Curated articles and podcasts from trusted financial experts and real retirees.
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Older adults may lack protection. Here's the scoop on your risk, how to test immunity and where to find affordable boosters....
As I sadly watch my stock portfolio correct by over 10%, I find serenity in my paid-off home. No matter how much the stock market tanks, it's comforting to know I'll always have shelter to take care o...
Retirement should be about freedom, not watching money drain away on things that don’t matter. The truth is, small, unnecessary expenses add up fast. Smart retirees know that keeping more cash i...
Saving money isn’t complicated. People just make it that way. You don’t need another budgeting hack, a fancy app, or a financial guru telling you to “cut back on coffee.” What ...
I've been planning to retire at the end of this calendar year, at the age of 59. Currently I have over 1400 hours of accumulated sick leave, roughly 35 weeks (considering a 5-day work week). While I c...
I hope this is not off topic here, but you all usually have very good advice. I retired Dec 31. I am 63 yrs old. In November a family member unexpectedly gifted investments to me and my siblings. I De...
Hubby is retiring at end of this year. Me, well I'm still figuring it out. The big issue for us is medical coverage for the 2.5 years before we hit 65. I went to ACA site to *try* and see how much I c...
Many Americans mistakenly believe Social Security will be enough to fund their retirement – but reality paints a different picture. Consider the most recent cost of living adjustment. The 2025 S...
A 'one-stop shop' team — including a financial planner, estate planning lawyer, CPA and more — could serve all of your tax, estate and retirement planning needs....
Learn about the differences between stock market crashes, corrections, and secular bear markets. Plus: 14 tips for weathering these storms. The post Stock Market Corrections, Crashes, and Bear & S...
ackie Cummings Koski, co-host of Catching Up to FI, talks about overcoming poverty, divorce, and single motherhood to achieve financial independence. The post Podcast 89: Boldin Your Wealth with Jacki...
When I give my annual talks to residents and young docs, they ask many of the same questions. Here are all the answers. The post The Most Common Questions I Get Asked By Young Doctors appeared first o...
For individuals contemplating retirement abroad, Portugal is a prime destination....
DOGE staffers have access to the Social Security system. Could that put your monthly payment in jeopardy?...
Poverty isn’t just struggling to make ends meet. It’s waking up every day knowing that no matter how hard you work, it’ll never be enough. People who have never lived it love to give...
We live in the DC metro area and are wanting to leave after retirement which is next year. We'll be in our early 60's. Don't have any family to be concerned with so that is not an issue. We've been lo...
Tuesday, March 04 - Monday, March 10, 2025 Most Commented score comments title & link 516 126 comments The thing about retirement - is time Top Comments score comment 56 /u/W_Santoro said I retire...
Uncertainty. Fear. Confusion. Your worries might seem unmanageable, but there's a lot you can do to improve financial well being right now. Get started! The post Economic Uncertainty: 10 Ways to Impro...
There’s talk of dark clouds looming on the economic horizon. If you’re retired, that may be the best news you’ve heard today....
Taxes are a headache. Audits are worse. Nobody wants to deal with the IRS sending a letter, asking for records, and possibly demanding more money. But is an audit something most people should actually...
Among the many explanations for the baby boom are rising incomes in the post-war economy, modern appliances that made childrearing more manageable, and lots of women who were no longer working in the ...
Should you retire in 2025? It depends on on how much you saved, your withdrawal plan and how the country is doing....
Relying only on portfolio income is achievable for high-net-worth individuals and those with the right mix of investments. Is it for you?...
The stock market is nothing if not volatile these days. When it takes a dip, a well-managed, properly diversified portfolio could help you ride out the storm....
Prices keep climbing, and there’s no end in sight. Groceries, rent, gas, everything costs more, and budgets are feeling the squeeze. It’s easy to wonder if anything still holds steady. A r...
Taxes feel confusing when you’re just starting out. Forms, deductions, credits, it all sounds like a foreign language. Mess up, and the IRS might take more than its fair share. Get it right, and...
To read this story on KSL.com, click here. Millions of Americans are converting their traditional tax-deferred IRAs and 401Ks into tax-free Roth accounts. CNBC reported last year that Roth conversions...
It’s a good time for retirees to review their asset allocation and develop strategies that protect their total retirement income during stock market volatility....
Most people should consider having one or more trusts in their estate plans, but you must be aware of trust terminology and the basic concepts....
Economic uncertainty, inflation and the decline of workplace pensions have left growing numbers of seniors unable to leave their jobs. The post Why “unretirement” may be the fate of so man...
Your aging-in-place plan could benefit from the medical expense tax deduction. But watch out for capital gains and property taxes....
Tariffs are front and center in the news. Since most folks are, it’s worth giving a bit of background on tariffs and how they may impact your nest egg....
With about a month until Tax Day on Tuesday, April 15th, you should, ideally, have all your financial documents collected. It might be a good idea to check in one last time with your financial advisor...
FROM THE ARTICLE: Social Security to Withhold Benefits to Recoup Overpayments. SSA restores policy of cutting off payments to correct past errors. By Andy Markowitz, AARP. Published March 12, 2025. Th...
Rich people live in a different reality. What they see as everyday conveniences are luxuries most people can’t afford. Having things done for them, upgrading whenever they feel like it, and neve...
Answering reader questions about tax liability in retirement, Social Security tax limits, tax-gain harvesting in UGMA accounts, and whether it is important to do estate planning to avoid probate. The ...
Author and stand-up comedian Paul Ollinger shares how seeking a reasonably happy retirement makes for a greater sense of satisfaction....
? Show Notes In this episode, we explore the essential steps to setting up your retirement paycheck to ensure financial stability and confidence in your retirement years. Join us as we discuss the imp...
Are you confident that your retirement income plan will last? In this episode, Ryan Thacker and Tyson Thacker explore this critical question, helping listeners uncover often-overlooked strategies for ...
Rosemary’s husband is scaling back to 32 hours a week as part of his transition plan before switching careers. With Social Security in mind, she asks: Will this reduced income impact their futur...
My father did me the benefit of moving out of a big house and into a smaller condo when he turned 65, but that was only part of the picture. He was certainly not a hoarder, but he had So. Much. Stuff....
Six destinations for Americans to retire in Europe made it to a new report by International Living ranking the most affordable and desirable alternatives in the world....
A Breakdown of the FAANG FIRE Savings Prioritization Waterfall...
You may not be bound for Mordor, but Roth IRA pitfalls could upend your retirement if you're unaware of them....
Saving money isn’t complicated, but a lot of people still struggle with it. Paychecks come in, bills get paid, and somehow, there’s never enough left over. The problem isn’t always i...
Credit card rewards and travel hacking can allow you to spend more than you otherwise could. But there are a few potential downsides. The post How to Think About Credit Card and Travel Hacking appeare...
How Does Home Equity Fit Into a Financial Independence Strategy...
Get Paid to Read: Top Rated Book Reviewer Jobs in 2025...
What Industry Experts Say About Financial Strategy and Business Growth...
Looking to avoid running out of money in retirement? Consider longevity protection provided by a QLAC as a component of your retirement income plan....