Curated articles and podcasts from trusted financial experts and real retirees.
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Has anyone else received the email shown below? Preface this with I have not made ANY changes to my SSA subscriptions; I only log in once a month (always on the 10th) to check status and if there are ...
SineCera Capital will turn into Prime Capital Family Office, focused on servicing…...
When it comes to saving for retirement, it may be not just about how much you save – it may be about how much you get to keep. Understanding 401(k) tax implications may help you maximize your sa...
How Treasury bonds can protect your retirement nest egg. The upside, risk and low-down on T-bonds....
Most people think investing in themselves requires big money. That’s a lazy excuse. The smartest investment isn’t in stocks, real estate, or business ventures, it’s in leveling up yo...
Being broke isn’t just tough, it’s expensive. Every dollar stretches less, every bill costs more, and every setback hits harder. The less money you have, the more you get charged for basic...
I recently came across an eye-opening chart by the National Association of Realtors showing that the median age of first-time U.S. homebuyers is now 38 years old. That’s a significant jump from ...
Hey Everyone! Did you have a good month? February was another hectic month at the RB40 household. I was busy fixing up our rental condo. That’s done and it’s listed ... Read more The post ...
Here are five ways financial professionals can advise clients to take a strategic approach to their healthcare costs today to help safeguard their tomorrow....
You don't need $1 million in a 529. A 529 doesn't have to pay for everything either. Here's how to break away from the 529 lunacy. The post 529 Insanity appeared first on The White Coat Investor - Inv...
Feeling lonely isn’t good for anyone. Recent studies show the connection between loneliness in elders and dementia risk. Families need a strategy to mitigate this risk....
Retiree spending powered by U.S. private and public sector defined benefit pensions is substantial: $1.5 trillion in economic output, supporting 7.1 million jobs....
Negative messages are often sent during retirement and birthday celebrations without knowing it. We can all learn how to be more positive and send friendly messages....
The average monthly Social Security check amount might surprise you. Here's a look at the numbers and why they matter....
It's finally happening. On Thursday I get an equity grant and will tell my boss that I'm retiring. I have to give 90 days notice. I'm feeling extremely anxious about telling her as I don't know what t...
SSA.gov - Press Release 02/25/2025 - Social Security Announces Expedited Retroactive Payments and Higher Monthly Benefits for Millions- Actions Support the Social Security Fairness Act from the link ~...
For countless retirees, the greatest challenge isn't saving money, but spending it. After years of diligent saving, the transition to drawing down those hard-earned funds can be fraught with anxiety a...
FROM THE ARTICLE: How to Plan for Retirement When You Don’t Have Kids. Childless older adults face different challenges in housing, health care and estate planning. By Tamara E. Holmes, AARP. **...
In this episode of the "Rock Your Retirement" podcast, host Kathe Kline and guest host Barbara welcome Rebecca (Becky) Blue as a special guest. Rebecca, an accomplished author and retired nurse, discu...
I've never seen Paris or Rome or taken a Viking cruise or hiked up Machu Picchu, but I've been to a dozen countries and hiked in a number of national parks and been to 45 states. Now, my appetite for ...
Intersectionality helps explain why personal finance is more personal than it is finance....
As a physician or high-income professional, you are uniquely positioned when it comes to financial independence. Years of rigorous education ... Read more...
We don't know what’s going to happen with taxes. Keeping an eye on these issues is imperative so you can make the appropriate moves at the right time....
The wealthy favor private equity and credit (and private placement life insurance) for higher returns with no taxes. If you're worth $1 million, you can, too....
I like working, so I am looking at a job 5 minutes from my house, @ 1/2 my pay, good insurance benefits, and none of the work drama, management of people, work pressure and stress I have in my current...
I retired about a month ago and last posted an update after the first few days HERE. Now that it's been 30 days, a few more notes and a couple of questions for you: 1) Still have not had a work dream ...
Treasure Valley Silver Award – Sponsored by B.O.S.S. Retirement Solutions & Advisors bySophia DoumaniTo read on CBS2 News, Click Here BOISE, Idaho (CBS2 News) —Just because Bruce Schof...
Hi everyone, I am wondering if cost of living, inflation, etc has changed or will change your plans for travel in retirement? I would love to read your thoughts in the thread below. The reason I am as...
Financial knowledge isn't enough. Without the X Factor, you'll never reach financial success. Here's how to get to the next level. The post The X Factor appeared first on The White Coat Investor - Inv...
Several tax changes are happening that can impact how your retirement income is taxed at federal and state levels....
In several of our recent posts, we have been touting the Actuarial Approach and its use of the Funded Status metric to measure household financial health. This is another one of those posts. One of my...
Picture the thing you love the most. For me, its my Koa wood ukelele. Imagine it sitting on a desk ... Read more...
Many couples are surprisingly unaware about key aspects of each other’s finances — and that can hurt them. Here’s how to get on the same page....
This lush locale is the perfect setting for 'The White Lotus,' season three. You can retire there peacefully without the hit show's murder and mayhem....
A few practical steps, such as establishing your financial independence and asking questions, can help you avoid inheritance pitfalls....
Is your retirement nest egg going to last as long as you will? In this episode, Ryan and Tyson Thacker delve into America’s retirement crisis, equipping you with the knowledge…...
What lessons can a mudslide teach us about retirement planning? In this episode, Ryan Thacker and Tyson Thacker share a powerful metaphor of water wreaking havoc, drawing from a personal…...
Being broke isn’t just about how much you earn, it’s about what you do with it. You can bring in six figures and still feel like you’re treading water, or you can make a modest salar...
Eldercare takes a toll on everyone, but women's careers tend to suffer more — with dire consequences over the long term....
If you're looking for the best tax-efficient way to sell a real estate investment, should you use a deferred sales trust or a 1031 exchange? The post Deferred Sales Trust: An Alternative to a 1031 Exc...
Three real estate listings in Portland, Maine....
Maximize your retirement savings and minimize your tax burdens by taking advantage of the strategic 'Golden Window' before Social Security and RMDs begin....
Retirement savings and taxes are a minefield — and the higher your income, the more complicated the options. Use these tips to find your way forward....
Millions will be affected by new rules that boost Social Security benefits. But if you qualify, there may be knock-on effects on your retirement cash flow....
Economic policy uncertainty has surged since Donald Trump’s election. This does not bode well for the economy....
Tending to the needs of aging parents will exact a toll on anyone doing this job. Noticing the effects and taking protective steps can save you from breakdowns....
If you don’t believe the world will grant your children a fair chance to succeed, you may want to take matters into your own hands as parents. One way is to set them up for financial independenc...
FROM THE ARTICLE: AARP calls for reassurances from SSA on commitment to customer service. By Andy Markowitz, AARP. Published February 28, 2025. The Social Security Administration (SSA) announced plans...
Let’s talk credit scores. Some people stress over them, others ignore them completely, but the truth is, a good score makes life easier. Better rates, better loan approvals, and more financial f...
Boomers spent decades building businesses from scratch, grinding through long hours, late nights, and more stress than they’d like to admit. Now, they’re ready to cash out, hand over the k...