Discover the Best Insights for Every Stage of Retirement

Policy Uncertainty Is Bad For The Economy

Economic policy uncertainty has surged since Donald Trump’s election. This does not bode well for the economy....

The Toll: Caregiver Stress, Caring For Aging Parents

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....

How To Make Your Children Millionaires Before They Leave Home

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...

14 Expert-Approved Ways to Improve Your Credit Score

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...

19 Reasons Boomers Are Struggling to Sell Their Businesses

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...

You’re More FI Than You Think

FIRECracker is a world-travelling early retiree. She used to live in one of the most expensive cities in Canada, but ... Read more...

Starting Retirement Savings Later In Life: How To Catch Up

Starting retirement savings later in life can feel daunting, but it’s far from impossible....

Five Reasons Why You Should Review Your Medicare Advantage Plan Before Open Enrollment Ends

Medicare Advantage enrollees have until March 31 to make changes to their selections....

Planning to Retire? Exit Strategies for Physician Private Practice

If you're thinking about retiring from your private practice, here are a few things to think about before you get ready to sell. The post Planning to Retire? Exit Strategies for Physician Private Prac...

Saver's match 'free money' could pad millennial, Gen Z retirements

Financial advisors and other industry professionals will be integral in boosting those generations' nest eggs by double digits through a Secure 2.0 provision....

Many Boomers Did It Right: Smart Saving Habits Millennials Should Copy

Boomers made saving look easy. They built wealth, bought homes, and retired with money in the bank. Millennials? They’re stuck with sky-high housing costs, crushing debt, and a paycheck that bar...

Credit Score Myths vs. Reality: What Really Matters According To Credit Expert

Let’s talk credit scores. Most people either ignore them or assume they’re some kind of scam. The truth? They’re just a tool, and if you understand how they work, you can make them w...

28 Retirement Investing Tips from Today’s Financial Geniuses

Here are 28 retirement investing tips from today's greatest financial minds. Just one of these lessons might make your dream retirement a reality. The post 28 Retirement Investing Tips from Today&rsqu...

8 Investing Trends Across Generations: What’s Normal for Your Age Group?

Understanding investment trends can help you refine your own strategy and stay ahead in the ever-evolving world of investing. Are you keeping up? The post 8 Investing Trends Across Generations: What&r...

8 Ways to Invest in Real Estate for Wealth and Retirement

Learn about 8 options for investing in real estate for retirement. Explore the pros and cons and discover which one is right for you. Read now... The post 8 Ways to Invest in Real Estate for Wealth an...

Podcast 88: Invest with Impact with Toussaint Bailey

Mike Richardson, former SVP and CTO of Nationwide, retired at 55. He describes how he navigated early retirement and redefined his purpose. The post Podcast 88: Invest with Impact with Toussaint Baile...

Social Security Payment Delayed? Four Reasons Why

Social Security payments are a relied upon source of income in retirement. To keep them flowing make sure you don’t make these four mistakes....

Want to Hire a Financial Planning Firm? Five Questions to Ask

The key to finding a financial planner who will do great work for you and your family is knowing what to look for during your search....

How to Make Money on Audible in 2025

How to Make Money on Audible in 2025...

How Bitcoin Volatility Affects Long-Term Financial Planning

How Bitcoin Volatility Affects Long-Term Financial Planning...

Top 5 OTC Global Crypto Exchanges & Brokers

Top 5 OTC Global Crypto Exchanges & Brokers...

What Goes Into Effective Long-Term Retirement Planning?

What Goes Into Effective Long-Term Retirement Planning?...

Where to Sell Gift Cards for Cash: Top 3 Best Places in 2025

Where to Sell Gift Cards for Cash: Top 3 Best Places in 2025...

Here's How To Make $1 Million Last Longer In Retirement

Even with $1 million in savings, you’ll need to plan smart to have a financially secure retirement....

Retiring from an organization with no recognition

I am part of a large number of people in my organization who were offered and accepted a package to "retire" early. I am going to be 61 this year, work had become challenging, the offer was generous a...

Legal issues buying into a Continuing Care Retirement Community

We're planning on buying into a Continuing Care Retirement Community in the next couple of years. We've already put a small deposit down to get on their waiting list. And they have an excellent reputa...

Major surgery before retirement on employer health care or after on Medicare?

I will need at least one maybe both knees replaced according to my orthopedic and I prefer to hold off as long as possible. However I plan to retire in just under two years. Not sure if I should go ah...

Any soon to be retirees who have lost a spouse within the last few years?

Lost my wife 3 years ago, and now retirement is upon me next month. I'm trying to get excited, but I have to admit it is somewhat anti climatic entering retirement alone. All those lost plans! We vaca...

Retirement portfolio questions - more diversity or..?

This is my first time posting here so here goes. I am a 67 year old Canadian who will retire in Jan 2026. Currently, I have ~50% of my RSP with Questrade (XSP, XQQ, BTCX, ETHB, ZEB, as major holdings ...

Social Security Administration Warns of Massive Layoffs: What It Means to You

The Social Security Administration is gearing up to layoff thousands of workers. Here’s how it can impact you....

Private Jets Are Within Reach for Wealthy Retirees

Realizing an adult fantasy like booking a private jet doesn’t come cheap. But so what?...

Trust & Will 2025 Review: Comprehensive Features, Pricing, and What You Need to Know

Trust & Will 2025 Review: Comprehensive Features, Pricing, and What You Need to Know...

How Young Adults Are Funding Their Creative Ventures

How Young Adults Are Funding Their Creative Ventures...

Online Bingo Games That Pay Real Money [2025]

Online Bingo Games That Pay Real Money [2025]...

5 Side Hustles Fueled by Modern Audio Tools

5 Side Hustles Fueled by Modern Audio Tools...

How Independent Artists Manage Cash Flow

How Independent Artists Manage Cash Flow...

The Six People You Need to Talk with Before Retiring — and the Best Questions to Ask

It takes a team of people to build a great retirement plan. Here are the experts you need to reach out to before you make your big move....

Probate: The Terrible, Horrible, No Good, Very Bad Side of Estate Planning

We ask estate planning experts how to avoid probate. Because trust us, you don't want your assets to wind up there....

Roth IRAs, 457(f)s, and Other Retirement Account Questions

Answering reader questions about Roth IRAs and the pro-rata rule; self-directing your solo 401(k), 457(f)s, and 457(b)s; and when to do Roth conversions. The post Roth IRAs, 457(f)s, and Other Retirem...

Retirement Shock: 22 Expenses Boomers Might Not Be Able to Afford Soon 

Retirement was supposed to be the reward after decades of hard work. More time with family, less stress, and finally enjoying life without punching a clock. Instead, rising costs are making it harder ...

Save on Taxes: 19 Smart Ways to Keep More of Your Money

Nobody likes taxes, but most people just accept them without question. The government takes a chunk, and you move on. But if you’re paying more than necessary, that’s on you. A recent Pew ...

Will Dr. Oz Push Medicare Advantage Plans if Confirmed?

As original Medicare faces funding shortfalls, Dr. Oz may shift to private insurance providers through Medicare Advantage. Here's what we know so far....

A Little-Known Tax Buster for Rich Retirees: Zero-Coupon DST

Maybe you've heard of using Delaware statutory trusts to defer taxes on real estate investments, but zero-coupon DSTs take those benefits a step further....

Once You Hit 55, Is the Stock Market Still Your Best Bet?

If you're investing heavily in the twists and turns of the stock market in your 50s or 60s, you may be risking too much....

8 Things to Consider Before Rolling Over Your 401(k)

When leaving an employer, conventional wisdom suggests that you also rollover your 401(k) plan to an IRA. Not always the best call, though. The post 8 Things to Consider Before Rolling Over Your 401(k...

The Price Of Slashing Social Security’s Staff

By slashing staff and tinkering with its internal computer systems, the Trump Administration is likely to make Social Security less efficient, not more....