investors spread across two or more assets, signaling strong crypto diversification...
WTW announced new appointments to its global retirement leadership, among other roles...
The set of resources helps advisors support clients impacted by natural disasters and emergencies...
I understand the basics (5 year rule, paying the taxes, etc.), but does it mean I'm basically "buying" with money from my traditional IRA? Let's say I want to convert $50K. My $50K is now worth $40K (...
Learn how to declutter your retirement finances by reducing unnecessary accounts and organizing for a secure future. Tips for simplifying and protecting your wealth....
A new study suggests the U.S. retirement system may be doing better than most....
Markets tumbled, tech got punched, and tariffs made headlines. Here’s how I’m thinking about it—and what I’m actually doing with my money....
The physician shortage is not new. Even before the COVID-19 pandemic, we witnessed a steady decline in the number of ... Read more...
People tend to freak out over market farts. And I always get well-meaning people asking me if I’m doing OK when Mr. Market isn’t so happy. While it can be tough to watch 20% of your net wo...
My goal is to retire in 1500 days at age 43. I am writing this on January 1, 2013, so if all goes according to plan, I’ll sail off into the sunset of early retirement in February of 2017, just i...
Treasury Secretary Scott Bessent says retirees don't pay attention to the day-to-day fluctuations in the stock market, but should you?...
401(k) Index shows heightened Q1 market volatility fueled surge in trading...
Experts touch on what younger investors and near retirees should be doing to protect their…...
The latest news from Employee Fiduciary, CFP Board, Kestra PWS, Waverly Advisors, and Ameritas...
The partnership comes at a time when more advisors look for services to help support them…...
The inaugural “Next-Gen 401(k) Report” from KWP Growth Partners is being…...
Many older Americans retire in Mexico because of its laid-back lifestyle, beaches, and vibrant culture. Here’s the scoop on living in Mexico full-time....
In "A Wealth of Well-Being," Dr. Meir Statman helps us construct a portfolio not simply consisting of financial assets, but a portfolio of life....
While some 'golden rules' stay in style forever, the financial landscape is constantly evolving. Here are five common myths to revisit (with more on the way)....
You've saved enough money for retirement. But can you afford to give some to family or good causes — and when is best? These are the key points to consider....
I have to rant… For 30+ years I was the one in my household who managed all of our investments — 401ks, cash, stocks, all of it. Now getting close to retirement, I suggested we move our a...
I feel silly asking because it seems like a simple question, and I work in the financial world, but my financial planner has asked me to determine "How much money do you need to live?" so I can decide...
Chances are that we have never met. I probably have no clue what your life is right now. You could ... Read more...
As an avid hobbyist with too many hobbies to count, I would like to offer some help for those of you who go into retirement without any! What is a hobby, really? Many people think of some of the class...
Si estás a menos de cinco años de jubilarte, antes o después, estás en tu momento financiero más vulnerable. Ofrecemos algunos pasos para lidiar con la volatilidad....