Curated articles and podcasts from trusted financial experts and real retirees.
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Carve out a large percentage of your income for building wealth; then spend the rest on what REALLY makes you happy. Forget the other stuff. The post Don’t Deprive Yourself While Living Below Yo...
I am thinking about things I would like to do when I retire to for hobby level activities, and one of the things that I am considering is doing small scale day trading. I am not looking to make substa...
Retirement isn’t always beach walks and golf swings. For a lot of people, it’s more like checking the fridge and realizing the leftovers have to stretch until payday. That dream of freedom...
Use your 2024 tax refund to boost short-term or long-term financial goals by putting it in one of these six places....
Longevity risk is a big threat to your retirement, but there are several strategies to protect yourself from running out of money, no matter how long you live....
Do you and your partner have different retirement timelines and attitudes to saving? It is possible to make plans together. This is how one couple did it....
Compared to other professions, a physician’s retirement is not as cut and dry. The typical scene we imagine at the ... Read more...
Yesterday afternoon I signed my shares away to the new owners of the business I've been running for 35 years. Months in preparation, I'm hanging out in the office to smooth over a few transition detai...
FROM THE ARTICLE: 16 Million Older Americans are Not Claiming Their Food Benefits, AARP Reports. As food insecurity and hunger rates rise, SNAP benefits are going unused. *** There are 3 Comments on t...
Tariffs triggered a market plunge, but the emotional impact spans generations—shaping spending, saving, and retirement plans from Gen Z, millennials, Gen X and boomers....
We feel retirement planning has never been more important, yet confidence in a secure financial future is shrinking. A March 2025 Fidelity Investments® State of Retirement Planning study reveals t...
Money is everywhere, but most people have no clue how to handle it. Just look around, grown adults drowning in debt, stuck in the paycheck-to-paycheck grind, wondering why they’re always broke. ...
Job markets change. College has become incredibly expensive. But we all still want to make more money. So what’s the answer? Certifications. In today’s competitive job landscape, acquiring...
Money disappears fast when every purchase feels like a reward. One swipe here, one splurge there, and suddenly, the paycheck that should have built wealth is gone on things that don’t actually m...
Your financial planner may urge you to downsize in retirement. Your kids may even pressure you. But be sure it's right for you before you make a move....
The right choice of trustee today may not be the right choice for trust beneficiaries in the future. Here's what you should know....
Explore the history of U.S. tariffs and the impact they have had on the economy to help understand what is happening now. The post A Brief History of U.S. Tariffs and Their Economic Impact appeared fi...
Planning for the future should involve strategizing to minimize taxes. Explore 25 tips to help you plan, do retirement tax filings, and save money. The post Video: Taxes in Retirement Office Hours app...
Pennsylvania isn’t doing too badly when it comes to their healthcare and its infrastructure. Pennsylvania ranks 5th in the country ... Read more...
Boomers are sitting on a mountain of cash, and they’re not letting go anytime soon. If you’ve ever wondered why it feels like older generations have all the money, that’s because the...
American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts....
One of the best online courses of the year, Continuing Financial Education 2025, has dropped—order it now to jumpstart your financial journey. The post Use Your CME Dollars to Crush Burnout and ...
Bank branches are closing across the country. If you are among the retirees who prefer to bank in person, you have some options....
Many professionals find that retiring isn’t just about having enough money—it’s about feeling ready to leave behind the structure, identity, and comfort of a career. In this Root Fin...
If you’re within five years of retiring, either before or after, you’re at your most vulnerable financially. Here are steps to weather the volatility....
If you’re tired of being hit with a tip screen every time you grab a coffee or pick up a sandwich, you’re not alone. Tipping used to be simple. Now it feels like it’s everywhere, all...
It's not all about the big trips and special occasions. There are plenty of ways to enjoy yourself day-to-day in retirement without breaking the bank....
Boldin users are resilient. Find out what percentage feel prepared for market volatility. And, explore what to do in these uncertain times. The post Market Volatility: What Percentage of Boldin Users ...
Hear what 12 thought leaders have to say about Trump's tariffs and the market turmoil. Get useful advice and insightful commentary. The post Trump’s Tariffs and Markets in Turmoil: Commentary an...
The families of more than 1 million children and teenagers with serious physical and intellectual disabilities are receiving Supplemental Security Income, or SSI. But a 1996 reform made it harder to k...
This little-known risk of a down market can cause lasting damage to your portfolio....
To succeed in investing for retirement, you need time and discipline — liquidity can give you both....
You could unlock hidden wealth in QOZs with strategic oil and gas investments, potentially combining tax advantages with long-term growth in an essential industry....
Many advisors overlook held-away workplace retirement accounts, unaware that a rollover isn't a prerequisite for professional management....
Travel isn’t just a vacation, it can be a career. Some jobs don’t tie you to an office, don’t trap you in a routine, and definitely don’t make you wait for permission to see th...
We all love a good deal, but nothing beats free. There’s something satisfying about getting what you need without spending a cent. The problem? Too many people still pay for things that have alw...
If you receive an upward adjustment to your monthly Social Security benefits due to the SSFA, how you pay your Medicare premiums might change....
My wife and are only 18 months retired, and we haven’t encountered anything that has seriously blown up our retirement lifestyle of choice — yet. But we know others that have. Kids have mo...
I have not planned a retirement date. I am 62 with 33 years of seniority, and I am hesitating. I think my finances are in order, my advisor tells me I am good, but of course I am nervous about it, whi...
How Can Students Learn to Invest & Manage Finances Now?...
How to Make 500 Dollars Fast: 15 Ways to Make Quick Cash...
Working While Studying: Can They Build Passive Income?...
How Can Students Learn to Invest & Manage Their Finances for Long-Term Stability?...
Top 15 Best Places to Sell Clothes for Cash Online or In-Person...
This week’s blog post points to my latest YouTube video where I share an update on my two taxable dividend income portfolios. The combined portfolio pays me about $13,633 per year in dividend in...
Are you on track for a fabulous retirement by age 60? Here is what you need to do to prepare for an early retirement....
An interview with Dr. Rob Orman, a writer, podcaster, and coach who now works with physicians to build resilience, overcome burnout, and reconnect with meaning and purpose in their work. The post Opti...
Just a question to ponder and to get some feedback on specific benefits: This is only for Social Security RETIREMENT benefits - not other type like Disability or Survivors. Should a person be able to ...
We hear you loud and clear. AARP members are deeply concerned about Social Security, and we are steadfast in our commitment to protectingthis vital program. Right now, we’re asking for three ass...
Hey Everyone! I am back from Spring Break in North Carolina. We visited my brother and his family in Cary, a suburb of Raleigh. Wow, that town is incredible. The ... Read more The post Series Binge: S...