Curated articles and podcasts from trusted financial experts and real retirees.
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To read this story on KSL.com, click here. “If you don’t have a pension, you could face one of the biggest risks in retirement today,” warns financial advisor Ryan Thacker.…...
FROM ARTICLE: Bank bailouts. Ponzi schemes. Plunging financial markets. Given today’s dire headlines, planning a secure retirement has become a more critical task than ever. Now, for Americans s...
Before you buy an investment property, you should run a few numbers to make sure it will be a profitable investment. Here's what to know. The post 5 Rules for Evaluating a Rental Property Investment a...
The cost of caregiving is huge and someone must do the work. It is crucial to consider who will provide it, the dollar value of this, and to ensure caregiver compensation...
What if you could turn your biggest retirement expense into your greatest savings opportunity? In this episode, Tyson and Ryan Thacker from B.O.S.S. Retirement Solutions sit down with Brandon Olson,&h...
What does it truly mean to leave a legacy? How do you tie together money, values, and memories into something lasting? Join Ryan and Tyson Thacker, the Retirement Brothers from…...
Why are taxes one of the biggest retirement expenses, and how can you minimize them? Join Ryan and Tyson Thacker for an episode of Retirement Solutions The Podcast as they…...
What’s the main risk that’s hiding in your retirement plan? Chances are, it’s lurking in plain sight and could jeopardize your financial future. How can you avoid it? In this…...
A four-year degree used to sound like the only path to a good job. What they didn’t mention was the student debt with no guarantees, the wasted time, and the jobs that barely cover rent. Turns o...
59 to 68 million Americans are in the sandwich generation. Get 8 powerful tips for managing this stressful time of life. The post Resilient, Responsible, and Right in the Middle: A Mother’s Day ...
Conventional "wisdom" is often flawed. Try these 15 financial suggestions for more wealth and financial peace of mind. The post Uncommon Sense: 15 Financial Suggestions That Are Smarter than the Conve...
In our latest Ask the Editor round-up, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on qualified charitable distributions (QCDs)....
Your retirement planning needs a longevity check, according to a new study. Here's what you can do....
You’ll feel better if you address a top source of stress for pre-retirees and retirees—worry about your finances....
The Best Places to Retire List identifies the top retirement spots in America. These destinations are based on quality of life and affordability, including housing costs and state taxes....
Forbes editors use lots of metrics to pick the 25 top retirement places. This couple used a 64-foot-long boat and landed at one of our picks: The Villages, in Florida....
Let me tell you a secret about Mother’s Day. It’s not real. It’s a made-up holiday invented by marketers — ... Read more...
I love my job and I love my wife. Can't I have both?...
If you're among the 2% of the population with both a pension and $1 million or more saved, you're in a unique yet complex position as you approach retirement....
If you continue on your current course will you die with much more money than you had the day you retired? What I mean is, will you have more $ (American centric question, but Euro and other residents...
This data comes from my iPhone and Apple Watch. I had a very strict schedule (manager) when I was working so I had to be at work between 7:30 and 8:00. Once I retired after 60+ I continued to track my...
So I was married for 25 years, 15 of those years I was the care giver and really didn’t work. I am now divorced for 2 years. I’m 1.5 years away from collecting full SS payments, my ex made...
Steve Chen and Sam Dogen explore the power of compounding, the value of real estate in wealth-building, risk tolerance, and money mindset. The post Podcast 94: Millionaire Milestones – Building ...
Volunteering in retirement is appealing. More than ever, workers over 50 are seeking a second chance at purposeful work. Get tips here! The post Volunteering in Retirement: 6 Tips for Making an Impact...
Steve Chen and Devin Carroll cover the evolution of financial advice, Social Security, and why education is the foundation of confidence. The post Podcast 93: Five Years Later – White Coat Wisdo...
If you are filing for your Social Security Retirement BEFORE your Full Retirement age, PLEASE keep in mind there is an Earnings Limit on how much you can make and not have some of your benefits clawed...
This week, we continue our Process Over Panic theme by focusing on how to take back control in uncertain times. Learn how to shift your energy toward what you can control—and let go of what you ...
With so much talk about the future of PSLF, many young physicians who are counting on loan forgiveness are nervous. Here's what you can do. The post The Case for Ending PSLF — And What You Shoul...
With barely months to go before I achieve 35 years with my current employer, I’ve made the decision to call it time. I’m a 61M in Australia working in program management. It’s been a...
You’ve probably come across people who act like financial experts, until they say something that instantly gives them away. It doesn’t take much. One comment about taxes, cars, or credit c...
Answering reader questions about tax-loss harvesting, tax implications for changing your 529 beneficiary, gift tax rules, tax withholdings, and the home office deduction. The post Get Your Tax Bill Do...
To celebrate the launch ofMillionaire Milestones: Simple Steps To Seven Figures, I want to share how you might feel and what you might do as you hit various levels of wealth. Perhaps by sharing, I'll ...
If you have a chronic illness, you know that the proper care can be expensive and, in many cases, lifelong. Here's how to get the healthcare you need in retirement....
This financial professional's mom helped him learn that financial security is more than making money — it's about cultivating a mindset that will help you stick to an investment plan even when t...
An estate planning attorney notes that an oil executive’s billion-dollar divorce could have turned out very differently if the couple had had a premarital agreement and the executive had used as...
The bucketing approach to retirement planning is popular in part for its behavioral benefits, but financial advisors say there are alternative strategies that may be better solutions....
Learn about the benefits that become permanent features of Medicare in 2026 and how they have been changed or updated since their inception....
Annuities are popular, but they are also confusing. Unscrupulous brokers take advantage of that....
Create an emergency envelope with key medical data (medications, allergies, medical history) and legal documents (health proxy, living will) to be available if you or a member of your household has a ...
Wondering when to start saving for retirement? Here’s what to know about timing, accounts, and how to catch up if you’re starting late....
Among the ideas on the table: Simplifying the benefit structure and switching from a cash benefit to one that reimburses people for their out-of-pocket expenses....
It's tempting to dip into your 401(k) at 55. But beware — you may rue that decision later. Here's what to do instead....
A new bipartisan bill could mean bigger retirement tax savings to offset taxes on Social Security and high prices....
Today we answer a question from Cathy about helping aging parents in California navigate care costs, preserve limited resources, and explore options like pro bono legal support. Although this show doe...
Matt Wilson, Chief Investment Officer and President of Keen Wealth, sure had a lot to work with when he put together his 2025 Q2 Market Update Webinar! It's been an eventful few months for the economy...
FROM THE ARTICLE: How Social Security Became a Baby Name Influencer. Storing more than a century of American IDs, the program’s database is a go-to resource for cultural historians — and a...
Hi, I apologize if this question has been asked & answered before, yet my search of posts was not successful. I also searched the SSA website yet still could not find a direct answer, e.g.,GN 0020...
Residency comes with unique financial challenges. Still, renters insurance is an affordable and practical protection that is much needed. The post Life Changes and Renters Insurance Needs: How Residen...
Beyond the Pension: A Guide To Building a Profitable Business in Retirement...
How to Automate Your Savings with the 52-Week Challenge and Micro-Investing Apps...